Actionable Customer Success Software with most advanced features
August 26, 2021

Actionable Customer Success Software with most advanced features

Shweta Dubey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CustomerSuccessBox

CustomerSuccessBox is being used across the whole organization to keep track of the users' productivity as well as measure the performance of the customer in terms of using our software and how frequently they are using it. CSB helps us to keep a track of our tasks and follow-ups. With a few clicks, we can check the renewal and pending dues of our customers. It also helps to drives product adoption, helps grow recurring revenue, reduces churn and drives retention for our customers.

Pros

  • Managing tasks and follow-ups
  • Email sync feature is amazing
  • Multiple options while logging a meeting, an internal discussion, a demo scheduled,
  • or KT, etc.

Cons

  • Sometimes experienced slowness
  • Can't open and work on multiple windows as it hangs
  • Helps to identify risks
  • Helps to identify upsell opportuny
  • measuring users productivity
We have chosen CustomerSuccessBox as it provides a 360degree customer view and end-to-end customer success management. On top of that having the visibility to automate alerts.

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?

I wasn't involved with the selection/purchase process

Did implementation of CustomerSuccessBox go as expected?

Yes

Would you buy CustomerSuccessBox again?

Yes

It is user friendly. Covers all the customer use cases.
User friendly, Helps us to be more productive and work on customers who are at risk.
CustomerSuccessBox helps to onboard, retain, upsell & drive MRR Growth for B2B SaaS. Leading indicators, especially on low usage, helps to decide what actions to take proactively on that particular customer. Acting on the right account at the right time is very important and helps to reduce missed opportunities. It streamlined our process and now we know exactly on which customer we need to focus more, identifying early warning signs for proactive support and action. After implementing CustomerSuccessBox the productivity increased in the last 6 months.

CustomerSuccessBox Feature Ratings

7.5
Product usage
8
Help desk / support tickets
7
7.6
NPS surveys
8
Sponsor tracking
7
Customer profiles
7
Automated workflow
Not Rated
Customer health scoring
8
Customer segmentation
8
8.7
Customer health trends
9
Engagement analytics
8
Dashboards
9
Security ()
Not Rated
Not Rated
API
Not Rated
Integration with Salesforce.com
Not Rated

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