Outcome Driven Customer Success Software
Maximize retention, drive product adoption and grow revenue for your B2B SaaS
Integrates with
Millions of events logged & 100,000+ Accounts monitored Daily!
Built for B2B SaaS
B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.
130%
MRR Retention
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.
50%
Reduce Logo Churn
Do not let churn surprise you. Monitor Health, set up Risk Alerts and reduce logo churn by up to 50%.
2X-5X
Accounts :: CSM Ratio
Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.
The All-in-One Customer Success Software
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.
Key Features
Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios
Milestones & Alerts
Never miss out on key events. Auto generate 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 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 with CRM, helpdesk, Billing system and homegrown systems to get a 360o 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 & Feedback
Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.
What our customers have to say
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.
Customer Success Playbook
Let our strategies improve your customer success practice. However complex your customer journey is, our customer success strategies will help you improve a stage, be it onboarding, renewal or upsell.
Customer Success Strategies to Reduce Customer Churn in 90 days
Whether you have teams of customer success managers for a few months or even years, these strategies will be valuable in reducing customer churn.
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Analyze 7 types of Customer Churn
Before we begin working on customer churn, we need to start by understanding what is causing the churn. And to get a clear answer to this question we need to dig into historical data.
Segment customers based on reason for Churn
We use the understanding of why each customer left and put them in a different bucket. This will form the basis of our strategy to reduce customer churn.
Specific strategies to reduce churn
What are some quick strategies that can provide quick tactical wins? And also offer a baseline for a long-term strategic initiative?
