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CustomerSuccessBox is a versatile tool that is used company-wide, extending beyond the customer success department to account management …
Overview
What is CustomerSuccessBox?
What is CustomerSuccessBox?An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a…
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Popular Features
- Customer segmentation (15)9.595%
- Dashboards (15)9.393%
- Product usage (15)9.393%
- Customer profiles (14)9.090%
Pricing
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What is CustomerSuccessBox?
What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a…
Entry-level set up fee?
- $499 per userRequired
For the latest information on pricing, visithttps://customersuccessbox.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is Freshsuccess?
Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails, chats,…
What is Churn360?
Churn360 brings customer data that exists in various sources into one single view making it easier for Customer Success Managers to get a complete picture of the customer. Churn360 integrates with third party customer communication software to brings all communication related to one customer in a…
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Product Details
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- Competitors
- Tech Details
- FAQs
What is CustomerSuccessBox?
What is CustomerSuccessBox?
An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.
CustomerSuccessBox provides AI-generated proactive recommendations for CSMs to drive retention by learning and analyzing historical data. It enables success managers to deliver a consistent customer onboarding experience, improve retention, drive upsell and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week. It is built to handle 2,200 events/second to give you the real picture of the customer account health. CustomerSuccessBox’s clientele includes global clients like LeadSquared, Raken, Locus, and Headset.
CustomerSuccessBox Features
Customer Data Extraction / Integration Features
- Supported: Product usage
- Supported: Help desk / support tickets
- Supported: Billing
Customer Success Management Features
- Supported: NPS surveys
- Supported: Sponsor tracking
- Supported: Customer profiles
- Supported: Automated workflow
- Supported: Customer health scoring
- Supported: Customer segmentation
CSM Reporting & Analytics Features
- Supported: Customer health trends
- Supported: Engagement analytics
- Supported: Revenue forecasting
- Supported: Dashboards
- Supported: Customer lifetime value
- Supported: Churn rate
Platform & Infrastructure Features
- Supported: API
- Supported: Integration with Salesforce.com
CustomerSuccessBox Screenshots
CustomerSuccessBox Video
CustomerSuccessBox Integrations
CustomerSuccessBox Competitors
CustomerSuccessBox Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States |
| Supported Languages | English |
Frequently Asked Questions
Reviewers rate Help desk / support tickets and Automated workflow and Customer segmentation highest, with a score of 9.5.
The most common users of CustomerSuccessBox are from Mid-sized Companies (51-1,000 employees).
CustomerSuccessBox Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 90% |
| Enterprises (more than 500 employees) | 10% |
Comparisons
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Reviews and Ratings
(15)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
CustomerSuccessBox is a versatile tool that is used company-wide, extending beyond the customer success department to account management and marketing teams. Account managers rely on CustomerSuccessBox to gain a comprehensive view of existing accounts and identify potential threats. By analyzing data within the software, these teams can easily find referenceable customers and users, which is valuable for marketing initiatives. The software has been integrated into the organization's workflow for almost a year, serving as a reliable platform to manage client and relationship data across teams.
CustomerSuccessBox has proven to be an invaluable tool for managing, analyzing, and visualizing account health and relationships. It offers insightful data that enables teams to create successful strategies and make informed decisions. With features like event tracking, email management, note-taking, task management, and risk analysis throughout the customer lifecycle, CustomerSuccessBox streamlines processes and ensures key tasks are completed at each stage through its Playbooks feature.
The software has become the single source of truth for the Customer Success Team. Its dashboard provides a holistic view of different account portfolios, allowing teams to customize it according to their business needs. This flexibility aids decision-making processes significantly. Additionally, setting up automated alerts for important milestones ensures proactive engagement with customers. Integration with other tools further enhances productivity by automating workflows and providing valuable business insights.
Leveraging its data-driven AI feature called Sheldon [ai], CustomerSuccessBox provides recommendations for decision-making based on product engagement data. By managing the portfolio of each customer success manager and predicting client behavior, CustomerSuccessBox enables teams to identify potential clients as well as dormant ones, facilitating upselling opportunities and churn prediction.
Apart from its role in customer success management, CustomerSuccessBox proves useful for sales and customer support teams as well. Sales teams utilize the software to identify software adoption levels, track customer tickets in real-time, and promptly resolve any issues that may arise. Meanwhile, customer support teams rely on CustomerSuccessBox to plan their day effectively, minimize churn risk, bridge the gap between users and clients, and manage renewal and pending invoices.
For all teams involved, CustomerSuccessBox offers user-level data that enhances product visibility and helps foster strong relationships with clients. By providing a detailed perspective and seamlessly linking emails and texts, the software ensures day-to-day work is productive and analytical. Overall, CustomerSuccessBox serves as a comprehensive solution for customer lifecycle tracking, enabling companies to drive product adoption, reduce churn, improve customer retention, and ultimately achieve greater success in their business endeavors.
Users commonly recommend the product for efficiently managing accounts, tracking employee performance, and engaging with customers. They suggest familiarizing oneself with the tool to effortlessly handle a large number of accounts. Users highly recommend using it to monitor user experience and enhance customer retention. Furthermore, they find it valuable for managing proactive risks and scaling up teams. Users highly recommend it for effectively managing customer accounts and suggest it particularly for new users of customer success technology, as it provides personalized support and best practices. The product is also recommended for streamlining CS operations, especially for companies with over 200 customers. Additionally, users suggest utilizing it to integrate marketing and customer success functions, specifically for executing advocacy campaigns. Lastly, it is recommended for automating email communication with existing customers and assessing relationship health.
Attribute Ratings
Reviews
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November 08, 2021
End to End Solutions for Client Retention
In our organization, CustomerSuccessBox is used to manage the client and relationship data across teams (Customer Sucess, Implementation, and Support Team).
It has been a great tool to manage, analyze and visualize the account health and relationship with us.
It help us to provide insight to create successful strategies.
It has been a great tool to manage, analyze and visualize the account health and relationship with us.
It help us to provide insight to create successful strategies.
- Relationship Health
- Account Usage
- Modules usage
- Logs
- Gmail sync
- Alert for further actions required
- Auto Tasks and List creation
- Nothing as of now, but if there would be a mobile App that would be handy to operate it.
100%
10.0
100%
10.0
100%
10.0
N/A
N/A
90%
9.0
- Client Retention
- Engagement Tracking
- Modules usage insight
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.
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.
October 25, 2021
One of the best choice for CSM
We have around 35 CSMs which are using csbox for the last 7 months. I have implemented this software and currently now managing complete software. Csbox has solved most of the problems which we were facing since we are a large team. It manages the portfolio of each csm very nicely, once you linked your product engagement data with csbox it will start recording the client activities of your website in csbox just like Google Analytics, by using this data you can actually predict clients behaviour of using your software and you can define product health with the product engagement data. Which really helpful to csms to identify their potential and dormant clients and then according to you can pitch your clients for upselling and predict churn respectively. You can also Relationship health based on your calling frequency. Syncing calendars will help you link the email communication with clients in csbox. Also, the journey is a kind of automation feature where you can automatically send an email template to your clients, auto-enrollment in the playbook, auto-assignment accounts to different csms etc. I have automated 7,8 manual tasks with this journey features.
- 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.
- 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.
90%
9.0
58.33333333333333%
5.8
40%
4.0
N/A
N/A
45%
4.5
- Positive impact is that now we know the potential of our clients and accordingly we can upsell, also we can identify our dormant clients which we can identify early and that can help in retention of those clients.
- Our churn no. is improved
- No negative impact on business overall is good experience and positive impact.
August 24, 2021
CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively
CustomerSuccess Box is used by our organization for almost a year now and we are using it for the Customer Success Department here at Netcore.
- Managing daily task list.
- Regular alerts on important client KPIs.
- Planning and execution of projects using playbook functionality, etc.
- Helps in managing a daily task list for customer success managers.
- Proactive alerts on tracking important Client KPIs.
- Playbook option which helps manage projects for clients.
- Task list can have a sub tasks option to create a much more detailed view of each task.
90%
9.0
93.33333333333334%
9.3
90%
9.0
N/A
N/A
100%
10.0
- Helps effectively manage time for CSMs and has led to lesser escalations from customers.
August 17, 2021
Amazing software
It is being used by the whole department including various teams, even some other teams are also based on this software as we can easily liaison with them directly. It makes day-to-day work very productive and analytical. It gives a very detailed perspective of all the information required and can directly link emails and texts here so as to cluster most of the work on a single interface and make the work more productive and effective.
- Analzse product adoption for various customers throughout
- Tasks creation and notifications so as to make work more productive
- Liaison with various teams on a single interface so as to save time and provide more ease.
- Interface can be improved a bit
- Sometimes it is a bit slower
- More thorough reports could be more useful, though they already provide a lot of reports and dashboards to work upon
95%
9.5
90%
9.0
82.5%
8.3
N/A
N/A
70%
7.0
- Positive impact - helps in more predictive approach
- Positive Impact - Helps in revenue analysis
- Negative - Doesn't give very thorough research regarding analysis