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PlayBooks

Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, Upsell, Feature Introduction, Churn Prevention or any other process that you want to track. These processes or workflows are beautifully captured in an easy to use, card wall, with Accounts moving through swim lanes.

  • Creating a Playbook

    Overview This article will help you understand how to create various standardized Customer Success processes. It will also assist you in creating a prescriptive Playbook for various important stages o...

  • Associating Outcomes with Playbook

    Goals (both Global or Account specific) can be associated with a Playbook. While creating a Playbook, Goals can be associated and tracked as the Account progresses though the Playbook....

  • Associating Milestones

    Milestones can be associated with the Playbook to track expected product adoption. Milestones can be associate at a step level while creating a playbook. One step can only be  associated with one Mile...

  • Adding Resources to Playbook

    Every Playbook can have a resource section of its own. Where common resources such as template, excel or csv files, ppt, doc files etc can be attached, to be used by the success manager as they run th...

  • Adding Account to Playbook

    One can simply add an Accounts to a Playbook from the  Account Page>Playbook Tab>Start a Playbook One Account can be in multiple Playbooks at any given point in time....