Customer success management flows

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • This section includes the Customer Success Management flows.

    Flow Description
    Customer Success Management Execute Flow and Send Notification Parent flow that triggers the customer's subflow and send a notification.
    Customer Success Management Execute Flow Action Action that contains the script to trigger the subflow.
    Advisory Session: Optimize Architecture Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Advisory Session: Strategy Assessment Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Customer Success Management Attach Knowledge article - Service Bridge Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Assessment: Quarterly NPS Survey and Review Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Create Risk Signal and Issue record Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Customer Experience Digital Transformation -Standard Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Customer Experience Digital Transformation Objective Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Decommission Legacy Costs Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Decommission Legacy Costs Objective Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Enable Business Velocity Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Get to Green play Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Internal Partner Implementation Review Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Product Implementation Reviews and Recommendations Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Product Proof of Concept Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Responsible Contact Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Scheduled a Follow-Up Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.
    Setup next Quarterly Business Review Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.