JS Library documentation for logging your product usage in CustomerSuccessBox. This documentation is not being maintaine
As of April 30th 2019, this documentation has been migrated to developers.customersuccessbox.com This documentation wil
This section covers integration of Subscription, Billing and/or Invoice applications with CustomerSuccessBox
Receive customer data that you are sending to Segment.com source
This section covers integration of Support applications with CustomerSuccessBox
This section covers the integration of CRM applications with CustomerSuccessBox
This section covers Salesforce CRM integration and CustomerSuccessBox app for Salesforce (in Beta)
Get up and running with your CustomerSuccessBox. The Definitive one-stop guide to kickstart success with CustomerSuccess
This section enables the Developers to start sending useful data to CustomerSuccessBox, once the business requirements h
Account's Health is determined using some components and metrics for that account.
Monitor your accounts and calculate their health so that you know which ones need your attention and why.
Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.
Track key product activities that your customers take within your product, on their journey to success.
Monitor accounts proactively, generate high value signals , and orchestrate how Customer Success teams act.
Bucket and act on your accounts and users on basis of business-level grouping (think Plan, Contract Value, Lifecycle sta
This section covers how to add, log, view and use custom attributes in CustomerSuccessBox.
There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This sec
Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, U
Outcomes for accounts are common goals/objectives that are tracked by Customer Success Managers.
Landing screen for success team. Track your portfolio and productivity. Easily track what might need your attention.
Learn how to manage your team within CustomerSuccessBox
Learn how to create User Journeys in CustomerSuccessBox to facilitate journeys for Users as they enter specific user seg
CustomerSuccessBox is integrated with Slack to keep the entire team informed of Customer Success activity. Our slack int
Best Practices Guide for the Customer Success Leaders to implement CustomerSuccessBox Solution.