Get up and running with your CustomerSuccessBox. The Definitive one-stop guide to kickstart success with CustomerSuccessBox.
Objective This article will assist you with getting up and running with your brand new CustomerSuccessBox. This article will lay out the basics, considerations, and action steps that will help you se...
Overview One of the major focus of CustomerSuccessBox is actionability. This article will cover connecting your Gmail/Outlook Calendar with CustomerSuccessBox. Once connected we will fetch all the cus...
Overview Tracking real time product usage is one of the best data driven ways to understand who is getting value and who is not. CustomerSuccessBox relies on this as one of the primary sources of insi...
Overview This article will help you understand, create and leverage Account and User Journeys in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and speci...
Now along with Google & Outlook inbox, you can integrate with SMTP /IMAP. Click here to see the Technical Requirement for connecting your inbox And click here to see the step by step procedure to set ...
We have made few enhancements in the Playbooks. #1 : Switching between Playbooks made easy: Now, you will now be able to switch between the Playbooks easily. You can go to the Playbook, at the top le...