Customer Success Dashboard

Simplify your customer success operations

See Customer Success platform in action

Get a view of all your accounts in one go

Customer Success Portfolio Dashboard acts as a compressed high-value daily review and act view for the Customer Success team.

See Platform in action

Get a high level overview of your portfolio

  • Get a high-level overview of a portfolio which can be narrowed down by specific account segments. You can understand the current status of your portfolio and the trends that can be noted.

Let you know which accounts needs your attention

  • The  Act tab shows a high-level overview of the accounts in your portfolio that needs your attention. It flashes up the most relevant set of accounts to look at for various use cases such as pending tasks, pending playbook, upcoming renewals, at risk accounts etc.
We pride ourselves for being the #1 Customer Success software

FAQs

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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Automated Onboarding
Guided playbooks and milestone for faster time to value
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Business Outcome Management
Track business outcomes at account level to for prescriptive guidnace
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Deliver world class Customer Success at scale

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