CustomerSuccessBox Reviews

The notification based on account usage and alerts to take action

User interface can be improved and page content representation

It is solving the problem of identifying business/account risk and mitigate that in return safeguarding revenue for company

The support team is helpful. I liked their quick support.

Nothing as of now. The CSB asks for logging credentials everytime.

Calls and emails are getting logged.

CSB is the best tool for CS metrics and performance.

Highly recommended!!

Nothing everything is good. It doesn't have any bugs or issues.

Daily customer analytics and team performance

Mail logs

Customer account health checks

Surveys

Automated call

call logs

I like the UI and the speed of the software. And, the Customer Support team is super energetic and amazing TAT.

Need to explore the platform more, since feels like a gap in the features and capability understanding.

organizing all the details for our accounts in one place and helping to maintain and follow the success path for our customers.

The best feature is the dashboard and the high-level customization that can be done by users.

The playbook feature is beneficial and this app helps monitor the overall relationship with the customers.

Not much of a dislike but the UI could be more interactive

Problems solved:

Getting all the details of the accounts under the same dashboard like viewing contracts, all emails shared across with the client, rasing tickets, etc

All the information required is at one place

Lacks automation and implementation could have been a bit more easier

Need to look into different places for client info, playbooks were awesome

Every day alerts which help to make a plan for my day to day task. Task to do list allow us to plan my team performance.

Everything is nice, I don't find any thig which is useless.

1. Churn ratio of the client

2. High risk identification

3. Every day task planning

4. Product adoption clearity.

Tracking renewals and understanding product adoption

The UI is not complete. Many features need to be fixed

Keeping a track of renewals

Priority notification that are generated

Sometimes sync gets delayed to some extent

It is a good product to manage your accounts effectively

Client priorities and account health has improved due to it.

I have used Customer Success box in my previous organization and it is a great tool to collaborate on all CS-related activities. From tracking renewals to red accounts, or be it cadence related, it's a perfect tool to manage everything in one place.

The access roles within the CS team were slightly difficult to customise around the organisation structure, however, was not a blocker.

The major problem we were trying to solve was to have all the data consolidated in a single place. After starting to use CSB, we were able to maintain a history of all accounts, track renewals, cadence, and internal transfers become much easier.