Manage customer success playbooks Release version: Zurich Updated July 31, 2025 1 minute to readCreate playbooks to define planned and unplanned activities during the engagement lifecycle. Create an internal play playbookCreate an internal play playbook to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle. This playbook is your starting point to define any internal processes required by your organization.Create a customer playCreate a customer play in collaboration with customers to define planned and unplanned activities that are required to support an engagement. The customer play playbook is your starting point to configure the success processes required in your organization.Create a renewal playbookCreate a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.
Manage customer success playbooks Release version: Zurich Updated July 31, 2025 1 minute to readCreate playbooks to define planned and unplanned activities during the engagement lifecycle. Create an internal play playbookCreate an internal play playbook to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle. This playbook is your starting point to define any internal processes required by your organization.Create a customer playCreate a customer play in collaboration with customers to define planned and unplanned activities that are required to support an engagement. The customer play playbook is your starting point to configure the success processes required in your organization.Create a renewal playbookCreate a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.