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.
130% 
MRR Retention
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achieve 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.
Why CustomerSuccessBox?
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
Requires expensive
Implementation partners
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.
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 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
