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  1. CustomerSuccessBox

Getting Started

  1. Implementation Guide for Initial Go-live with CSB

    1. Quick CustomerSuccessBox Implementation Guide

  2. Implementation Guide for Advance Go-live with CSB

    1. Full implementationGuide for Setting Up CustomerSuccessBox

  3. CustomerSuccessBox 101 Training for CSMs

    1. CustomerSuccessBox 101 Training for CSMs | Points to be Covered in the Guide
    2. Getting started with CSB for CSM| How to set up a profile
    3. CustomerSuccessBox 101 Training for CSMs | How to Sync your Email and Calendar
      4. See all 9 articles »

  4. Getting Started Guide - Developers

    1. Getting Started Guide for Developers
    2. Creating Accounts and Users in CustomerSuccessBox
    3. Sending and managing data in CustomerSuccessBox

  5. Getting Started with CustomerSuccessBox

    1. Getting Started with CustomerSuccessBox
    2. Google & Outlook Calendar Integration
    3. Logging User Actions and Events in CustomerSuccessBox
      4. See all 6 articles »