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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.

  • 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...

  • 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...

  • Associating Goals 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....

  • 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....

  • Creating a Playbook

    A new Playbook can be created under  Main Menu > Playbook and Campaigns >Add New Playbook. For every Playbook you can set a pre defined Time to Complete. Time to complete is tracked for each Account i...