CustomerSuccessBox 101 Training for CSMs
In this course you will learn how to use CustomerSuccessBox effectively as a CSM. Also, how to make sense of the data that you see, how to plan the day to manage your portfolio of accounts effectively.
What we will cover in the course
Setting up your Profile on CustomerSuccessBox
How to sync your emails & calendar with CustomerSuccessBox
Part 1: How to Review an Account
Part 2: How to Review an Account
Managing Tasks on CustomerSuccessBox
Managing Alerts on CustomerSuccessBox
Managing your Portfolio on CustomerSuccessBox
Managing Playbooks and Processes in CustomerSuccessBox
Tracking Product Adoption in CustomerSuccessBox