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.