This training guide is specifically designed for CSMs(Customer Success managers), who wants to get started with the full
This section enables the Developers to start sending useful data to CustomerSuccessBox, once the business requirements h
Get up and running with your CustomerSuccessBox. The Definitive one-stop guide to kickstart success with CustomerSuccess
Bucket and act on your accounts and users on basis of business-level grouping , we call it as Segments . Think of Segmen
Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, U
Business Outcomes for accounts are business goals/objectives/value that is typically tracked by Customer Success Manager
Monitor your accounts and calculate their health so that you know which ones need your attention and why.
Monitor accounts proactively, generate high value signals , and orchestrate how Customer Success teams act.
Track key product activities that your customers take within your product, on their journey to success.
Learn how to create Journeys in CustomerSuccessBox to facilitate automated workflows at Account level or at the Users .
Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.
There are multiple ways in which you can configure CustomerSuccessBox to match your Customer Success Processes. This sec
Landing screen for success team. Track your portfolio and productivity. Easily track what might need your attention.
This section will give you glimpse of how CustomerSuccessBox's AI model works.
You will find various articles on varied topics under this section.
Best Practices Guide for the Customer Success Leaders to implement CustomerSuccessBox Solution.
You will find the FAQs related to the CustomerSuccessBox.
In this category, we will share the best practices of setting up various processes including the various types of on-boa
If you want to automate the workflows & improve the efficiency of your Customer Success team then you can leverage Journ
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, Mixpanel or Amplitude
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
This section covers 2 way syncing with Gmail and Office365 Inbox
This section covers 2 way syncing of email inbox using IMAP/SMTP
In this section, you will learn about the how to integrate CSB with various NPS tools. We are expanding this category &
CustomerSuccessBox now integrates with Zapier to connect your SaaS platforms like CRM, Billing, Analytics, Spreadsheets,