CustomerSuccessBox vs. SALESmanago

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!!!!!

I find SalesManago to be a good tool for email marketing and automation processes. They live chat service allows fast and direct communication with customers. Website personalisation (tools like pop-ups and browser notification) work fine but I'd like to have a bit more personalisation options to be avalaible to users.

• 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

• Segmentation - you can segment people in many ways (e.g using tags, rfm matrices, sales funnels, dynamic segments).
• Automation flows - using workflows, automation rules, and website automations you can automatically do marketing actions after a trigger and in specific conditions. You have a lot of events, conditions and actions
• Product Recommendations - this tool allow you to recommend products on your website. Maybe it's not quick to prepare it but the results at the end are awesome
• RFM Segmentation - this is a great tool to segment and reach people according to their RFM profile

• 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

• Their expansion into the US has not been very successful, and if you are a West Coast customer want training, be prepared to get up at 4 a.m.
• While their functionality is comparable to competing products there is nothing particularly unique to what they offer
• Their instructional literature was obviously not produced by people for who English is a first language and they are not particularly English proficient.

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

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

SALESmanago is a pretty big tool (with lots of features), but if you know the principles - everything is easy to find, and easy to understand. Of course there are some settings or funcionalities which needs to be updated but still using SALESmanago is totaly different experience than 5-6 years ago (in a good way)

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

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

I use many marketing automation tools, and I choose the right tool for the right job. I like to use SALESmanago because of its great support and very good price for the product.

• 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 automated system has improved advertising campaigns.
• We noticed an increase in customer activity.
• We received valuable data about your users.

Incentivized

Invited by the Vendor

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