Welcome to Lifecycle Insight’s Quick Start video series. These videos were created to help you and your team get started quickly so your company can immediately begin putting Lifecycle Insights to work in your business.
This video series will help you learn how to get started with Lifecycle Insights for vCIOs and Customer Success.
We encourage you to share these videos with your relevant team members as needed.
vCIO
- Primary and secondary integrations
- Creating budget forecasts for clients
- Importing, creating, and analyzing assessments
- Building business review reports
Customer Success
- Adding account groups and assigning users
- Configuring your stack manager
- Entering health and effort metrics
- Customer segmentation and value sets
- Scoring business reviews
- Including goals in customer success modules
vCIO
Connecting primary and secondary integrations
In this video tutorial, you will gain valuable insights on:
Creating budget forecasts for clients
In this video tutorial, you will gain valuable insights on:
- Asset Cleanup
- Manage Asset Policies
- Create a Contract
- How to Create a Recommendation
- Budget Forecasts - Report Creation and Reporting Options
Importing, creating, and analyzing assessments
In this video tutorial, you will gain valuable insights on:
- Assessments Overview
- How to Build an Assessment Template
- Assessment Analytics
- Assessment Events
- Assessments scoring and weighting
Building business review reports
In this video tutorial, you will gain valuable insights on:
Customer Success
Adding account groups and assigning users
In this video tutorial, you will gain valuable insights on:
Configuring your stack manager
In this video tutorial, you will gain valuable insights on:
Entering health and effort metrics
In this video tutorial, you will gain valuable insights on:
Customer segmentation and value sets
In this video tutorial, you will gain valuable insights on:
Scoring business reviews
In this video tutorial, you will gain valuable insights on:
Including goals in customer success modules
In this video tutorial, you will gain valuable insights on: