Best customer success software
October 03, 2021

Best customer success software

Gajanan Sonune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CustomerSuccessBox

CustomerSuccessBox has been used by our customer-facing team to manage customers, identify risks, and determine upsell triggers.
  • It helps my team see the health of customers well.
  • As a marketing person, we have automated emails sent to our successful customers for a case study and I am able to manage that with CustomerSuccessBox.
  • It's been used by the entire company across multiple departments like customer success, account management, customer support, and customer marketing.
  • Due to our large number of customers, sometimes it takes time to load.
  • Overall, upsell has increased by 15 percent
  • Automation has helped us reduce an account to CSM ratio
This is the first time we have used any customer success software.

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

I can't find any major issues.
I haven't found anything major. They are doing fine.
It is absolutely suitable for customer success teams which are B2B SaaS companies with more than $1M revenue and who want to set up customer success departments for a scalable and repeatable model.

CustomerSuccessBox Feature Ratings

Product usage
10
Help desk / support tickets
10
NPS surveys
7
Sponsor tracking
10
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
Not Rated
API
10
Integration with Salesforce.com
10