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Getting Started with CustomerSuccessBox

Get up and running with your CustomerSuccessBox. The Definitive one-stop guide to kickstart success with CustomerSuccessBox.

  • Getting Started with CustomerSuccessBox

    Objective  This article will assist you with getting up and running with your brand new CustomerSuccessBox. This article will lay out the basics, considerations, and action steps that will help you se...

  • Google & Outlook Calendar Integration

    Overview One of the major focus of CustomerSuccessBox is actionability. This article will cover connecting your Gmail/Outlook Calendar with CustomerSuccessBox. Once connected we will fetch all the cus...

  • Logging User Actions and Events in CustomerSuccessBox

    Overview Tracking real time product usage is one of the best data driven ways to understand who is getting value and who is not. CustomerSuccessBox relies on this as one of the primary sources of insi...

  • Getting Started with Journeys

    Overview This article will help you understand, create and leverage Account and User Journeys in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and speci...

  • You can now integrate email inbox using IMAP/SMTP

    Now along with Google & Outlook inbox, you can integrate with SMTP /IMAP. Click here to see the Technical Requirement for connecting your inbox And click here to see the step by step procedure to set ...

  • Enhancements In Playbooks

    We have made few enhancements in the Playbooks.  #1 : Switching between Playbooks made easy: Now, you will now be able to switch between the Playbooks easily. You can go to the Playbook, at the top le...

  • Quick CustomerSuccessBox Implementation Guide

    Overview This article will help you plan for a quick implementation of CustomerSuccessBox and unlock the value of CustomerSuccessBox for you and your team in the fastest possible way.  We know that fi...