Scale Customer Success with Automation

Automate repeatable lifecycle activities with best-in-class Customer Success Automation which facilitates human-intervention as and when required for your low touch customers

Scale Customer Success with Automation

  • Enrol customer automatically to  Onboarding Playbook as per product or plan they purchased. Send DRIP emails  or enrol in DRIP campaigns with proportionate delays for self onboarding.
  • Drive Product adoption by starting a training playbook having training videos and help articles. Create tasks for CSM, alerts and milestones to drive key feature usage.
  • Create DRIP campaigns to engage with product user when certain Product Usage Milestones are met /not met.
  • Engage with Product user when they use certain important features by creating alerts and tasks.

Never miss a touchpoint for any lifecycle event

  • Auto enrol in a playbook if the account is in poor health, for unpaid invoices, or account is up for renewal. Enrol in a Quarterly Business Review playbook to drive retention.
  • Bring in a human when last login by customers was "n" days ago Or key feature usage drops drastically Or Key milestones for a lifecycle has been missed. The little help from the CSM can bring the account on track.
Antony Lipman
Head of Customer Success
Practitest , Israel
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
- Antony Lipman
Head of Customer Success

Create triggers and tasks

  • Create triggers and send automated emails to customers  to try features which are not under their current plan. Create a task for CSM to verify the opportunity or enrol in upselling playbook

Targeted and Repeatable customer success automation at scale

See Automation platform in Action

Drive product adoption through trainings

  • Drive Product adoption by starting a training playbook having training videos and help articles. Create tasks  for CSM, alerts and milestones to drive key feature usage

Additional Features

Drive Plan adoption
Start a training playbook, DRIP emails and auto create tasks for CSM to asses risk
Drive customer satisfaction
Start Email DRIPS with feature support articles for new releases or increase in seats or send the NPS survey link periodically
Auto assign accounts to CSM
Auto assign new accounts to your CSM based on preset rule configuration in round robin.
Drive Value Enforcement
Create tasks for CSM to engage when user uses important features or milestone is achieved
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FAQs

Learn more about CustomerSuccessBox Features

Automation
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Upsells
Increase Upsell with targeted playbooks and alerts
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Customer Retention
Retain your clients with AI generated smart recommendation
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Customer Onboarding
Guided playbooks and milestones to deliver early value
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Deliver world class customer success at Scale

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