Millions of events logged & 200,000+ Accounts monitored Daily!
Achieve Business Success
B2B SaaS businesses use CustomerSuccessBox to reduce onboarding time, increase recurring revenue and increase operational efficiency.
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achieve better MRR retention.
Reduce Logo Churn
Do not let churn surprise you. Monitor Health, set up Risk Alerts and reduce logo churn by up to 50%.
Accounts :: CSM Ratio
Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.
Traditional Customer Success Software vs CustomerSuccessBox
Traditional customer success software lets you analyze data and decide what action to take. CustomerSuccessBox provides a fully integrated platform that not only tells you what’s broken but also allows you to take proactive actions to achieve business outcomes.
6 months IT Project
6 weeks to deploy
Fully integrated with CRM
Support, Subscription & Analytics
Customer success tech started with system of record and analytics. In 2019, data alone can’t tell you what needs to be done to achieve business outcomes. CSMs need a fully integrated platform with the ability to take proactive action.
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.
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.
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.
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
Customer Success Plan Ebook
For first time Customer Success Leaders & future leaders to set up result oriented Customer Success Processes.
Guide to Building The Customer Success Leader’s 30-60-90 Day Plan
Start making an impact and show Positive ROI by implementing this 90 days
Actionable plan for B2B SaaS
- Monthly focus items & goals
- Why to learn, What to plan, How to execute
- Common mistakes Customer Success Leaders make