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Onboarding Resources

Best Practices Guide for the Customer Success Leaders to implement CustomerSuccessBox Solution.

  • Best Practices Guide for Setting up Alerts

    The core job of a Customer Success Manager (CSM) is to be proactive. To be more proactive in their job, CSMs need triggers that can act as leading indicators. I’m sure you must have gone through the p...

  • Best Practices Guide for Setting up Health

    Understanding the health of the customer at various stages has become paramount for the Customer Success Managers especially in the SaaS business. If configured right, the Customer Health Score not on...

  • Best Practices Guide for Setting up Segments

    As a SaaS company grows, customer segmentation becomes an important tool not just for the Customer Success team but also for the entire company.  Segments help you bucket your customers and users into...