CustomerSuccessBox Admin Training
In this course, you will learn how to set up CSB as an Admin. We will take you to different modules, their industry best practices as well as a video tutorials, reference material. You can claim your Certificate.
Introduction
Prerequisites | To know where the data is coming as well as basic set-up
"What is Segmentation? Best Practices for Segmenting Customers
How to Configure on Segments in CSB?
Best Practices to identify Product Adoption Milestones?
How to Configure on Product Adoption Milestones on CSB?
Best practices of identifying & setting up Playbooks
How to configure playbooks in CSB
Best Practices of setting up Alerts in CSB
How to configure alerts in CSB?
How to manage Alerts in CSB as a CSM?
Best Practices of setting up Health
How to configure Health of Accounts in CSB
Best practices & examples of setting up automation
How to configure Journeys in CSB