What I like best about CS Box is that it allows you to: - Define and measure health for account segments - Build custom playbooks - Establish milestones and track outcomes and - Quickly and easily move accounts along the customer journey and from one playbook to another, while allowing for additional custom tasks and notes

The management of portfolio is quite seamless through CSB. The best part is being able to identify not only their product usage health stats, but also their relationships, risks and even financial health in one place. Playbooks are a great way to define the customer's journey. Personalization for each, even better. :)

Automated alerts, playbooks, insights, responsive support