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  • Health Score Metrics

    Account's Health is determined using some components and metrics for that account.

  • Health 360

    Configure and leverage health 360. Learn how to setup Product Adoption, Financial, Service and Relationship health, and

  • Engagement via CustomerSuccessBox

    Engagement helps you track Customer Action Items and To-Dos in a Structured and Organized way. You can easily review Tas

  • Timeline

  • Portfolio

  • MileStones

  • Alerts

    Alerts allow you to proactively monitor portfolios, generate high value signals for Customer Success Team, and defines h

  • Segments

    Different type of Accounts needs to be in different Segments to be acted upon and Segments are a way to filter, analyze

  • Workflow

  • Custom Attributes

    This section covers how to add, log, view and use custom attributes in CustomerSuccessBox.

  • Configuring CustomerSuccessBox

    There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This sec

  • PlayBooks

    Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, U

  • Goals

    Goals aka objective can be added for accounts that can be tracked by the Success Managers.

  • Slack Integration

    CustomerSuccessBox is integrated with Slack to keep the entire team informed of Customer Success activity. Our slack int

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