What users are saying about
5 Ratings
15 Ratings
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Score 9.6 out of 100
5 Ratings
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Score 8 out of 100

Feature Set Ratings

    Platform & Infrastructure

    8.5

    CustomerSuccessBox

    85%

    Reflektion

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 2/2 features

    API

    8.6
    86%
    9 Ratings
    N/A
    0 Ratings

    Integration with Salesforce.com

    8.5
    85%
    7 Ratings
    N/A
    0 Ratings

    Customer Data Extraction / Integration

    9.5

    CustomerSuccessBox

    95%

    Reflektion

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 2/2 features

    Product usage

    9.4
    94%
    15 Ratings
    N/A
    0 Ratings

    Help desk / support tickets

    9.6
    96%
    12 Ratings
    N/A
    0 Ratings

    Customer Success Management

    9.1

    CustomerSuccessBox

    91%

    Reflektion

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 6/6 features

    NPS surveys

    7.9
    79%
    11 Ratings
    N/A
    0 Ratings

    Sponsor tracking

    8.9
    89%
    8 Ratings
    N/A
    0 Ratings

    Customer profiles

    9.2
    92%
    14 Ratings
    N/A
    0 Ratings

    Automated workflow

    9.6
    96%
    14 Ratings
    N/A
    0 Ratings

    Customer health scoring

    9.4
    94%
    13 Ratings
    N/A
    0 Ratings

    Customer segmentation

    9.6
    96%
    15 Ratings
    N/A
    0 Ratings

    CSM Reporting & Analytics

    8.8

    CustomerSuccessBox

    88%

    Reflektion

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 4/4 features

    Customer health trends

    9.1
    91%
    13 Ratings
    N/A
    0 Ratings

    Engagement analytics

    8.6
    86%
    14 Ratings
    N/A
    0 Ratings

    Revenue forecasting

    8.1
    81%
    9 Ratings
    N/A
    0 Ratings

    Dashboards

    9.4
    94%
    15 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • CustomerSuccessBox is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    9.6

    CustomerSuccessBox

    96%
    15 Ratings
    9.0

    Reflektion

    90%
    2 Ratings

    Usability

    9.4

    CustomerSuccessBox

    94%
    15 Ratings

    Reflektion

    N/A
    0 Ratings

    Support Rating

    9.4

    CustomerSuccessBox

    94%
    15 Ratings

    Reflektion

    N/A
    0 Ratings

    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

    Reflektion

    Reflektion is very well suited for ecommerce sites that are looking to provide their customers meaningful product recommendations tailored to their specific user experience on our site. We are also beginning to use Reflektion for search results. If you find that your customer base uses your search bar or is having issues with their search experience, Reflektion offers a great auto complete search results feature. We have a sister site that only offers a small catalog of products and we do no use the auto search results feature on this site. If your company has a small catalog the search results tool may not be as effective. I cannot think of a scenario in which an ecommerce site would not find it helpful to provide customized product recommendations to their customers.
    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.
    Read full review

    Reflektion

    • Reflektion provides individualized results based off each customer's unique browse experience on the site. This is beneficial because it gets more accurate results than segmenting customers by certain behaviors consistent with other customers.
    • Reflektion is responsive to our business. They treat each request with professionalism and work to find solutions quickly.
    • Reflektion has several beneficial features to further enhance the customer experience through a learning environment. Reflektion learns synonyms and is able to adjust for more accurate results. They also provide full page results with faceted navigation which leverages the individualized learning into the product results specific for each customer in a seamless integration with the site.
    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.
    Read full review

    Reflektion

    • While I mentioned that training our team in using the Reflektion dashboard was quite pain free, the dashboard can get a little overwhelming to a first time user. There are a lot of options and customization features available that can be intimidating at first.
    • There isn't really too much for us to criticize with Reflektion. As I said, we switched from another product to Reflektion and so far have had almost no issues. When they do come up, the Reflektion team has been very helpful.
    Read full review

    Pricing Details

    CustomerSuccessBox

    Starting Price

    $0

    Editions & Modules

    CustomerSuccessBox editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Required $ 499

      Additional Details

      The 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/

      Reflektion

      Starting Price

      Editions & Modules

      Reflektion editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        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.
        Read full review

        Reflektion

        No answers on this topic

        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

        Reflektion

        No answers on this topic

        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.
        Read full review

        Reflektion

        Reflektion is a very cost-effective, complete solution providing individualization for preview search, product recommendations, full page search, and content. Compared to the other services they offered more features utilizing SOLR results but with continued learning. Other services didn't have the full list of capabilities or were much more expensive.
        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

        Reflektion

        • Increasing conversion rate is almost always the goal when we start a new project and it is safe to say that Reflektion has helped us increase conversion rate for customers clicking through product recommendations.
        • With our previous recommendations engine, tweaking and customizing the recommendations on our site was not nearly as effective or easy as it is with Reflektion. This has saved us countless hours in dev and manual operations work.
        • We have not seen any negative impacts of Reflektion and hope this continues.
        Read full review

        Screenshots

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