Good product for customer success manager
October 15, 2021

Good product for customer success manager

Supreeya Jindaphan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CustomerSuccessBox

It’s being used in my customer success department and we plan to use it across the whole organization. It helps me track events, emails, notes, tasks, and risks through the entire life cycle of the customers. The Playbooks feature helps ensure that I complete all required tasks at each stage. The experience has been good so far.
  • Playbooks
  • Email sync
  • Calendar sync
  • Integration

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

CustomerSuccessBox is useful for me.
They keep in touch.
If your team is managing high touch customers and each member is handling 10+ accounts, you should consider the product.

CustomerSuccessBox Feature Ratings

Product usage
5
Help desk / support tickets
8
NPS surveys
8
Sponsor tracking
Not Rated
Customer profiles
10
Automated workflow
10
Customer health scoring
Not Rated
Customer segmentation
10
Customer health trends
Not Rated
Engagement analytics
8
Revenue forecasting
Not Rated
Dashboards
10
Not Rated
API
Not Rated
Integration with Salesforce.com
Not Rated