Success4 Playbook lets you create a standard set of actions, for your customers, throughout your organization
Manage Customer On-boarding, Renewal, QBR, Cross-sell/Up-Sell, Customer health, etc. You can create playbooks very easily from the admin console and start using them right away. You can also integrate your favorite software tools with playbook actions to perform actions automatically.
Actions
Take the most important series of actions for tech/low touch customers. You can assign playbooks to accounts and customize the actions for each customer for your needs. You also have access to best practice Playbooks and actions to start with.
Assets/Notes
Manage your important documents and notes for each action.External Process Automation
Integrate your favorite software tools with playbook actions to automate the most important tasks right inside from Success4.
Action Timeline
Visualize all your actions on Gantt chart timeline. It shows you the due dates of all actions and lets you effectively prioritize the actions.Solutions
Risk Management
Customer Health
Want to know how playbooks fit within your workflow?
