CustomerSuccessBox vs. PlaybookUX

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!!!!!

PlaybookUX is fabulous for ad-hoc tests with small budgets, but can also scale up to larger projects easily. I've recommended the tool to several people and they love it, too!

Incentivized

• 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

• They recruited our demographic.
• Customer support was awesome.
• Studies are very easy to set up.

• 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

• With other testing platforms, I can update my profile, but I'm not sure how to do it with PlaybookUX.
• It would be nice to have a login location where I can see my available tests.

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

Setting up a study only takes 5 mins. and you can preview a study before sending it out so you don't make any mistakes.

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.

Very responsive when I had a technical question about a test.

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

Both have different set of unique features and usability.

Incentivized

• 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.

• Quick testing at scale
• Excellent price points

Incentivized