Get up and running with your CustomerSuccessBox. Your one stop guide to kickstart success with CustomerSuccessBox
This section enables the Developers to use CustomerSuccessBox in the easiest way they could ever think of. They just nee
Account's Health is determined using some components and metrics for that account.
Configure and leverage health 360. Learn how to setup Product Adoption, Financial, Service and Relationship health, and
Engagement helps you track Customer Action Items and To-Dos in a Structured and Organized way. You can easily review Tas
Alerts allow you to proactively monitor portfolios, generate high value signals for Customer Success Team, and defines h
Different type of Accounts needs to be in different Segments to be acted upon and Segments are a way to filter, analyze
This section covers how to add, log, view and use custom attributes in CustomerSuccessBox.
There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This sec
Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, U
Goals aka objective can be added for accounts that can be tracked by the Success Managers.
CustomerSuccessBox is integrated with Slack to keep the entire team informed of Customer Success activity. Our slack int