What users are saying about
15 Ratings
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Score 9.6 out of 100
17 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Platform & Infrastructure

    8.5

    CustomerSuccessBox

    85%

    Sitecore Experience Platform

    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%

    Sitecore Experience Platform

    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%

    Sitecore Experience Platform

    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

    8.8
    88%
    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%

    Sitecore Experience Platform

    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 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    9.6

    CustomerSuccessBox

    96%
    15 Ratings
    9.0

    Sitecore Experience Platform

    90%
    2 Ratings

    Usability

    9.4

    CustomerSuccessBox

    94%
    15 Ratings
    9.0

    Sitecore Experience Platform

    90%
    1 Rating

    Support Rating

    9.4

    CustomerSuccessBox

    94%
    15 Ratings
    9.0

    Sitecore Experience Platform

    90%
    1 Rating

    Professional Services

    CustomerSuccessBox

    N/A
    0 Ratings
    9.0

    Sitecore Experience Platform

    90%
    1 Rating

    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

    Sitecore

    3 Scenarios where Sitecore Experience Platform is well suited: 1. Customized AI/ML Model development - Developing and deploying ML/AI models to automate tasks related to the process. e.g., image classification, sentiment analysis or text classification, etc.2. RPA & Chatbots - RPA scripts to automate simpler tasks and integrate with legacy systems (UI path, opensource RPA scripts). Implementation of chatbots training by human agents to respond to redundant queries 3. Data Enrichment - Structuring and enriching data using automated techniques in ML as well as human agent labeling
    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

    Sitecore

    • 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.
    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

    Sitecore

    • While the UI is capable, some other products in this space have a much more intuitive editing interface. Sitecore could do better in providing an easy to use editing UI.
    • It would be nice to see a fully managed Sitecore instead of just cloud hosted
    • The price falls more to the premium side of things. Making the value proposition a bit harder to justify
    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/

      Sitecore Experience Platform

      Starting Price

      Editions & Modules

      Sitecore Experience Platform 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

        Sitecore

        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.
        Read full review

        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

        Sitecore

        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.
        Read full review

        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

        Sitecore

        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.
        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

        Sitecore

        • For mature marketing organizations, the analytics that Sitecore allows you to capture have been valuable in pushing forward marketing objectives and giving insight into how to tailor content for the best UX
        Read full review

        Screenshots

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