Must have software for customer success teams
August 20, 2021

Must have software for customer success teams

Karthik Jairam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with CustomerSuccessBox

We use CustomerSuccessBox as a tool to retain our MRR. It helps me manage my portfolio and be super proactive. We use this software company-wide, not just in the customer success department but also in account management and marketing. For account managers, we get to see the health of the existing accounts and also potential threats. For marketing, it helps in finding out referenceable customers and users.
  • to monitor the health of accounts
  • to identify potential threats
  • to find out upselling opportunities
  • for quick on-boarding
  • Templates for note taking
  • We were able to increase our upsell by 20%
I have not evaluated any other software. Nor have I used it. My manager has chosen this software. I'm not the decision maker, my management takes care of all this. I also use Freshdesk, Mixpanel and Hubspot for managing my other work. Good news is, all these are integrated with CustomerSuccessBox.

Do you think CustomerSuccessBox delivers good value for the price?

Yes

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?

Yes

Would you buy CustomerSuccessBox again?

Yes

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.
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.
It is the best software if you are a b2b software who is planning to scale customer success department and you are running blind on potential threats for renewal. It also helps you understand which customer is not getting value out of your product. I completely recommend this. Go for it!!!!!

CustomerSuccessBox Feature Ratings

Product usage
9
Help desk / support tickets
10
NPS surveys
8
Sponsor tracking
10
Customer profiles
10
Automated workflow
10
Customer health scoring
10
Customer segmentation
10
Customer health trends
9
Engagement analytics
10
Revenue forecasting
8
Dashboards
8
API
10
Integration with Salesforce.com
9