What users are saying about
5 Ratings
15 Ratings
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Score 9.6 out of 100
5 Ratings
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Score 9.3 out of 100

Feature Set Ratings

  • Vitally ranks higher in 4 feature sets: Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics

Platform & Infrastructure

8.5

CustomerSuccessBox

85%
10.0

Vitally

100%
Vitally ranks higher in 2/2 features

API

8.6
86%
9 Ratings
10.0
100%
1 Rating

Integration with Salesforce.com

8.5
85%
7 Ratings
10.0
100%
1 Rating

Customer Data Extraction / Integration

9.5

CustomerSuccessBox

95%
10.0

Vitally

100%
CustomerSuccessBox ranks higher in 1/2 features

Product usage

9.4
94%
15 Ratings
10.0
100%
1 Rating

Help desk / support tickets

9.6
96%
12 Ratings
N/A
0 Ratings

Customer Success Management

9.1

CustomerSuccessBox

91%
9.7

Vitally

97%
Vitally ranks higher in 6/7 features

NPS surveys

7.9
79%
11 Ratings
8.0
80%
1 Rating

Sponsor tracking

8.8
88%
8 Ratings
N/A
0 Ratings

Customer profiles

9.2
92%
14 Ratings
10.0
100%
1 Rating

Automated workflow

9.6
96%
14 Ratings
10.0
100%
1 Rating

Customer health scoring

9.4
94%
13 Ratings
10.0
100%
1 Rating

Customer segmentation

9.6
96%
15 Ratings
10.0
100%
1 Rating

Internal collaboration

N/A
0 Ratings
10.0
100%
1 Rating

CSM Reporting & Analytics

8.8

CustomerSuccessBox

88%
9.8

Vitally

98%
Vitally ranks higher in 4/4 features

Customer health trends

9.1
91%
13 Ratings
10.0
100%
1 Rating

Engagement analytics

8.6
86%
14 Ratings
10.0
100%
1 Rating

Revenue forecasting

8.1
81%
9 Ratings
9.0
90%
1 Rating

Dashboards

9.4
94%
15 Ratings
10.0
100%
1 Rating

Security

CustomerSuccessBox

Feature Set Not Supported
N/A
10.0

Vitally

100%
Vitally ranks higher in 1/1 features

Role-based user permissions

N/A
0 Ratings
10.0
100%
1 Rating

Attribute Ratings

  • Vitally is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.6

CustomerSuccessBox

96%
15 Ratings
10.0

Vitally

100%
1 Rating

Usability

9.4

CustomerSuccessBox

94%
15 Ratings

Vitally

N/A
0 Ratings

Support Rating

9.4

CustomerSuccessBox

94%
15 Ratings

Vitally

N/A
0 Ratings

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

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.
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

Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
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

Vitally

  • NPS measurement is not particularly customizable
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/

    Vitally

    Starting Price

    Editions & Modules

    Vitally 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

      Vitally

      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.
      Read full review

      Vitally

      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.
      Read full review

      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.
      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

      Vitally

      • Increased renewal rates
      • Reduced overall time spent analyzing customer health
      • Reduces manual tasks for customer health
      Read full review

      Screenshots

      Add comparison