CustomerSuccessBox vs. Sitecore Experience Platform

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!!!!!

We need to spend a lot of time to learn things in Sitecore Experience Platform. I used it for 6 years and there was always something new to learn. Try to start using shortcuts as soon as you start working on it as it really saves a lot of time. Sitecore Experience Platform has maximum number of features which is good but then you need to spend time learning them all

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

• Sitecore has a decent supply of out of the box components and capabilities that can be fairly easily styled to meet business needs without much customization needed. This often helps speed to market.
• Sitecore has had the flexibility of offering on-premise hosting or cloud hosting to meet different needs of clients, though recently they have strongly pushed their cloud-based hosting. This is in alignment with the industry and very helpful for organizations that aren't looking to add another product to the portfolio of packages that their internal IT teams need to manage
• Sitecore has a capable UI for editing content. Though some competition may do better in this regard, Sitecore's editing interface is fully capable.

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

• Searching something is difficult, we need to backtrack a lot within Sitecore Experience Platform
• I found Sitecore Experience Platform to be a bit slow, it takes time to load things
• Its difficult to work with when we need every page and components to have translations
• Publish items and subitems is possible but sub-sub items need to be published manually or we need to create scripts

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

Implemented for various projects such as:›Market and sales intelligence Competitor tracking Management moves Social media tracking Customized information sourcing. Use web-scraping and parsing for data harvesting where the search is keyword-based and, the content and data extractions are required from various websites•Implemented for diverse requirements:›Social media tracking›Image recognition›Pricing comparison›Competitor content mapping›e-Commerce products’ cataloging, etc.

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.

1. Customized software development & maintenance. 2. Technology Consulting - Consulting-based services for technology solutions data engineering or cloud solutions. 3. Used for tapping into multiple data sources such as CRM and marketing automation systems and, creating automated data extracts with a high-end visual representation of data. 4. Implemented for scheduling an existing report to automatically refresh and be delivered to specific users at a specific regular interval.

Incentivized

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

All of these platforms have their pros and cons. Selecting the best fit is a matter aligning corporate need vs features provided. Have a .NET shop with an advanced marketing team looking to push UX forward and willing to pay a premium, then Sitecore may be the right fit. Have an organization centered around Java and only looking for basic CMS capabilities or looking for a budget-friendly option, then there may be better options beyond Sitecore.

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.

• We faced issues while integrating it with other tools like Marketo and salesforce
• Difficult to manage translations in this CMS
• Easy to create user roles, categories, page structure and tags

Incentivized