CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively
August 24, 2021

CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively

Mridul Agrawal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CustomerSuccessBox

CustomerSuccess Box is used by our organization for almost a year now and we are using it for the Customer Success Department here at Netcore.

Business Problems Addressed:

  • Managing daily task list.
  • Regular alerts on important client KPIs.
  • Planning and execution of projects using playbook functionality, etc.
  • Helps in managing a daily task list for customer success managers.
  • Proactive alerts on tracking important Client KPIs.
  • Playbook option which helps manage projects for clients.
  • Task list can have a sub tasks option to create a much more detailed view of each task.
  • Helps effectively manage time for CSMs and has led to lesser escalations from customers.

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

  • Good UI
  • Task list management
  • Effective tracking of client KPIs
Proactive responses were received for all support-related queries and feedback was taken after every resolution.
CustomerSuccess Box is well suited for organizations with an active customer success team requiring effective management of their clientele using various features like Task board, Playbooks, Meeting logger, etc.

CustomerSuccessBox Feature Ratings

Product usage
8
Help desk / support tickets
10
NPS surveys
9
Sponsor tracking
9
Customer profiles
9
Automated workflow
9
Customer health scoring
10
Customer segmentation
10
Customer health trends
10
Engagement analytics
9
Revenue forecasting
7
Dashboards
10
Not Rated
API
10
Integration with Salesforce.com
10