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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CustomerSuccessBox

    Score9.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.…N/A

    FirstSpirt CMS

    Score7.2 out of 10
    Enterprise companies (1,001+ employees)
    FirstSpirit CMS is an enterprise Content Management platform for creating, governing, and publishing digital content across websites, applications, and other delivery channels. It combines visual authoring, developer tooling, workflow controls, and content-delivery options for organizations managing multilingual and multisite digital estates.N/A
    Pricing
    CustomerSuccessBoxFirstSpirt CMS
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    CustomerSuccessBoxFirstSpirt CMS
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup Fee$499 per userNo setup fee
    Additional DetailsThe pricing is different for the types of businesses to which CustomerSuccessBox caters to- 1. Grow- For businesses who want to start with the customer success initiative with a small success team 2. Business- For businesses with mature customer success practices and a large success team 3. Enterprise- For businesses who want to extend with the customer success initiative across a range of products and teams. For more info on pricing, checkout https://customersuccessbox.com/pricing/—
    More Pricing Information
    Community Pulse
    CustomerSuccessBoxFirstSpirt CMS
    Considered Both Products
    Customer Success Box
    No answer on this topic
    Rezolve Ai Limited
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    100%
    Would buy again
    16 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    100%
    Delivers good value for the price
    13 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    94%
    Happy with the feature set
    15 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    100%
    Lived up to sales and marketing promises
    13 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    100%
    Implementation went as expected
    13 Answers
    Features
    CustomerSuccessBoxFirstSpirt CMS
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    8.5
    11 Ratings
    2% below category average
    FirstSpirt CMS
    8.0
    22 Ratings
    2% above category average
    API8.59 Ratings7.819 Ratings
    Integration with Salesforce.com8.57 Ratings00 Ratings
    Internationalization / multi-language00 Ratings8.120 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    9.4
    15 Ratings
    7% above category average
    FirstSpirt CMS
    -
    Ratings
    Product usage9.315 Ratings00 Ratings
    Help desk / support tickets9.512 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    9.0
    15 Ratings
    5% above category average
    FirstSpirt CMS
    -
    Ratings
    NPS surveys7.811 Ratings00 Ratings
    Sponsor tracking9.18 Ratings00 Ratings
    Customer profiles9.014 Ratings00 Ratings
    Automated workflow9.514 Ratings00 Ratings
    Customer health scoring9.313 Ratings00 Ratings
    Customer segmentation9.515 Ratings00 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    8.8
    15 Ratings
    5% above category average
    FirstSpirt CMS
    -
    Ratings
    Customer health trends9.313 Ratings00 Ratings
    Engagement analytics8.614 Ratings00 Ratings
    Revenue forecasting8.29 Ratings00 Ratings
    Dashboards9.315 Ratings00 Ratings
    Security
    Comparison of Security features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    -
    Ratings
    FirstSpirt CMS
    8.9
    25 Ratings
    8% above category average
    Role-based user permissions00 Ratings8.925 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    -
    Ratings
    FirstSpirt CMS
    8.1
    27 Ratings
    3% above category average
    WYSIWYG editor00 Ratings7.726 Ratings
    Code quality / cleanliness00 Ratings7.626 Ratings
    Admin section00 Ratings8.325 Ratings
    Page templates00 Ratings8.427 Ratings
    Mobile optimization / responsive design00 Ratings8.425 Ratings
    Publishing workflow00 Ratings8.527 Ratings
    Form generator00 Ratings7.823 Ratings
    Web Content Management
    Comparison of Web Content Management features of CustomerSuccessBox and FirstSpirt CMS
    Feature
    CustomerSuccessBox
    -
    Ratings
    FirstSpirt CMS
    7.9
    27 Ratings
    5% above category average
    Content taxonomy00 Ratings7.725 Ratings
    SEO support00 Ratings8.524 Ratings
    Bulk management00 Ratings8.122 Ratings
    Availability / breadth of extensions00 Ratings7.321 Ratings
    Best Alternatives
    CustomerSuccessBoxFirstSpirt CMS
    Small Businesses
    ClientSuccess
    Score6 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CustomerSuccessBoxFirstSpirt CMS
    Likelihood to Recommend
    9.5
    (15 ratings)
    8.6
    (30 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (5 ratings)
    Usability
    9.3
    (15 ratings)
    8.2
    (16 ratings)
    Availability
    -
    (0 ratings)
    8.6
    (2 ratings)
    Performance
    -
    (0 ratings)
    8.2
    (2 ratings)
    Support Rating
    9.3
    (15 ratings)
    7.6
    (27 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.6
    (15 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (2 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.6
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    User Testimonials
    CustomerSuccessBoxFirstSpirt CMS
    Likelihood to Recommend
    Customer Success Box
    It is the best software if you are a b2b software who is planning to scale customer success department and you are running blind on potential threats for renewal. It also helps you understand which customer is not getting value out of your product. I completely recommend this. Go for it!!!!!
    Read full review
    Rezolve Ai Limited
    Crownpeak DXM is a great solution if you are looking for a flexible platform that allows engineers to quickly develop while also making it easy for content authors to work especially in scenarios where you need multi-language support. It is also good for scenarios where you want a cloud-based solution and are looking for just one vendor to handle hosting and offer the CMS.
    Incentivized
    Read full review
    Pros
    Customer Success Box
    • Journey feature will help you automate your manual tasks like auto csm assignments, auto playbook enrolls, email alerts to your clients about new assignments or any set templates, etc.
    • Making a playbook of your process (must be consist of multiple steps) will help you give the visibility of how many clients are stuck in which steps and from when.
    • They are using Metabase for making analytics dashboards where you can make your own dashboard with different filters like Csm activity report, churn dashboard, potential clients report and also using pulse feature in Metabase schedule your daily report to different required people.
    Incentivized
    Read full review
    Rezolve Ai Limited
    • Build & manage digital experiences without dependency on your IT team
    • Built-in Digital Quality tool (DQM) tool allows you to check the quality of content and any accessibility issues and immediately flag any issues before publishing.
    • Build websites with the component-based technology and spend less effort in creating the best user experience for the end-user
    Read full review
    Cons
    Customer Success Box
    • Health aggregation delay can be improved.
    • Calling with csbox software can be improved, it makes touchpoint even if your call from csbox has not picked up, and accordingly changed relationship health.
    • Add more analytics in the playbook like avg time taken to complete each step and there is no option of selecting multiple csms in the filter.
    Incentivized
    Read full review
    Rezolve Ai Limited
    • Crownpeak moved to a web browser admin tool in 2018, which has made the admin experience much better, but there are still a couple of features missing from the browser version that won't arrive until later in 2019.
    • Integration with 3rd party digital asset management tools would be great.
    • Smoother integration with source control would be nice.
    Incentivized
    Read full review
    Likelihood to Renew
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    None of our Crownpeak clients are currently thinking about replatforming.
    Read full review
    Usability
    Customer Success Box
    Customer success box is one of the best products we have used as it solves the main problem for us. Use tracking and adoption. The best part about various software integrations is that now we are able to track everything at one single platform with multiple reports, analytics and dashboards.
    Incentivized
    Read full review
    Rezolve Ai Limited
    Crownpeak DXM is a flexible easy to use CMS platform speaking to the most challenging localization scenarios. Crownpeak users have the freedom to integrate DXM platform with their existing technology at no cost. Moving from legacy systems to the Saas platform is painless and cost-effective. Extensive targeting and personalization options are something that users will benefit from.
    Incentivized
    Read full review
    Reliability and Availability
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    We have never encountered any issues with the availability.
    Read full review
    Performance
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    Pages load very fast on production (assuming you develop with basic SEO practices in place) due to Crownpeak's publishing architecture. The slide downside is that publishing can be a bit slow at times.
    Read full review
    Support Rating
    Customer Success Box
    I have created two - three support tickets so far and their response is very very quick. Their team is also very empathetic, understanding and highly motivated towards solving a customer's problem. I would definitely recommend and rate them 10 / 10 for their excellent after sales support. They support for all EST & PST zones.
    Read full review
    Rezolve Ai Limited
    Crownpeak DXM's service and support are outstanding. We have immediate access to both the tech support team and the software engineering team. We can get a support person on the phone whenever needed, and we can schedule impromptu training sessions at any time. Best support I have ever received from a platform provider in 20 years of software and application development.
    Incentivized
    Read full review
    In-Person Training
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    We received on-site training from Crownpeak, the trainer had touched upon every possible scenario and provided great insights about the product & ease of implementation.
    Read full review
    Online Training
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    My team left training with a solid understanding of how to use the product and the developer training ended with a test to ensure the ability to properly develop was learned properly. Recently, Crownpeak has added a self-paced training option which makes it extremely flexible to on-board new developers.
    Read full review
    Implementation Rating
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    SaaS model is perfect for us to avoid slow and costly version updates to get access to new features and functions. Crownpeak is a true SaaS model, so we get all the good new stuff without the need to invest in effort, time or money. this frees our teams to focus on content creation and deployment, which is pretty fast because the DXM publishes straight to html through the headless model.
    Read full review
    Alternatives Considered
    Customer Success Box
    CustomerSuccessBox provides a great UI where I can manage all the activities related to a client in a single window. This helps to update and focus on key tasks related to the client. Small insights graph helps to quickly analyze the client's health towards our product. The customizable filters are a great help in sorting the data.
    Incentivized
    Read full review
    Rezolve Ai Limited
    I was not at this team within my organization during the evaluation period of Crownpeak. However, my previous team used Sitecore. Crownpeak is a bit easier to use from a UI perspective and has more creative options within the tool. Sitecore's clunky UI also was a reason I found out later why we ended up using Crownpeak as our DXM.
    Incentivized
    Read full review
    Scalability
    Customer Success Box
    No answers on this topic
    Rezolve Ai Limited
    In some recent projects we have delivered to our clients, we were able to roll out sites in shorter time period due the scalability of the Crownpeak's DXM solution.
    Read full review
    Return on Investment
    Customer Success Box
    • It has helped in managing large amount of Client data under single platform.
    • It helped in generating valuable insights from data.
    • It is helpful to take proactive actions.
    Read full review
    Rezolve Ai Limited
    • I'm pretty sure it raises our back-end development costs by making the development process (of creating input forms and producing outputs from the content) more complicated and painful than it needs to be.
    • It helps lock our clients in to us because not a whole lot of agencies have Crownpeak expertise.
    • It helps our clients not have to deal with their own IT teams, which they tend to dislike working with.
    Incentivized
    Read full review
    ScreenShots

    CustomerSuccessBox Screenshots

    Screenshot of 360 Degree View 

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system, and even your homegrown systems to provide customer success managers a complete 360-degree view of each account.Screenshot of Actionable Platform

No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.Screenshot of Segmentation

Customer Segmentation is done based on revenue generated/MRR (Enterprise-Mid market-SMBs or Tier 1-Tier 2-Tier3), location (US, Asia, EMEA, ANZ, etc), Product used or plans opted for, etc.Screenshot of Playbooks 

Time-bound playbooks are created to manage tasks to onboard, increase product adoption, renewals, and upsells.  Playbooks help in creating an Ideal Customer Journey along with various Tasks, Outcomes & Milestones