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  1. CustomerSuccessBox

CustomerSuccessBox's User Guide

This section will be helpful to Customer Success Managers in using the CustomerSuccessBox Platform.

  1. Segments

    1. Configure and leverage Account Segments
    2. Configure and leverage User Segments

  2. Health Score Metrics

    1. Product Stickiness
    2. Time Spent
    3. Total Active Users
      4. See all 14 articles »

  3. Health 360

    1. Health 360 for CSMs
    2. Configure Health 360
    3. FAQs- Health

  4. Alerts

    1. Configure and leverage Alerts

  5. Product Adoption Milestones

    1. Configure and leverage Product Adoption Milestones

  6. Business Outcomes

    1. Account specific Business Outcomes
    2. Business Outcome State
    3. Global Business Outcomes

  7. PlayBooks

    1. Creating a Playbook
    2. Associating Goals with Playbook
    3. Associating Milestones
      4. See all 5 articles »

  8. User Journeys

    1. User Journeys : Getting Started
    2. Step 1: Define Entry Enrollment criteria for User Journey
    3. Step 2: Define Action(s) for User Journey
      4. See all 5 articles »

  9. Actionability (Log and Communicate)

    1. Attaching important documents to your Account
    2. Sorting & Filtering Tickets, Invoices, Subscriptions and Tasks for individual Accounts
    3. Tasks
      4. See all 6 articles »

  10. Timeline

    1. Account's Timeline

  11. Custom Attributes

    1. User Roles and Personas
    2. Custom Attributes

  12. Configuring CustomerSuccessBox

    1. Leveraging Team Roles
    2. Configuring Lifecyle Stages

  13. Portfolio Dashboard

    1. Reviewing and acting on your portfolio by leveraging Portfolio Dashboard

  14. Team Management and Profiles

    1. Team Management and Profiles

  15. Account Journeys

    1. Account Journeys : Getting Started
    2. Step 1: Define Entry Enrollment criteria for Account Journey
    3. Step 2: Define Action(s) for Account Journey
      4. See all 5 articles »

  16. Lists

    1. FAQs on Lists

  17. Artificial Intelligence Model (Sheldon)

    1. Sheldon - AI Powered Smart Recommendations (Introduction)
    2. How to use Sheldon's AI Powered Smart Recommendations (Early Access, Beta-Trial)
    3. Pre-Requisites for enabling Sheldon's AI Powered Smart Recommendations