Customer success

Yokohama Customer Success Management
Release
yokohama
ft:locale
en-US
ft:publication_title
Yokohama Customer Success Management
ft:clusterId
actle
bundleId
actle
workflow
Customer and Industry
  • Customer Success Management
  • Exploring Customer Success Management
  • Activate Customer Success Management
  • Account onboarding
  • Exploring account onboarding
  • Configuring account onboarding
  • Set up the account onboarding playbook
  • Create an account onboarding case
  • Initial setup
  • Data capture and validation
  • Account onboarding data validation flow
  • Configure data validation using the Data Validation Assist table
  • Configure the account onboarding data import task
  • Add the data import task
  • Import data into the account onboarding playbook
  • Development and automation
  • Testing, training, and go-live
  • Close or cancel an account onboarding case
  • Configure the account onboarding playbook using Playbooks
  • Configure simple Customer Success Management playbook tasks
  • Set up Recommended Actions for account onboarding
  • Run scheduled job to back up staging table
  • Using account onboarding
  • Account onboarding landing page
  • View account onboarding cases in the Customer Service Portal
  • Recommended actions available with account onboarding
  • Create a success play for account onboarding
  • Related items component in account onboarding case page
  • Account onboarding Knowledge Base
  • Customer success
  • Exploring customer success
  • Health framework
  • Risk framework
  • Success blueprint template
  • About Touchpoints
  • Customer success playbooks
  • Success case playbook
  • Internal play playbook
  • Renewal playbook
  • Configure customer success
  • Create an engagement
  • Create a success objective
  • Create a success outcome
  • Create a success initiative
  • Close or cancel a success initiative
  • Create a touchpoint
  • Create a risk signal
  • Create an ALE definition record
  • Create an ALE choice record
  • Create a success play
  • Define subflows for success plays
  • Create an internal play playbook
  • Create an internal play playbook record
  • Create an internal play task
  • Close or cancel an internal play
  • Create a success case playbook
  • Create a success case record
  • Create a success case task
  • Close or cancel a success case
  • Create a renewal playbook
  • Define risk signal to solution relationship
  • Create a success blueprint template
  • Create a success blueprint
  • Measure success rate
  • Success initiative roadmap
  • Setup the data context engine
  • Define the data source
  • Set up the context engine mapper
  • Setup the engagement health definition
  • Setup the engagement risk definition
  • Sample risk definitions
  • Setup the color banding table
  • Integrating with Microsoft Dynamics CRM
  • Using customer success
  • View customer success cases in the Customer Service Portal
  • Success portfolio dashboard
  • Risk portfolio dashboard
  • Risk and issues page
  • Engagement home page
  • Success objective record page
  • Success outcome record page
  • Touchpoint home page
  • Touchpoint planner
  • Related items component in customer success records
  • Using AI search with Recommended Actions
  • Create an opportunity in Microsoft Dynamics CRM
  • Create a task in Microsoft Dynamics CRM
  • Customer Success Management reference
  • Domain separation and Customer Success Management
  • Account onboarding users and roles
  • Customer success roles
  • Customer success flows
  • Customer success business rules
  • Customer success tables

Customer success

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Define and track objectives, outcomes, milestones, and plans to achieve shared goals.

    Explore Learn about the customer success solution

    Configure Configure the customer success objects

    Use View detailed information and status about the engagement lifecycle

    Reference Get information about the data model and installed components
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