What's New

Featured Capabilities

Gsuite Email and Calendar Integration

business use case csm admin

Emails and Calendars integration from your Gsuite account can be easily configured and relevant emails and calendar even ....

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Tableau Dashboard Integration

business use case admin csm

You can integrate Tableau dashboards quickly and easily on the CSM side so all the visualizations created in your enterp ....

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Data science model deployment and integration

business use case admin

Data science models (Internally developed, open source models, models hosted elsewhere) can be easily integrated into S ....

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All Capabilities

Tableau Dashboard Integration

business use case admin csm

You can integrate Tableau dashboards quickly and easily on the CSM side so all the visualizations created in your enterprise tableau instance can be embedded within Success4 itself so you can view all the data and visualizations related to customers and accounts in a single place. This enables the CS Admins to share a single link for all customer d ....

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Read-only Users

business use case admin csm

Success4 supports unlimited Read-only users and is not counted towards your license usage. This enables cross-functional teams to access Success4 and get the desired data for the accounts they’re interested in (according to the IAM and access policies of the organization) without needing to assign a license for occasional usage. Executives, Sales ....

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One-click deployment in your public/private cloud

business use case

Success4 is the only CSM tool available in the market which supports hybrid cloud and full on-prem installations. Now, we go one step further in supporting a one-click installation and deployment with Kubernetes and is supported in GCP Google Kubernetes Engine (GKE) and NetApp kubernetes engine (NKE) environments (Azure and AWS support are coming v ....

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Audit Logs

business use case admin

Admins can now see logs of every activity performed in an account including Notes created, meetings scheduled, playbooks assigned, contacts added, actions performed, etc for internal audit purposes and management. This is particularly useful in an enterprise set up where you’d need full audit logs for compliance purposes. ....

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Multiple Data sources support and Scheduler

business use case admin

New data sources including most SQL databases (MySQL, PostgreSQL, etc), Amazon S3, REST APIs, Local file system are now available from the Data tab on the Admin side. You can configure data inputs, filters, data mappings, and scheduling (hourly, daily, weekly automatic loads). ....

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Data science model deployment and integration

business use case admin

Data science models (Internally developed, open source models, models hosted elsewhere) can be easily integrated into Success4 and configured with the data sets available and the results can then be used to drive External Process Automation (EPA) flows. EPA connections to most popular external services like Salesforce, Zendesk, Zuora, Wootric, Par ....

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