End to End Solutions for Client Retention
November 08, 2021

End to End Solutions for Client Retention

Sachidanand Chaudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with CustomerSuccessBox

In our organization, CustomerSuccessBox is used to manage the client and relationship data across teams (Customer Sucess, Implementation, and Support Team).

It has been a great tool to manage, analyze and visualize the account health and relationship with us.
It help us to provide insight to create successful strategies.
  • Relationship Health
  • Account Usage
  • Modules usage
  • Logs
  • Gmail sync
  • Alert for further actions required
  • Auto Tasks and List creation
  • Nothing as of now, but if there would be a mobile App that would be handy to operate it.
  • Client Retention
  • Engagement Tracking
  • Modules usage insight
CustomerSuccessBox provides a great UI where I can manage all the activities related to a client in a single window.
This helps to update and focus on key tasks related to the client.
Small insights graph helps to quickly analyze the client's health towards our product.
The customizable filters are a great help in sorting the data.

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

Clean UI
Precise data visualiztion
Filters for data sorting
Client health report
Client usage report
Client relationship health
All the requirements has been either developed or has been customized accordingly
Client Relationship Management
Analytics
Visual representation of Adoption and Usage

CustomerSuccessBox Feature Ratings

Product usage
10
Customer profiles
10
Automated workflow
10
Customer health scoring
10
Customer segmentation
10
Customer health trends
10
Engagement analytics
10
Dashboards
10
Not Rated
Integration with Salesforce.com
9