Guided Onboarding

The blueprint for successful onboarding

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Guided 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

Customer Onboarding Playbook

  • Onboard customers with time-bound success plays
  • Create, manage and assign tasks to achieve 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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Product Adoption Software
Track product usage at all levels
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Customer Success Account Relationship
Track and monitor every touchpoint to gauge account relationship
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CSM Intervention
Built in actionability right within the platform
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Deliver world class Customer Success at scale

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