Item: CustomerSuccessBox
Rating: 10
Author: Sooraj Subramanian P M

Use Cases and Deployment Scope

CustomerSuccessBox is widely used by the entire Customer Success Team and few other departments where client relations need to be tracked and mapped accordingly. It solves the purpose of keeping complete track of the customer lifecycle. We are able to track the usage relationship service and other parameters of a customer so that we as Customer Success Managers can prepare for our calls and take notes of the minutes of our meetings.

Pros and Cons

Product Adoption
Financial Scores
Relationship with Clients
Invoices & Subscription Tracking

Real time data sync can be better
Tasks once completed can be added as logs
Email logs sync can be better

Return on Investment

Made Business Review meetings more efficient
Track financial trends of clients
tracking ongoing on relationship with client is very helpful

Alternatives Considered

I haven't used any other products like CustomerSuccessBox, and I am not looking for a change in software since this seems to be more than helpful

Key Insights

Do you think CustomerSuccessBox delivers good value for the price?

Not sure

Are you happy with CustomerSuccessBox's feature set?

Yes

Did CustomerSuccessBox live up to sales and marketing promises?

Yes

Did implementation of CustomerSuccessBox go as expected?

I wasn't involved with the implementation phase

Would you buy CustomerSuccessBox again?

Yes

Usability

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.

Support Rating

haven't really used the support from customersuccess box till now, but since the product is extremely useful, I'm pretty sure the support would also be excellent!

Likelihood to Recommend

It is used quite well an ongoing relationship with a client needs to be monitored. It solves the purpose of tracking risks for accounts or when the last touchpoint was done and helps a Customer Success manager plan various things ahead of a review call with the customer. CustomerSuccessBox is very essential to every company of any kind of industry.

CustomerSuccessBox - One-stop solution

Overall Satisfaction with CustomerSuccessBox