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CustomerSuccessBox Reviews & Product Details

Monalisa C.
MC
CSM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about CustomerSuccessBox?

After about six months of signing with CSB, we are still trying to figure out the multiple functions and features of the platform. CSB has the vision and understanding for CX deliverables. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

The variety of features is the best for CSB but has a downside as the explanations of configuring this self-help platform lack enough instructions and demos. Some basic training materials were still under construction, and most articles had outdated information.

Getting support responses is not prompt, and no option to call for help. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Unless you have a dedicated person to set up, this won't be easy to configure along with existing responsibilities. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

We were dependant on excel sheets and prone to manual misses in our CX journey. We are in the process of implementing it, and it qualifies all the KPIs we had for selection as below

Customer Health Score

Net Promoter Score

Qualitative Customer Feedback, Sentiments

Customer Churn Rate

Monthly Recurring Revenue, Invoicing, and reminders

Customer Lifetime Value

Onboarding Process

Deployment and Adoption

Usage and Engagement

Communication (Bulk Email and phone)

Customer Satisfaction Score

Renewal Rate

Contracts Repository

Knowledge/insights

Alerts and Notification

Tickets Tracking

CSM Management

Analytics and Dashboard

Integration

Knowledge Bank

Report Subscriptions Review collected by and hosted on G2.com.

CustomerSuccessBox Overview

What is CustomerSuccessBox?

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

CustomerSuccessBox Details
Languages Supported
English
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Product Description

CustomerSuccessBox is an actionable customer success platform for B2B SaaS companies.


Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
752 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

Swagata K.
SK
Overview Provided by:

Recent CustomerSuccessBox Reviews

Mayank G.
MG
Mayank G.Mid-Market (51-1000 emp.)
5.0 out of 5
"Best tool to manage customer success metrics"
The notification based on account usage and alerts to take action
Verified User
E
Verified UserMid-Market (51-1000 emp.)
1.0 out of 5
"Has potential to be a good tool but right now it lacks important integrations"
Single View of customers Relationship mapping
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"A perfect tool for Customer Success team"
The level of insight that we get for each account is fantastic; it allows us to track real-time activity at the account level.
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CustomerSuccessBox Media

CustomerSuccessBox Demo - Actionable Platform
CustomerSuccessBox allows CSMs to send emails, make calls, manage tasks from within the platform.
CustomerSuccessBox Demo - Playbooks
Time-bound playbooks and manage tasks to onboard, increase product adoption, renewals and upsells.
CustomerSuccessBox Demo - Segmentation
Segment by use case, location, industry, revenue, product usage.
CustomerSuccessBox Demo - 360 degree view
Connect with CRM, Help desk, Billing system and homegrown systems to get a 360o view of each account.
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Video Reviews

133 out of 134 Total Reviews for CustomerSuccessBox

4.5 out of 5
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Overall Review Sentiment for CustomerSuccessBoxQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Himanshi G.
HG
Customer Success Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

The product's direct call option is a helpful way to connect with customers without switching apps. It also records the call so tracking past conversations become super easy. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

There are a few glitches in email logging that can be worked upon for better reports. Right now, though the emails are synced but it doesn't reflect in the activity report. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

CustomerSuccessBox provides great clarity to CSMs to track the strong and weak points of their account to take appropriate action. It makes relationship management effective with data at its core. Review collected by and hosted on G2.com.

Deep P.
DP
Partner Experience Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CustomerSuccessBox?

I can now easily manage all my assigned tasks and also keep an eye on the summary with the client. Integration with the calendar is also one of the best things to manage call logs. The activity of the client is also measured like health. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing as such for now. The tool is quite good and training is provided full fledge however takes a bit of time to get into the process but is manageable. So far no major issue. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Manage assigned task, full summary of the client, health check of client and integration is allowed. Easy dashboard and overview. All the activities can be tracked easily no need of separate excel sheets to manage Review collected by and hosted on G2.com.

Verified User in Events Services
AE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

One of the best things about CS Box is the amount of data collection points that they have in their platform. Really makes it easy for CSMs to get capture and note information about client acocunts. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

In terms of UI the software can be made a bit better. Takes quite a lot of time and effort to understand how the dashboard works. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Maintaining a single space to record all the information about existing client accounts and track renewals. Really helps us study client accounts on a single software rather than using multiple tools. Review collected by and hosted on G2.com.

Mayank G.
MG
Senior customer success manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

The notification based on account usage and alerts to take action Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

User interface can be improved and page content representation Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

It is solving the problem of identifying business/account risk and mitigate that in return safeguarding revenue for company Review collected by and hosted on G2.com.

Bhavna G.
BG
Customer Success Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

CSB is the best tool for CS metrics and performance.

Highly recommended!! Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing everything is good. It doesn't have any bugs or issues. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Daily customer analytics and team performance

Mail logs

Customer account health checks

Surveys

Automated call

call logs Review collected by and hosted on G2.com.

Anil S.
AS
Customer Success Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

I like the UI and the speed of the software. And, the Customer Support team is super energetic and amazing TAT. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Need to explore the platform more, since feels like a gap in the features and capability understanding. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

organizing all the details for our accounts in one place and helping to maintain and follow the success path for our customers. Review collected by and hosted on G2.com.

Divyanshu S.
DS
Assistant Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about CustomerSuccessBox?

New Features are always welcome for any user, great to see CSB comes with strong and valuable features.

Recent features like AI Retention could be a very useful.

Option of tagging different team members in updates are commendable.

For a product Like CS Box - The user Interface is crucial, & I must say CSBox has an excellent User Interface.

CSBox runs smoothly.

Different Attributes at tips to ease the work.

All Account at one page and could easily get important insight for particular Account.

Everyone at same page due to the same attributes. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

When we do email to clients, we have to keep our internal team as well in cc.

Their email id should come in cc automatically when we type the initials as like Gmail

Currently, every time to add any internal email id, I need to copy every time from Gmail & then have to paste in CSBox .

More graphical representation can be there for different attributes like Pie Chart for Good, Average & Poor Client. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Go for it, Every business has different models; make the most of it by mapping your requirement. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Customer Relationship

Benefits - CSBox has altogether replaced Excel sheet Adding & reviewing Colums everyday to note down each & every call is a tough task. Getting all necessary details of a account at one place has really helped .

Easy track of touchpoints & Product Adoption related to Login & Timespent

& Product Adoption.

Benefits - An account manager's performance is monitored by the performance of its account, now calculating Account's performance is not an easy task as it involves various attributes might even be interrelated, with the help of CS Box data capturing & displaying of accounts helps in such important process.

Transparency in work due to the power of data collection & insights Review collected by and hosted on G2.com.

Verified User in Events Services
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

It's a tool which helps you keep a check on your account's health, it's information all in one place.

- Updating multi-platform information in a single platform

- Seamless integration with different tools

- Makes reporting much easier Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing, in particular, is all good for now! Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

It helps our team and each individual to capture multiple accounts' data in one place and get the reporting in a click to keep an active check. Review collected by and hosted on G2.com.

Govind S.
GS
Sr. Manager- Customer Success
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about CustomerSuccessBox?

I have liked the Auto task generation process in the Customer success box, It reminds me to take a continuous follow-up.

The software also inculcates the Customer relationship health, Which defines our focus area and helps us in taking the right decision.

The software also identifies the Product adoption health based on certain parameters

Best tool for logs/notes- This is a good note-keeping tool Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing as such except small technical challenges sometimes, very rare. Show the timeline as well with a log report, Like when does the task created and at what time it has been completed. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

It keeps improving each day, It would definitely help you to keep an eye on your customer base. An organized way to help in customer retention, improving relationship and overall management, Keep it up Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Following are the points which can describe the benefits:

1. Customer data logs history

2. Key account management

3. Product feature wise adoption

4. Performance indicators

5. Helping in retention

6. Helping in reducing churn % Review collected by and hosted on G2.com.

Ayushi V.
AV
Customer Success Manager - Enterprise Business
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CustomerSuccessBox?

The support team is helpful. I liked their quick support. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing as of now. The CSB asks for logging credentials everytime. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Calls and emails are getting logged. Review collected by and hosted on G2.com.