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  • Segments & Lists

    Bucket and act on your accounts and users on basis of business-level grouping , we call it as Segments . Think of Segmen

  • PlayBooks

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

  • Health 360

    Monitor your accounts and calculate their health so that you know which ones need your attention and why.

  • Alerts

    Monitor accounts proactively, generate high value signals , and orchestrate how Customer Success teams act.

  • Product Adoption Milestones

    Track key product activities that your customers take within your product, on their journey to success.

  • Health Score Metrics

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

  • Journeys

    Learn how to create Journeys in CustomerSuccessBox to facilitate automated workflows at Account level or at the Users .

  • Actionability (Log and Communicate)

    Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.

  • Configuring CustomerSuccessBox

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

  • Reports & Dashboard

    Landing screen for success team. Track your portfolio and productivity. Easily track what might need your attention.

  • What has been released recently?

    This section includes the details on recently released features.

  • Artificial Intelligence Model (Sheldon)

    This section will give you glimpse of how CustomerSuccessBox's AI model works.

  • Miscellaneous

    You will find various articles on varied topics under this section.

  • Onboarding Resources

    Best Practices Guide for the Customer Success Leaders to implement CustomerSuccessBox Solution.

  • FAQs

    You will find the FAQs related to the CustomerSuccessBox.

  • Best Practices of setting up processes

    In this category, we will share the best practices of setting up various processes including the various types of on-boa

  • Best Practices of setting up Journeys

    If you want to automate the workflows & improve the efficiency of your Customer Success team then you can leverage Journ