CustomerSuccessBox vs. Userlane

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!!!!!

Well suited:

• Web-based software with many users, complex processes (or both) --> Easy to fix a lot of common support / training issues very fast
• Software rollouts with high costs associated to ensure user acceptance is great --> Great feedback from users
• Multiple applications where processes are adjusted regularly --> Fast to roll out across many apps and easy to maintain

Not so well suited:

• Desktop apps -- > Doesn't really work for desktop
• Mobile apps --> Limited support, only works for web-based mobile apps
• Small user base (less than 50 users) --> Not required when there are only a few 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

• Unbiased people and company.
• Professional team.
• Solution oriented team.

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

• Need to Improve User level analytics
• Need to Improve UX/UI
• Need to improve reporting
• More option to export the analytics report ,Currently you can export in PDF.

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

• Easy to use content editor, no specific knowledge needed
• Super fast to create interactive guides, went live within days
• Clean and actionable analytics, not too bloated

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

I haven't used any other to much extent.

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.

• Higher conversion rate.
• Less support needed.
• Proactive communication solves the most user questions.

Incentivized