CustomerSuccessBox vs. Plone

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!!!!!

The larger your organization, the more appropriate Plone will be. This is not to say that Plone is a worse choice for small websites, only that the minimum investment for a Plone site is certainly higher than for other platforms. If you already use Plone for your site and are looking for a redesign or an overhaul, I would only advise switching to a different platform such as WordPress or Drupal if your organization is downsizing. For any other situation, Plone is the natural choice for your growth.

• 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

Independently Invited by TrustRadius

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

• Plone is a folder-based system, organising content in a similar way desktop-users are doing for the last two decades. No need to teach non-tech customers some relational-database like paradigm for content management.
• Plone is secure. It is the most secure CMS you can get your hands on.
• Plone is flexible, and makes fast development easy.

• 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

Independently Invited by TrustRadius

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

• Not everything is configurable or editable by Plone, and when you need to adjust or add custom pieces in, you need to deal with Zope. Zope has an ugly, confusing and difficult UI and structure as a backend.
• Using 3rd party products is difficult to do - there are a few different ways to get them installed, all of which take a bit of luck to get right.
• Building custom products for Plone is not fun. You've got to deal with an archaic framework to tie in that is not well documented (there is documentation about many things, but not great documentation and there are a lot of holes in the documentation).

We have critical systems running on Plone so will need it in the future.

Free to use since its Open source, so we don't have to worry about licence costs.

We know how to use and develop Plone and it has no limits.

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

Independently Invited by TrustRadius

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

Compared to the amount of Plone sites, users and customizations we have in our organization, the amount of support requests and training needed is really small.

The new user interface in Plone 6 is even better, it is super fast, has lots of different blocks for enhancing the page, has flexible layout system and is easy to extend with more features.

Our Plone sites are very robust. We have critical systems on Plone and we have been running sites on Plone for over 20 years with very little unexpected downtime.

Plone is very intensive in its operations, and if not configured well it can be slow. However it is designed and built with speed in mind and with proper use of coding, templates and caching can perform extremely well under high loads. It is capable of scaling to very high load availability environments with no specific coding requirements.

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.

There are not too many Plone companies in the world. But the ones who are, are high level professionals

I have been participating Plone training and the trainers have always been professional. Materials were good and the instructions clear

Well organized, professional training with good materials and instructions

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

Independently Invited by TrustRadius

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

Drupal: Plone is cheaper, so with Drupal is more complex to reach the required ROI. However, Drupal has a lower learning curve WordPress: For our necessities it has a more expensive learning curve than plone. Joomla, is easier to use. However, it have some issues on security and web content where Plone is much better

Incentivized

Independently Invited by TrustRadius

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

Plone has no limits. We have massive sites and can run them just fine

• 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.

• The impact Plone has had at the University of Oshkosh is as follows: this software allows student workers to learn about IT departments and CMS's in a user-friendly way. It gives many students great jobs that look great on their resumes.
• Since there are great training manuals for Plone, there is increased employee efficient in the workplace. Training doesn't take long, and if there's ever a question, the Plone manual is a great tool to refer to.
• If an employee using Plone quits, its easy to find someone to replace them with quick training and great resources.