What users are saying about
1 Rating
9 Ratings
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Score 8.9 out of 100
1 Rating
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Score 10 out of 100

Likelihood to Recommend

CustomerSuccessBox

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!!!!!
Karthik Jairam | TrustRadius Reviewer

Vitally

  • Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
  • While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.6
Vitally
10.0
API
CustomerSuccessBox
8.7
Vitally
10.0
Integration with Salesforce.com
CustomerSuccessBox
8.5
Vitally
10.0

Customer Data Extraction / Integration

CustomerSuccessBox
8.9
Vitally
10.0
Product usage
CustomerSuccessBox
8.8
Vitally
10.0
Help desk / support tickets
CustomerSuccessBox
8.9
Vitally

Customer Success Management

CustomerSuccessBox
8.7
Vitally
9.7
NPS surveys
CustomerSuccessBox
8.3
Vitally
8.0
Sponsor tracking
CustomerSuccessBox
8.6
Vitally
Customer profiles
CustomerSuccessBox
8.5
Vitally
10.0
Automated workflow
CustomerSuccessBox
8.7
Vitally
10.0
Customer health scoring
CustomerSuccessBox
9.0
Vitally
10.0
Customer segmentation
CustomerSuccessBox
8.8
Vitally
10.0
Internal collaboration
CustomerSuccessBox
Vitally
10.0

CSM Reporting & Analytics

CustomerSuccessBox
8.5
Vitally
9.8
Customer health trends
CustomerSuccessBox
8.9
Vitally
10.0
Engagement analytics
CustomerSuccessBox
8.7
Vitally
10.0
Revenue forecasting
CustomerSuccessBox
7.8
Vitally
9.0
Dashboards
CustomerSuccessBox
8.7
Vitally
10.0

Security

CustomerSuccessBox
Vitally
10.0
Role-based user permissions
CustomerSuccessBox
Vitally
10.0

Pros

CustomerSuccessBox

  • Provides product adoption and client relationship metrics on Account level.
  • Provides options for customizable dashboards.
  • Automated alerts based on set criteria.
  • Sheldon [ai] recommendations.
  • Quick support
Sachin Agarwal | TrustRadius Reviewer

Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
Anonymous | TrustRadius Reviewer

Cons

CustomerSuccessBox

  • Quick add logs/tasks directly from the account page, this will save a lot of loading time and effort.
  • Software load speed.
Gavin Thomas | TrustRadius Reviewer

Vitally

  • NPS measurement is not particularly customizable
Anonymous | TrustRadius Reviewer

Usability

CustomerSuccessBox

CustomerSuccessBox 8.8
Based on 9 answers
For a product Like CSB - User Interface is very important , & I must say CSB has User Interface.CSB runs smooth.Different Attributes at tips to ease the work.Integrating all my customers in one view
Ankur Parswani | TrustRadius Reviewer

Vitally

No score
No answers yet
No answers on this topic

Support Rating

CustomerSuccessBox

CustomerSuccessBox 9.1
Based on 9 answers
It is very good and can be reached on emails easily, support gives the resolution on time and can help in working us productively
Akshay Jangra | TrustRadius Reviewer

Vitally

No score
No answers yet
No answers on this topic

Alternatives Considered

CustomerSuccessBox

We have chosen CustomerSuccessBox as it provides a 360degree customer view and end-to-end customer success management. On top of that having the visibility to automate alerts.
Shweta Dubey | TrustRadius Reviewer

Vitally

  • Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
  • Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
  • Vitally worked out to be much cheaper for our needs.
Anonymous | TrustRadius Reviewer

Return on Investment

CustomerSuccessBox

  • 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.
Sachin Agarwal | TrustRadius Reviewer

Vitally

  • Increased renewal rates
  • Reduced overall time spent analyzing customer health
  • Reduces manual tasks for customer health
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

CustomerSuccessBox

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$ 499*

* per user

Vitally

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
8.9
Vitally
10.0

Usability

CustomerSuccessBox
8.8
Vitally

Support Rating

CustomerSuccessBox
9.1
Vitally

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