CustomerSuccessBox vs. Sitecore Search

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CustomerSuccessBox
Score 9.5 out of 10
Mid-Size Companies (51-1,000 employees)
What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.…N/A
Sitecore Search
Score 8.9 out of 10
N/A
Sitecore Search (or Sitecore Discover, formerly Reflektion), is a customer centric personalization platform that optimizes customer experiences on an individual basis in real time.N/A
Pricing
CustomerSuccessBoxSitecore Search
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CustomerSuccessBoxSitecore Search
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$499 per userNo setup fee
Additional DetailsThe 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/
More Pricing Information
Features
CustomerSuccessBoxSitecore Search
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
CustomerSuccessBox
8.5
11 Ratings
1% below category average
Sitecore Search
-
Ratings
API8.59 Ratings00 Ratings
Integration with Salesforce.com8.57 Ratings00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
CustomerSuccessBox
9.4
15 Ratings
7% above category average
Sitecore Search
-
Ratings
Product usage9.315 Ratings00 Ratings
Help desk / support tickets9.512 Ratings00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
CustomerSuccessBox
9.0
15 Ratings
6% above category average
Sitecore Search
-
Ratings
NPS surveys7.811 Ratings00 Ratings
Sponsor tracking9.18 Ratings00 Ratings
Customer profiles9.014 Ratings00 Ratings
Automated workflow9.514 Ratings00 Ratings
Customer health scoring9.313 Ratings00 Ratings
Customer segmentation9.515 Ratings00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
CustomerSuccessBox
8.8
15 Ratings
5% above category average
Sitecore Search
-
Ratings
Customer health trends9.313 Ratings00 Ratings
Engagement analytics8.614 Ratings00 Ratings
Revenue forecasting8.29 Ratings00 Ratings
Dashboards9.315 Ratings00 Ratings
Best Alternatives
CustomerSuccessBoxSitecore Search
Small Businesses
ChurnZero
ChurnZero
Score 8.9 out of 10
Yext
Yext
Score 9.0 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 8.9 out of 10
Guru
Guru
Score 9.2 out of 10
Enterprises
Gainsight CS
Gainsight CS
Score 8.8 out of 10
Guru
Guru
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CustomerSuccessBoxSitecore Search
Likelihood to Recommend
9.5
(15 ratings)
9.0
(2 ratings)
Usability
9.3
(15 ratings)
-
(0 ratings)
Support Rating
9.3
(15 ratings)
-
(0 ratings)
User Testimonials
CustomerSuccessBoxSitecore Search
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!!!!!
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Sitecore
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.
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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.
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Sitecore
  • 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.
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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.
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Sitecore
  • 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.
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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.
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Sitecore
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.
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Sitecore
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.
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Sitecore
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.
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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.
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Sitecore
  • 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.
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ScreenShots

CustomerSuccessBox Screenshots

Screenshot of 360 Degree View 

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system, and even your homegrown systems to provide customer success managers a complete 360-degree view of each account.Screenshot of Actionable Platform

No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.Screenshot of Segmentation

Customer Segmentation is done based on revenue generated/MRR (Enterprise-Mid market-SMBs or Tier 1-Tier 2-Tier3), location (US, Asia, EMEA, ANZ, etc), Product used or plans opted for, etc.Screenshot of Playbooks 

Time-bound playbooks are created to manage tasks to onboard, increase product adoption, renewals, and upsells.  Playbooks help in creating an Ideal Customer Journey along with various Tasks, Outcomes & Milestones

Sitecore Search Screenshots

Screenshot of Screenshot of Product MerchandisingScreenshot of Instant Visual Search