What users are saying about
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45 Ratings
9 Ratings
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Score 8.9 out of 100

WalkMe

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45 Ratings
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Score 8.3 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

WalkMe

WalkMe is well suited to large enterprises that have a customer-facing web presence and are looking to offload some of the general customer service calls to an ai-driven, automated remediation platform. WalkMe would not be useful for smaller companies or ones that don't have an interactive external-facing web site.
Mark McCully | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.6
WalkMe
API
CustomerSuccessBox
8.7
WalkMe
Integration with Salesforce.com
CustomerSuccessBox
8.5
WalkMe

Customer Data Extraction / Integration

CustomerSuccessBox
8.9
WalkMe
Product usage
CustomerSuccessBox
8.8
WalkMe
Help desk / support tickets
CustomerSuccessBox
8.9
WalkMe

Customer Success Management

CustomerSuccessBox
8.7
WalkMe
NPS surveys
CustomerSuccessBox
8.3
WalkMe
Sponsor tracking
CustomerSuccessBox
8.6
WalkMe
Customer profiles
CustomerSuccessBox
8.5
WalkMe
Automated workflow
CustomerSuccessBox
8.7
WalkMe
Customer health scoring
CustomerSuccessBox
9.0
WalkMe
Customer segmentation
CustomerSuccessBox
8.8
WalkMe

CSM Reporting & Analytics

CustomerSuccessBox
8.5
WalkMe
Customer health trends
CustomerSuccessBox
8.9
WalkMe
Engagement analytics
CustomerSuccessBox
8.7
WalkMe
Revenue forecasting
CustomerSuccessBox
7.8
WalkMe
Dashboards
CustomerSuccessBox
8.7
WalkMe

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

WalkMe

  • Walk-thrus: It's their bread and butter and where they excel. I can take someone that is familiar with our product and using WalkMe they can quickly build engaging walk-thrus that walk a user from the beginning to the end of a process. Using the logic engine built into WalkMe they can build rules for error messages, wrong turns, abandoned pages, or even steps that require them to wait while they leave our system and come back a day later.
  • Launchers: Another one of their staples, but a great tool. We can tie these launchers to an element on a page and quickly add help to a page. We have also used this to overcome design flaws. We added a button to a page and it is used more than the hardcoded link to the same page.
  • Goals: Goals can be added to each walk-thru and allow us to track the effectiveness of our walk-thrus and the behavior of our users. Sometimes a walk-thru will expose unexpected behaviors of our users. Goals will also continue to track after a user closes the walk-thru. So we will still know the outcome of a walk-thru even if the users feels that they can continue without the walk-thru.
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

WalkMe

  • The biggest con of using WalkMe is they are lacking in providing clean and fast UI.
  • Platform becomes slow sometimes and often lagging on various tabs.
  • It gets really slow while logging n as it takes a lot of time to log in easily.
Alan Stanley | 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

WalkMe

WalkMe 9.0
Based on 2 answers
WalkMe has done a great job of making their tool easy to use. However because it is a Firefox plugin it causes me to need another browser and sacrifice the left 2 - 3 inches of my display, when working on a laptop this makes it a bit painful. Also when publishing you can organize your list of walk-thrus, the window size is small and limited to the constraints of the WalkMe tool.
Anonymous | TrustRadius Reviewer

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

WalkMe

WalkMe 10.0
Based on 2 answers
The WalkMe Support Team was phenomenal. My support rep made a genuine effort to ensure my success with using the WalkMe Software. She was kind, patient, and very knowledgeable on the software. If there was a question she did not know the answer too, she would find the answer and get back to me as soon as possible
Aaron Goldstein | TrustRadius Reviewer

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

WalkMe

WalkMe is an outstanding platform and its technical support is so calm and professional. Always listen to the queries well and respond out with the alternative or solution to increase a good experience of the user. The best feature of WalkMe which I like the most is the integration with other software. WalkMe can easily integrate with other third-party software which I was already using in the company for the past few years. It integrates with them very well and starts helping in other functions as well. It helps me a lot in changing and advancing my previous software.
Jason Sauquet | 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

WalkMe

  • It helped us save time as we got lesser confused calls from our clients.
  • It has increased productivity thanks to its customisable features.
  • It however did take a lot of time for employees to learn it after learning it,it saved a lot of time.
Varun Kainthla | 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

WalkMe

General

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

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
8.9
WalkMe
8.3

Likelihood to Renew

CustomerSuccessBox
WalkMe
8.0

Usability

CustomerSuccessBox
8.8
WalkMe
9.0

Support Rating

CustomerSuccessBox
9.1
WalkMe
10.0

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