Automated Onboarding

Accelerate SaaS growth with guided onboarding

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Automated Onboarding for faster time to value

CustomerSuccessBox advanced onboarding playbook monitors product adoption automatically and moves the account forward in the onboarding journey.

See Platform in action

Automated Customer Onboarding playbooks

  • Onboard customers with time-bound success plays
  • Create, manage and assign tasks to achieve successful automated customer onboarding

Take customers through a planned onboarding journey

  • Configure the product adoption journey and track your customers’ progress on the path to value.
We pride ourselves for being the #1 Customer Success software


Learn more about CustomerSuccessBox Features

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Guided Onboarding
Planned onboarding journey to deliver early value
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CSM Day Plan
Track of all activities/tasks in order of importance for the day
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Account Risk Tracking
Auto generate risk alerts for accounts for CSM intervention
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Deliver world class Customer Success at scale

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