CustomerSuccessBox vs. Zoomin

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!!!!!

Zoomin is best suited for an organization that uses DITA or other forms of structured authoring in at least one department. The structure provided by DITA will lay the foundation for all other types of content that are imported into Zoomin.

• 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

• The biggest advantage to using Zoomin is the care and loyalty of their people. No matter what occurred throughout the process, they were with us 100%.
• The Zoomin product is one of the few DITA compatible products I've seen that presents a current and professional interface.
• Zoomin's roadmap is impressive and I've actually seen first-hand that they really do make good on items on their roadmap!

• 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

• Zoomin's SalesForce integration is a must finish. It's almost there, but they haven't been able to get Salesforce to certify it.

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

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

• 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.

• Our new Zoomin based interface increased traffic to our doc site by 600%.
• The new Zoomin based site decreased traffic to the support portal by 10-20% for all segments of the business.
• Customer comments provided positive results as customers started to see we were making much needed improvement.