CustomerSuccessBox vs. Jive

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!!!!!

It's definitely worth considering Jive for the type of application we've developed i.e. a central shared repository for all employees to host and discuss information. I can't say I have ever used a superior tool, but they may exist. I'm just not sure I would want to use it exclusively for file hosting, though. It does integrate with various other tools, so perhaps it would be fine if used in conjunction with another tool for that purpose.

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• 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.

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• Individual design
• Presence of Russian language (localization can be independently established)
• You can configure several information tapes with different themes. One for work, the second for communication
• A newly-arrived network user immediately receives a prepared block for beginners. After completing several game tasks, the user will receive the basics of using Jive.
• There is a template for each scenario. There is even a template for planning R&D, and there are more than twenty of them.
• Integrates with MS Office, Google Drive, Google Docs
• There are all platforms (even Winphone and blackberry)
• You can create forum threads

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• 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.

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• Search functionality is very weak
• The information architecture and taxonomy doesnt allow for easy discoverability of content
• It's hard to navigate the and find spaces/groups that I already know about
• The main profile/interface does not allow easy access to key tasks or common tasks.

There are always external factors that can impact this decision but currently, the Jive platform is maintaining its lead in the market place in this area. If the innovation in this space by Jive continues, then this number will remain high. Integration with other systems and adaptability to changes in the market or in client needs will also make this decision hard to predict more then 6 months into the future

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.

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It was harder to use that expected. The admin needs to be code savvy to truly customize the system. And users need to trained on the system and the setup. Trainings and monitoring need to continue to enforce use.

Uptime was OK. But there was one day that the system crashed for a whole day. Our company was unable to operate. And all the plugins to word/excel froze causing those systems to freeze.

Jive posted a statement to the media saying all customers were up, but we were not.

The product worked as designed. It just didn't work for our needs.

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.

They did an OK job when I needed them. Except for the one day the system went down. Jive pointed the finger at the hosting company, and the hosting company pointed the finger at Jive. No reliable information came to us.

Jive online training is there. It is OK/average. I feel some other companies are doing better. It is not a piece that is required to have a successfully implementation, but it could be useful to improve it

If I did this over, I would hire out the implementation. They know the best practices and could have guided us to make an easier to use setup.

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.

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We had a Google phone number set up before and Jive was a lot better option than that. It is more consistent and can be configured much easier and with more advanced settings. Additionally, based on the pricing as well as working with the rep on our account, it was a perfect option for us

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• 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.

• reduce email traffic
• reduce amount of files/documents scattered & lost across shared drives
• increased discovery, awareness and interaction of historically more separated individuals & team functions across the organisation
• from an IT perspective, we've benefited from improved IT operations (e.g. troubleshooting info shared and easily searched/found with all team members - such that even junior team members can solve technical problems outside of business hours, lessening the burden for standby/call-in for more senior team members)

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info