There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This section covers all the configurable items.
Overview This section will help you understand how to configure Customer User Details where you can map User roles and user personas so that we can map every user. Who is this for? This article is for...
Objective This article will assist you in managing customer specific Files and Attachments from the Account 360 page in CustomerSuccessBox Who’s this for? This article is for each and every member of ...
Overview This section will help you understand how to configure the Customer Lifecycle. Lifecycle stages will help you categorise the customer and define strategies best suited during that stage. It ...
Overview This section will help you understand how to configure Customer Subscriptions status. Subscription status will give you information about the payment status for the account. Also, you can cat...
Overview Most of the times, there are multiple owners of a single account in a single lifecycle stage or multiple lifecycle stages. For example, companies divide the portfolio with Onboarding Managers...
Overview This section will help you understand how to configure global currency in CustomerSuccessBox. If you have a global business & accept payment from multiple currencies, then this setting will h...
Overview This section will help you understand how to configure Team activity. You can create alerts or tasks based on different event types. It can also help you to measure the level of engagement ba...
Overview This section will help you understand how to import data in CustomerSuccessBox. You can import data either by integrating third-party applications to CustomerSuccessBox or using a CSV file. W...
Overview This section will help you understand how to configure Single Sign-On (SSO) or how to set up the system for SSO or passwords options Who is this for? This article is primarily for admins resp...
Overview This section will help you understand how to configure Customer Outcomes. Customer Outcomes are the business objective that customers want to achieve when they purchase your tool or solution....