CustomerSuccessBox vs. Sitecore Discover

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!!!!!

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.

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

• 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.

Incentivized

• 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

• 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.

Incentivized

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

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.

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

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.

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.

• 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.

Incentivized