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Use powerful filters to create fine-grained lists of Accounts and Contacts.

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Manage your day-to-day Customer tasks using the view that makes you the most productive.

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Build bespoke Account and Contact Health Scores to fit your unique business.

Automated Playbooks

Create scalable, repeatable processes with automated Playbooks.

360° Customer View

Assemble a unified-view of each Account with data from over 100 SaaS integrations.

Personalized Dashboards

Add key Metrics and Segments to Dashboards to give instant access to important information.
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Customer Success Blog

February 2016

Customer Success and the Hospital Pass

Barry Devon

Feb. 11th, 2016

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