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CustomerSuccessBox 101 Training for CSMs | Points to be Covered in the Guide


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 with detailed steps on how to manage your day with CSB. 

Note: Enrol for CustomerSuccessBox 101 Training for CSMs

Getting Started Guide for CSM

It will guide you to view/manage your accounts and manage their portfolio. It will help you identify their product usage, usage frequency. You will also learn how to send them emails or make a call using CustomerSuccessBox. Here you will understand how to manage your day and take proactive actions using CustomerSuccessBox.

In all, we will help you identify your potential customers and give you more insights to get the sales done. So let’s get started!

  1. How to set up your profile
  2. How does email & Calendar Sync works
  3. How to review an Account? (Part 1)
  4. How to review an Account? (Part 2)
  5. How to manage Tasks?
  6. How to manage Alerts?
  7. How to manage Portfolio?
  8. How to manage Playbooks?
  9. How to track Adoption of Accounts?
Note: Here, we have showcased all the features of CustomerSuccessBox that are available to you. But you may find some data missing as your administrators might be in the process of setting them up. Take it slowly; your administrators will soon do that for you.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You can always:

  1.  Initiate a chat directly from within your CustomerSuccessBox. Use the Chat option from the Chat icon on the top right side of the navigation bar.

  2. Create a conversation from here.

  3. Send an email to the Support team.

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  1. Anu Dudhat

  2. Posted