Get to 130%+ MRR Retention
CustomerSuccessBox is an AI Powered Customer Success Software to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS.
Integrates in a few clicks with
Billions of events logged. 250,000+ Accounts and 1 million+ Users monitored Daily!
Top Rated Customer Success Software
G2Crowd
One tool to have updated data about your accounts, easy to use and understand.
Angela, Customer Success Manager at Pipedrive
Excellent Success Platform
Barton, Customer Success Manager at Sensemetrics
G2 High Performer Badge
Ease of Use
Customer Success Category Average: 8.6
Quality of Support
Customer Success Category Average: 8.9
Ease of Setup
Customer Success Category Average: 8.4
Don’t leave revenue growth to chance. Never run blind again!
Customer Success Software is mission-critical to 130% MRR retention. Without it, Customer Success teams more-often-than-not can only act when it’s already too late.
What has changed?
Teams powered by CustomerSuccessBox rely on leading indicators to act on the right account at the right time, reducing missed opportunities.
Smart playbooks combined with milestones results in consistent delivery of desired outcomes, putting your SaaS on a predictable path to 130% MRR Retention.
Customer Spotlight
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.
We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.
Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.
Why CustomerSuccessBox?
Get up-and-running lightning fast
Start syncing data from your favorite SaaS apps in minutes, not weeks or months
Account & Users:
Product Adoption:
Support Tickets & Chats:
Subscription and Invoice:
Communication:
Tasks, Notes and Events:
Key Features
Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios
Milestones & Alerts
Truly understand Product Adoption. Auto generate risk and upsell alerts to draw a success manager’s attention.
Playbooks
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Segmentation
Apply segment specific strategies. Segment accounts and users by use case, location, industry, revenue, product usage.
Monitor Health
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
360 degree view
Connect Analytics, CRM, Helpdesk, and Billing systems to get a 360 view of each account.
Portfolios
Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.
Communication & Tasks
E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.
Campaigns & Automation
Send campaigns to customers based on pre-defined triggers. Reach out to retain or expand the right account at the right moment.
Resources
Learn everything about Customer Success to improve your processes!
Ebook
The Customer Success Leader’s 30-60-90 Day Plan
This ebook will help in making the first 90 days plan when you are hired as the first Customer Success Leader in a company.
On-demand Webinar
Deepdive: Impact of Internal Customer Success
Understand the similarities between external and internal customer success. Framework to visualize the impact.
Blog
SaaS customer retention best practices to maximize renewals
Without a high customer retention rate, a SaaS company will shut down, no matter how great the other metrics are.
