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.
Who is this for? This article is primarily for the Customer Success Managers(CSM)/Account owners and the administrators. What will I be able to achieve? How to add an account to a playbook? Learning ...
Overview This article will help you understand how to create various standardised Customer Success processes. It will also assist you in creating a prescriptive Playbook for various important stages o...
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....
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...
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...