Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture …
It's solving the problem of creating multiple …
Customer segmentation (15)
Product usage (15)
Customer profiles (14)
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Entry-level set up fee?
- $499 per userRequired
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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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.
- Supported: Product usage
- Supported: Help desk / support tickets
- Supported: Billing
- Supported: NPS surveys
- Supported: Sponsor tracking
- Supported: Customer profiles
- Supported: Automated workflow
- Supported: Customer health scoring
- Supported: Customer segmentation
- Supported: Customer health trends
- Supported: Engagement analytics
- Supported: Revenue forecasting
- Supported: Dashboards
- Supported: Customer lifetime value
- Supported: Churn rate
- Supported: API
- Supported: Integration with Salesforce.com
|Small Businesses (1-50 employees)||0%|
|Mid-Size Companies (51-500 employees)||90%|
|Enterprises (more than 500 employees)||10%|
|Supported Countries||United States|
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.
Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture of an account and how best to serve their needs.
As an admin, I find the dashboard feature incredibly useful in providing a holistic view of different account portfolios. The ability to customize it according to business requirements has been instrumental in decision-making.
Setting up automated alerts for important milestones is a magnificent feature of CSB which gives the ability to be proactive and show our customers some extra love.
The ease of integrating CSB with our product and 3rd party tools helped us automate several workflows and provide valuable business insights.
Sheldon [ai] is a very good data-driven AI feature recently introduced within the platform. Although we haven’t started using it much, it seems to be a game-changer for us in the long run to make decisions based on recommendations provided by Sheldon [ai].
It's solving the problem of creating multiple sheets and tracking daily tasks.
- Managing daily task list.
- Regular alerts on important client KPIs.
- Planning and execution of projects using playbook functionality, etc.