CustomerSuccessBox

CustomerSuccessBox

Score 9.6 out of 10
CustomerSuccessBox

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...

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Recent Reviews

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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 14 features
  • Customer segmentation (15)
    9.6
    96%
  • Dashboards (15)
    9.3
    93%
  • Product usage (15)
    9.3
    93%
  • Customer profiles (14)
    9.1
    91%

Video Reviews

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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 solution…

Entry-level set up fee?

  • $499 per userRequired
For the latest information on pricing, visithttps://customersuccessbox.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Features

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.5Avg 8.5

Customer Data Extraction / Integration

Customer data extraction / integration

9.4Avg 8.6

Customer Success Management

Customer Success Management

9.1Avg 8.3

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

8.8Avg 8.4
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Product Details

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

Screenshot of 360 Degree View 

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system, and even your homegrown systems to provide customer success managers a complete 360-degree view of each account.Screenshot of Actionable Platform

No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.Screenshot of Segmentation

Customer Segmentation is done based on revenue generated/MRR (Enterprise-Mid market-SMBs or Tier 1-Tier 2-Tier3), location (US, Asia, EMEA, ANZ, etc), Product used or plans opted for, etc.Screenshot of Playbooks 

Time-bound playbooks are created to manage tasks to onboard, increase product adoption, renewals, and upsells.  Playbooks help in creating an Ideal Customer Journey along with various Tasks, Outcomes & Milestones

CustomerSuccessBox Video

CustomerSuccessBox Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish

Frequently Asked Questions

ChurnZero, Gainsight CS, and Totango are common alternatives for CustomerSuccessBox.

Reviewers rate Help desk / support tickets and Automated workflow and Customer segmentation highest, with a score of 9.6.

The most common users of CustomerSuccessBox are from Mid-sized Companies (51-1,000 employees).

CustomerSuccessBox Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)90%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews and Ratings

 (15)

Attribute Ratings

Reviews

(1-15 of 15)
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Score 10 out of 10
Vetted Review
Verified User
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.
Pushpendra Pal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It's very easy to use csbox, once you get proper training. You can easily customize your portfolio even customize your list of clients and arrange the basic columns. You can easily make different filters on the account page just as simple as you use filters on Excel sheet. Easily create reminder tasks for you with the due date on them and csbox will alert you even before the due date.
Sachin Agarwal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It's a very powerful tool to manage a large number of clients under a single platform. It's easy to track client activities on regular basis and helps in taking proactive actions. Also, the newly introduced feature Sheldon [ai] provides Account level recommendations which are helpful to take proactive decisions.
August 26, 2021

All in one insights

Ankur Parswani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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
Karthik Jairam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is highly user friendly software. It automatically creates tasks for me, wherever my attention is required. The system also shares recommended actions for all my customers which helps me manage my portfolio and be on top of my incentives. It also helps me to collaborate with my colleagues. I love CustomerSuccessBox.
August 17, 2021

Amazing software

Akshay Jangra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It is very easy to use, it gives detailed analysis and helps to make work more productive, predictive and effective. It gives a good amount of reports and does forecasting for ease of work.
Sooraj Subramanian P M | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CustomerSuccessBox is a valuable asset for every customer success manager and it is more than helpful for all the tracking functions it has. The trends of finance, product adoption, relationship, service all can be tracked extremely well so that a customer success manager doesn't need to worry on the fact that he has to look into everything from various places but can look at a one-stop solution like the customer success box.
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