TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CustomerSuccessBox

    Score9.5 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

    Slack

    Score9 out of 10
    N/ASlack is a group messaging or team collaboration app that aims to simplify communication for businesses. Features include open discussions, private groups, and direct messaging, as well as deep contextual search and message archiving, and file sharing. Slack integrates with a number of other tools, such as MailChimp, Dropbox, and Google Drive. Slack was acquired by Salesforce in December 2020. The product is free to use, and also has paid plans with more features and greater controls. The…

    $8.75

    per month per user

    Pricing
    CustomerSuccessBoxSlack
    Editions & Modules
    No answers on this topic
    Free
    $0
    Pro
    $7.25*
    per month per user
    Business+
    $12.50*
    per month per user
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    CustomerSuccessBoxSlack
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    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/*Per active user, per month, when paying once a year. Pro is $8.75 USD per active user when paying month to month. Business+ is $15.00 USD per active user when paying month to month.
    More Pricing Information
    Community Pulse
    CustomerSuccessBoxSlack
    Considered Both Products
    Customer Success Box
    No answer on this topic
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    97%
    Would buy again
    503 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    99%
    Delivers good value for the price
    426 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    98%
    Happy with the feature set
    510 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    98%
    Lived up to sales and marketing promises
    295 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    99%
    Implementation went as expected
    330 Answers
    Features
    CustomerSuccessBoxSlack
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    8.5
    11 Ratings
    2% below category average
    Slack
    -
    Ratings
    API8.59 Ratings00 Ratings
    Integration with Salesforce.com8.57 Ratings00 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    9.4
    15 Ratings
    7% above category average
    Slack
    -
    Ratings
    Product usage9.315 Ratings00 Ratings
    Help desk / support tickets9.512 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    9.0
    15 Ratings
    5% above category average
    Slack
    -
    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 CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    8.8
    15 Ratings
    5% above category average
    Slack
    -
    Ratings
    Customer health trends9.313 Ratings00 Ratings
    Engagement analytics8.614 Ratings00 Ratings
    Revenue forecasting8.29 Ratings00 Ratings
    Dashboards9.315 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    -
    Ratings
    Slack
    7.9
    628 Ratings
    2% above category average
    Task Management00 Ratings7.6430 Ratings
    Gantt Charts00 Ratings6.961 Ratings
    Scheduling00 Ratings7.8363 Ratings
    Workflow Automation00 Ratings8.0396 Ratings
    Mobile Access00 Ratings9.4601 Ratings
    Search00 Ratings8.2608 Ratings
    Visual planning tools00 Ratings7.3275 Ratings
    Communication
    Comparison of Communication features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    -
    Ratings
    Slack
    8.7
    636 Ratings
    9% above category average
    Chat00 Ratings9.6635 Ratings
    Notifications00 Ratings8.7632 Ratings
    Discussions00 Ratings9.2620 Ratings
    Surveys00 Ratings8.1413 Ratings
    Internal knowledgebase00 Ratings7.8412 Ratings
    Integrates with GoToMeeting00 Ratings8.9110 Ratings
    Integrates with Gmail and Google Hangouts00 Ratings8.7182 Ratings
    Integrates with Outlook00 Ratings8.9120 Ratings
    File Sharing & Management
    Comparison of File Sharing & Management features of CustomerSuccessBox and Slack
    Feature
    CustomerSuccessBox
    -
    Ratings
    Slack
    8.4
    603 Ratings
    4% above category average
    Versioning00 Ratings8.2326 Ratings
    Video files00 Ratings8.2541 Ratings
    Audio files00 Ratings8.4527 Ratings
    Document collaboration00 Ratings7.9429 Ratings
    Access control00 Ratings8.3411 Ratings
    Advanced security features00 Ratings8.3362 Ratings
    Integrates with Google Drive00 Ratings9.0211 Ratings
    Device sync00 Ratings9.0455 Ratings
    Best Alternatives
    CustomerSuccessBoxSlack
    Small Businesses
    ClientSuccess
    Score6 out of 10
    Flock
    Score9.5 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Troop Messenger
    Score9.8 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    Cisco Business Edition 7000 (discontinued)
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CustomerSuccessBoxSlack
    Likelihood to Recommend
    9.5
    (15 ratings)
    9.1
    (639 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (25 ratings)
    Usability
    9.3
    (15 ratings)
    9.0
    (255 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (2 ratings)
    Support Rating
    9.3
    (15 ratings)
    10.0
    (68 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.9
    (5 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    9.7
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    CustomerSuccessBoxSlack
    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
    Salesforce
    Slack is ideal for Scrum and agile teams that need continuous communication during sprint planning, daily stand-ups, backlog refinement, testing, and retrospectives. Slack is well-suited for maintaining team knowledge through searchable conversations and dedicated channels, where experienced team members help onboard new QA analysts.
    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.
    Incentivized
    Read full review
    Salesforce
    • Customer issues: Threads feature allows us to group a particular issue in a single thread and discuss within that thread. I can use the thread link to embed in JIRA ticket for tracking progress in JIRA (which is our details engineering tracking system).
    • Ability to add folder to Slack channel helps keep important information, documents easily accessible. e.g., we use this to keep a "ramp up" folder that can be used by any new joiner.
    • Global search is effective when I forget which group a particular message was in.
    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.
    Incentivized
    Read full review
    Salesforce
    • Would love a better integration with GitHub. For example, notifications when your PR is updated, when review is requested, @-mention in comments, etc.
    • Improved "Later" tab, for example the ability to create to-do lists or making the "Later" tab into a more powerful to-do list (annotate items with notes)
    • More powerful integrations, e.g. Google Calendar could render a calendar view within Slack, rather than sending the daily schedule
    Incentivized
    Read full review
    Likelihood to Renew
    Customer Success Box
    No answers on this topic
    Salesforce
    To be more transparent, I give 10 because Slack serves our collaboration needs. It provide us a good platform for team communication relaying important update within the company, it has even mobile app where you can install in your phone to monitor any updates within that team that needs your immediate attention and intervention.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Salesforce
    Slack has good usability. Devs that are not familiar with the platform are able to jump into conversations and start sharing code and links within just minutes. Non developers are also able to understand the layout such as the Project Managers that are keeping the projects on track. We have not seen any tickets where employees are having trouble understanding Slack.
    Incentivized
    Read full review
    Reliability and Availability
    Customer Success Box
    No answers on this topic
    Salesforce
    Yes, the app works 24/7. I don't even recall having any period that we could not use since the implementation. Even the maintenance periods are barely noticeable and our work is not impacted by it when it happens.
    Incentivized
    Read full review
    Performance
    Customer Success Box
    No answers on this topic
    Salesforce
    Slack is a soft app, we don't have many issues with it. I recall one or two people complaining about something during our usage period, but I didn't have a bad experience. When the app is slow, usually the problem is with my computer or my internet. The app works just fine.
    Incentivized
    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
    Salesforce
    Whenever I've had to troubleshoot an issue with Slack (which, to be honest, has not happened very often), their online documentation has been easy to locate, easy to understand, and effective in resolving my issue. Slack's ever-growing popularity also means that there's a large community of practice out there that can be depended upon.
    Incentivized
    Read full review
    Implementation Rating
    Customer Success Box
    No answers on this topic
    Salesforce
    I was not part of the implementation team, but I recall being 100% happy and excited to learn and use a new tool. I'm still am to be honest.
    Incentivized
    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.
    Incentivized
    Read full review
    Salesforce
    I like Slack better than ClickUp, because I would spend 30-60 minutes a day updating my ClickUp tasks. The way ClickUp was used was very micromanaging. I billed by the hour, so I was willing to put in the time to alert the boss what tasks I was working on.
    One of my jobs used Hive - I mostly just ran it in the background in case anyone messaged me. I did not use it often.
    Incentivized
    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
    Salesforce
    • Slack has been incredibly helpful in connecting various tech apps and ecosystems, creating a more streamlined and responsive process.
    • Slack has made it significantly easier to communicate with our team members across multiple time zones, creating a more engaging environment for our all-remote team.
    Incentivized
    Read full review
    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