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Onboarding Resources

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

  • Best Practices Guide for Setting up Segments

    What are Segments? As a SaaS company grows, customer segmentation becomes an important tool not just for the Customer Success team but also for the entire company.  Segments help you bucket your custo...

  • Best Practices Guide for Setting up Health

    Understanding the health of the customer at various stages has become paramount for the Customer Success Managers especially in the SaaS business. If configured right, the Customer Health Score not on...

  • Best Practices Guide for Setting up Alerts

    What are Alerts? If there’s one word that defines the Customer Success function entirely, it is ‘Proactiveness’. The entire job of a Customer Success Manager often revolves around understanding and st...

  • Best Practices for Setting up Product Adoption Milestones

    What are Product Adoption Milestones? The core purpose of Product Adoption Milestones (PAMs) is to track the key milestones & thus understand how much value realisation has been done by the Product. T...