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
The customer support has been really great. We have been allocated with a dedicated account manager who held us with any issues, queries, etc. One thing which did not help us in a year we have multiple customer success account managers allocated to us. Rest the overall experience of support has been great.
Pushpendra Pal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
The overall experience of using csbox as an admin is quite good software has enough features and is just perfect for customers success managers. CSMs can easily analyze their clients before making a call to the clients. Their support team is very helpful, most of the time I get an instant and same-day resolution of my queries.
August 26, 2021

All in one insights

Ankur Parswani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CSBox has altogether replaced Excel sheet Adding & reviewing Columns everyday to note down each & every call is a tough task. Getting all necessary details of a account at one place has really helped
Karthik Jairam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
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