Product Update: New Automations Feature

Clientshare Pulse has always been about helping businesses manage customer relationships effectively. Designed to make your lives easier, Automations are here to solve key challenges and unlock new opportunities for account teams.

Why did we create Automations?

Account teams often juggle multiple priorities meaning it’s easy to lose track of time and miss a review or feedback session. Automations was created to ensure this doesn’t happen by enabling reminders to be sent via email from within the Pulse platform. These emails will remind account managers to either send their very first review from Pulse, or to send their next review to their accounts.

How will Automations benefit you?

With Automations, you will be able to send automated emails to your teams based on rules you set. Leadership will be able to communicate with account teams to ensure efficient and timely communication with internal stakeholders. 

This will mean users are better able to…

• Manage CX at scale: Set rules to send account teams a direct message from leadership to encourage best practice.
• Improve adoption: Accelerate the adoption of pulse within your account teams to gain immediate insights and experience the positive impacts of Pulse more rapidly.
• Maintain best practice: Ensure account teams are sending reviews and receiving feedback consistently, giving you a more complete overview of your accounts' health.

How does it work?

Click through the feature tour below to see how Automations will work for your team, or head over to our dedicated Support article to see how to get it set up! 

You need to have Custom Email Domains enabled to use Automations. Please contact your Clientshare representative for more details.

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