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Configure › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure customer success

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
    Define the basic customer success components
  • Engagements
    Configure engagement health scores, risk definitions, and the color banding table to monitor and visualize the health and risk of engagements.
  • Configure success blueprints
    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
    Configure product capabilities, adoption roadmap templates, and capability usage tracking to measure how customers use your products.
  • Configure Zoom and touchpoint integration
    Integrate Zoom with touchpoint records to schedule virtual meetings and generate AI-powered meeting summaries.
  • Enable integration with Microsoft Dynamics CRM
    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.

Parent Topic:Configure Customer Success Management