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

External Process Automation (EPA)

business use case admin csm

EPA opens up a world of possibilities for alerts and external integrations by giving a clean, easy way to set up external triggers including alerts via calls, SMS, and other external systems. You can also connect to other applications like Salesforce, Zendesk, Wootric, Pardot, Service Now to create tickets, cases, leads etc. Automated playbooks can ....

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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 events for specific Accounts can be filtered and made visible in the Account 360 screens and from there CSMs can view and respond to relevant emails, view, edit, and schedule calendar events and even attach notes and assets which are ....

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SSO - OAuth Support with Gsuite and Office 365

business use case admin csm

OAuth support for Gsuite and Office 365 enables CSM and Admins to login with their organizations GSuite or Office 365 accounts with a single sign-on removing the need to create a separate account and remember an additional password. Admin can upload the list of CSMs in bulk with their organization emails and all the roles and access policies can be ....

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Drilldown and Pagination

business use case csm

Success4 now supports new drill-down and pagination features in KPIs and Reports (table and charts). From KPIs and Reports, you can go levels deeper to get the information you’re looking for. You can connect the data to a primary key and show relevant information associated with that record. ....

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Multi-chart support across pages, reports, UI components

business use case admin csm

A new multi-chart (funnel, trend line) support has been added which can be used in reports and UI components to visualize the metrics and customer data more precisely. You can also add multiple chart types in a single graph to chart multiple data sets. ....

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User friendly drag-and-drop UI Builder

business use case admin csm

A state of the art, drag-and-drop UI builder to create new pages, reports, KPIs and quickly add it to the CSM side. You can create new dashboards with a combination of KPIs, Tables, Charts etc with the new UI builder. You can also create custom fields using our custom attributes and add it to any page you create. ....

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