Launching TRACK - Free SaaS metrics dashboards for Product-Led Teams

Standardize your team processes

Filter and analyze groups of accounts or contacts to stay ahead of behaviors and deliver success.

Setup in minutes. No credit card required.
Customer Success Playbooks | Salesmachine Inc.

Automate processes across the entire lifecycle with Playbooks

Create playbooks that automatically

  • send welcome and onboarding emails
  • assign accounts to team members
  • implement personalized renewal processes
  • notify you in response to your customer’s behavior
Customer Success Playbooks | Salesmachine Inc.
Customer Success Playbooks | Salesmachine Inc.

Proactively act when a churn risk is detected before it's too late

  • send messages to customers with low engagement
  • implement personalized renewal processes
  • notify you in response to your customer’s behavior

Measure the perfomance of your processes

  • send welcome and onboarding emails
  • assign accounts to team members
  • send messages to customers with low engagement
  • implement personalized renewal processes
  • notify you in response to your customer’s behavior
Customer Success Playbooks | Salesmachine Inc.
Customer Success Playbooks | Salesmachine Inc.
Section Sub Title

Analyze the perfomance of each CSM

Powerful but intuitive playbook builder

  • Triggers on segments, lifecycle entry and exists
  • Conditions on both attributes and events
  • Advanced AND and OR rules
  • Create and Assign tasks
Customer Success Playbooks | Salesmachine Inc.