Configure Customer Success Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Set up features and tasks required during the customer success journey.

    Importante:
    Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
    Tabela 1. Customer Success Management configuration
    Task Description
    Activate Customer Success Management Installs Customer Success Management and related plugins.
    Set up the account onboarding playbook Configure the account onboarding playbook to import, store, manage, and publish account data.
    Configure the onboarding playbook activities Configure the account onboarding playbook activities using Workflow Studio.
    Set up recommended actions for account onboarding Set up recommended actions to display relevant recommendations in the account onboarding playbook.
    Run scheduled job to back up staging table Run a scheduled job to take a backup of the staging table at periodic intervals.
    Basic customer success setup Configure basic components such as engagements, success objectives, and touchpoints.
    Manage customer success playbooks Create playbooks to define planned and unplanned activities during the engagement life cycle.
    Data Context Engine Configure the Data Context Engine to collect, analyze, and visualize data gathered from various sources.
    Create a product capability Create a product capability record to define the features and functions offered by a product.
    Configure DCE Visualizations Configure data sources, define baselines, and targets.
    Manage engagements Configure metrics to calculate the health and risk score for an engagement.
    Create a success blueprint template Create a template with predefined success objectives and outcomes for a specific product.
    Create an implementation record Create an implementation record to capture the planned work items associated with an engagement.
    Enable integration with Microsoft Dynamics CRM Enable integration with Microsoft Dynamics CRM to assess risks and track renewal opportunities.