This training guide is specifically designed for CSMs(Customer Success managers), who wants to get started with the fullest potential of CustomerSuccessBox. CSMs will understand how to manage their day and take proactive actions using CustomerSuccessBox. Let’s get started with the training guide.
Overview This guide is entirely designed for Customer Success Managers (CSMs) who have recently got the access to CSB or who wants to understand the potential of the CustomerSuccessBox. This helps you...
Overview This section will help you understand how to set up your account profile in CustomerSuccessBox. It will contain information like name, contact details, calendar links, and signature. Setting ...
Overview Emails & meetings serve as the best form of communication with customers in most cases. In this section, you will learn about syncing your Emails and Calendar to log all the emails that you ...
Overview This section will help you understand how to monitor the different activities that your account performs using Accounts 360 page. You will also understand how to keep a track of their playboo...
Overview This section will help you in reviewing Users, Tickets, Issues, Subscriptions, or Invoices for a particular account. You will also be able to understand the product usage for the account usin...
Overview In CustomerSuccessBox, tasks usually get created for different action points that you might need to take during the onboarding, renewal, upsell, or other processes. It will help you know the ...
Overview This section will help you to understand what an alert is and its importance in CustomerSuccessBox. You will also understand how to manage different alerts and how to plan out action once you...
Overview This section will help you understand how to manage portfolios of accounts, users assigned to you. You will also understand few quick hacks of filtering the data & planning the action items. ...
Overview Product Adoption is an essential parameter that a CSM needs to analyse how well their customers use their products. Before CustomerSuccessBox, you might be manually analysing the product usag...