Customer Success Software | CustomerSuccessBox

Customer Success Platform for B2B SaaS

Actionable platform to Keep customers forever

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SaaS Companies delivering Success with CustomersSuccessBox

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The only All-in-One Actionable Customer Success Platform

Customer Success 2.0 is here! No more shuffling between tools with the All-in-One Actionable Customer Success platform.

Success Plays

50% of the churn happens in the first 90 days. Onboard customers with a well-defined time-bound process. Track not just process, but also watch expected product adoption at each stage using patent-pending technology.

Customer Onboarding

Retain customer

No more guessing on who will renew by monitoring real-time Account health. Coupled with customer billing and CRM data, you will know when value delivery stops for a given customer. Allow CSMs to engage proactively without waiting for the renewal date.

Retain

Grow Portfolio

Grow your portfolio by listening for Up-sell Signals. Know who is ready to move to the next plan and give them the nudge at the right moment. Increase up-sells and drive expansion.

Alerts

Monitor Health

No more guessing which accounts are doing good and which need help. Monitor every account’s product adoption and key parameters that add up to a simple health indicator of Good, Average and Poor.

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Actionable Platform

Not just an information tool or a task manager, CustomerSuccessBox is an actionable customer success platform. No more juggling between tools, get all customer communication in one place.

Actionable
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Onboard

Success Plays

50% of the churn happens in the first 90 days. Onboard customers with a well-defined time-bound process. Track not just process, but also watch expected product adoption at each stage using patent-pending technology.

Customer Onboarding
+
Reduce Churn

Retain customer

No more guessing on who will renew by monitoring real-time Account health. Coupled with customer billing and CRM data, you will know when value delivery stops for a given customer. Allow CSMs to engage proactively without waiting for the renewal date.

Retain
+
Up-sell

Grow Portfolio

Grow your portfolio by listening for Up-sell Signals. Know who is ready to move to the next plan and give them the nudge at the right moment. Increase up-sells and drive expansion.

Alerts
+
Monitor Health

Monitor Health

No more guessing which accounts are doing good and which need help. Monitor every account’s product adoption and key parameters that add up to a simple health indicator of Good, Average and Poor.

Health-2
+
Engage

Actionable Platform

Not just an information tool or a task manager, CustomerSuccessBox is an actionable customer success platform. No more juggling between tools, get all customer communication in one place.

Actionable

Key Features

Empower your customer success team with the best in class customer success platform to grow multi-million dollar portfolios

Alert

Milestones & Alerts

Never miss out on key events. Auto generate alerts to draw a success manager’s attention.

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Playbooks

Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.

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Segmentation

Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.

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Account Health Monitoring

Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.

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360 degree view

Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360o view of each account.

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Portfolios

Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.

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Communication & Tasks

E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.

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Campaigns & Feedback

Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.

The all-in-one Customer Success Software.

No more shuffling between disconnected tools.

Convert, Onboard, Retain & Up-sell like never before.

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Data Integrations

CustomerSuccessBox integrates with all your existing systems including CRM, Support Desk, Billing, NPS, and Analytics to provide a 360 degree view of your customers.

Testimonials

What our customers have to say about CustomerSuccessBox

QDC

"Within weeks of implementing CustomerSuccessBox, we were able to foresee potential account churns by monitoring Account Health Scores. Warning came in early enough for our customer success team to engage in time. In most cases we were successful in retaining the customer. With this pace we are going to reduce the churn rate by 50% by end of the year."

Vivek Saini, Head Of Customer SuccessQDC