Customer success management flows
This section includes the Customer Success Management flows.
| Flow | Description |
|---|---|
| Customer Success Management Execute Flow and Send Notification | Parent flow that triggers the customer's subflow and send a notification. |
| Customer Success Management Execute Flow Action | Action that contains the script to trigger the subflow. |
| Advisory Session: Optimize Architecture | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Advisory Session: Strategy Assessment | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Customer Success Management Attach Knowledge article - Service Bridge | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Assessment: Quarterly NPS Survey and Review | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Create Risk Signal and Issue record | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Customer Experience Digital Transformation -Standard | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Customer Experience Digital Transformation Objective | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Decommission Legacy Costs | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Decommission Legacy Costs Objective | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Enable Business Velocity | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Get to Green play | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Internal Partner Implementation Review | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Product Implementation Reviews and Recommendations | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Product Proof of Concept | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Responsible Contact | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Scheduled a Follow-Up | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
| Setup next Quarterly Business Review | Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions. |
Parent Topic:Customer Success Management reference