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 playbook including the various types of onboarding as well as othe
If you want to automate the workflows & improve the efficiency of your Customer Success team then you can leverage Journ
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
Bucket and act on your accounts and users on basis of business-level grouping (think Plan, Contract Value, Lifecycle sta
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.
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.
Business Outcomes for accounts are business goals/objectives/value that is typically tracked by Customer Success Manager
Using Playbooks, CustomerSuccessBox allows you to manage defined processes for Accounts. Processes such as Onboarding, U
Learn how to create User Journeys in CustomerSuccessBox to facilitate journeys for Users as they enter specific user seg
Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.
CustomerSuccessBox provides Timeline view of an Account's Activities. This section will showcase how you will be able to
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
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 Account Journeys in CustomerSuccessBox to facilitate journeys for Users as they enter specific user
In this section, we will read about how to configure lists, what are the FAQs on list and various use-cases that can be
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 is integrated with Slack to keep the entire team informed of Customer Success activity. Our slack int