CustomerSuccessBox vs. Wufoo

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!!!!!

Wufoo is well suited when someone needs to gather data from visitors. It's not so well suited when you need to have people send files over 25MB in size. That's the limit and it's pretty low. We use it for resumes and MS Word files, so the size is okay for us, but might not be the case for other needs.

Incentivized

• 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

• Flexible, multiple entry forms: Wufoo allows users to create forms with multiple options or formats (radio, single choice, checkbox, text, paragraph text)
• Conditional forms: Need to ask a question that only applies to a specific group? Then Wufoo is for you - it allows you to create conditional logic that allows you to reserve specific paths for specific entrants.
• Integrations: Wufoo integrates with EVERYTHING via Zapier. You can sync it to Google sheets, email ESPs / CRMs, payment gateways... All kinds of applications for this software with its flexible uses & integrations, including embeddable HTML or direct integration to your website.

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

• I think the monthly submissions should increase. As of now, you get 100 submissions per month. That's not a whole lot.
• I would like it if the Submissions that are emailed out would come in HTML format instead of text format. Sometimes it can be a little confusing.

Incentivized

I only give it this mid-range rating because, since the 2014 Super Bowl is history, our company will be closing in a couple months. I hope in my next employment opportunity that I will be able to use Wufoo again. I will probably use it to a limited extent in my personal life to communicate with friends and contacts in a unique manner. I am also working on a Certificate in Web Development and I definitely use Wufoo as embedded forms in websites I build.

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

Wufoo's usability from the user to the client is simple. The forms are simple to construct and they are easy for our clients to fill out. I have yet to really hit something that is difficult to do and even when I do get a little stumped their excellent support team helps me through it.

From all the time I've been using it (around 10 years) I've never seen an outage or application error.

Incentivized

Every time I try to use a different Form Builder - I constantly go back to Wufoo, especially compared to WordPress Plugin Form Builders. The biggest reason is the reliability of the form notifications getting sent and delivered are better than form builder that rely on the Wordpress Mail Send Feature. The only feature that I have found over the last 3 years that Wufoo is missing is the ability to customize the layout of the notification emails. But that is minor in the grand scope of its reliability.

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.

I will be completely honest - I have never needed to contact any specific support for Wufoo. This is because we've never had any problems with Wufoo that I'm aware of! It has proved to be a reliable and easy to use product, and therefore, we have not needed to reach out for any kind of support or assistance. I suppose this would speak to the exceptional quality of the product!

Incentivized

Good imbedded videos that visually demonstrate how to create an element within the form.

Implementing Wufoo was a seamless process. It was an instantaneous transition from the old pdf forms and webforms we were using to the easier to understand Wufoo forms. Employees learned it with ease and the clients response was instantaneously positive. Adding Wufoo to your workflow is not only easy it is necessary.

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

In terms of building reports, Wufoo is very similar to Google Forms. Both have the capability to edit live forms and immediately share them. Wufoo offers a few more features than Google Forms does as well. Overall, our department has looked at both options and continues to use Wufoo because of the data management and ease of building forms.

Incentivized

I didn't help purchase this product.

Incentivized

I think it can be integrated with different software but not sure about its scalability.

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.

• Wufoo has had a positive impact on our marketing department by allowing us to create and deploy forms on our websites and landing pages with significantly increased efficiency and speed.
• Wufoo has also had a huge impact in reducing our reliance on IT support to build and deploy forms to our websites.
• Wufoo has also empowered our marketing team to be able to try and solve our business problems through tons of integrations between Wufoo and other 3rd party systems (such as Salesforce and Zapier).

Incentivized