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Health Score
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Health Score
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Health Score
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Health Score
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Health Score
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Health Score
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Health Score
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Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?

Account Financial Health

Financial health score for your customers

See Customer Success platform in action

Monitor Account health score

Account Health 360 tracks product adoption, financial, service and relationship health, and allows to add a custom risk score

See Platform in action

Manage account level Financial health

  • Track financial signals such as revenue trend,  due invoice amount, days since last renewal to calculate the Financial health

Add high level risk score and human context for later use

  • You can define a custom risk score for the account, and add tags indicating common risk or confidence context curated by you or the team for quick at-a-glance view.
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Learn more about CustomerSuccessBox Features

Automation
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Automation
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Automation
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CSM Day Plan
Track of all activities/tasks in order of importance for the day
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AI Insights
Real time relevant insights of the account for proactive intervention
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Account Relationship Health
Track all customer touchpoints to calculate relationship health
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Deliver world class Customer Success at scale

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