---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Customer success

# Configure customer success {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Customer success capabilities help you monitor and manage the health of customer accounts throughout
their lifecycle. Configure these capabilities to track engagements, identify risks, and support retention goals.
* **[Getting started with Customer Success](https://www.servicenow.com/docs/HeOKeHz5DsDBDW6a2GWsWA)**   
  Define the basic customer success components
* **[Engagements](https://www.servicenow.com/docs/_SEhPErZFJYkpAV4ic0CWw)**   
  Configure engagement health scores, risk definitions, and the color banding table to monitor and visualize the health and risk of engagements.
* **[Configure success blueprints](https://www.servicenow.com/docs/MFqF4muU2wbBzzQApDzujQ)**   
  Configure success blueprint templates and the supporting elements that customer success managers use to define how success is measured for an engagement.
* **[Configure product capabilities](https://www.servicenow.com/docs/DO7n40TgTErYY4viBisq0w)**   
  Configure product capabilities, adoption roadmap templates, and capability usage tracking to measure how customers use your products.
* **[Configure Zoom and touchpoint integration](https://www.servicenow.com/docs/Sa2BBqvKGJ08OMCel_afyg)**   
  Integrate Zoom with touchpoint records to schedule virtual meetings and generate AI-powered meeting summaries.
* **[Enable integration with Microsoft Dynamics CRM](https://www.servicenow.com/docs/HenPLc~CNOqC7hfwwgPCBg)**   
  Integrating your ServiceNow instance with the Microsoft Dynamics CRM platform enables seamless data exchange and process synchronization between the two platforms. This integration is done through the Microsoft Dynamics CRM spoke.