All in one insights
August 26, 2021

All in one insights

Ankur Parswani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with CustomerSuccessBox

CSB is being used for tracking tasks and important implementations for all our clients.
It's solving the problem of creating multiple sheets and tracking daily tasks.
  • Sheldon AI
  • Great UI
  • Task lists
  • Personal task lists
  • Linking of clients google sheet
  • One view of my clients

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

For a product Like CSB - User Interface is very important , & I must say CSB has User Interface.

CSB runs smooth.

Different Attributes at tips to ease the work.


Integrating all my customers in one view
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
Great UI, great representation of data and AI engine is very insightful

CustomerSuccessBox Feature Ratings

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