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.