Customer Success Software

Reduce Customer Churn with All in one Customer Success Software

Integration

Building a 360-degree view of a customer requires data from multiple sources. CustomerSuccessBox is constantly integrating more data sources and systems to provide a complete view. Our vision is to integrate with various systems, such as:

• CRM systems to bring in complete purchase history
• Customer Support systems to understand onboarding and product adoption hurdles
• SaaS Billing systems to get a handle on payment history, upcoming invoices, recurring revenue
• Customer Engagement systems to monitor and measure all the
  interactions
• NPS and Feedback systems to track customer satisfaction
  and loyalty aspects.

Best Customer Success Software to…

Retain Customers

Retaining customers requires a proactive mindset and a plan to ensure customer succeed in achieving their desired outcome. Specialized tools that draw CSMs attention to the right account, at the right time and with a 360 degree view of the customer.

Onboard Customer

Onboarding customers require a well laid down plan for onboarding even before a customer sign-up. No next week, no excuses. Everyone needs to be onboarded in the first 30 days.

Forecast Revenue

Wondering which customers will are going to growth, stay or churn out? Get a handle on the getting an accurate recurring revenue forecast.

Monitor Customer Health & Track Product Usage

No more guessing, monitor exactly how are customers engaging with the product. When they login, how long they spend, which modules are being used the most, how frequently every feature is invoked. Use these actionable insights to deliver value.

Grow Accounts

Accounts won’t grow merely by proving reactive traditional support. Be the trusted advisor. Nurture a win-win relationship by helping customer achieve their desired outcome and right customer experience.

Empower Customer Success managers (CSM)

Convert your Customer Success managers into growth machine, by empowering them with tools to drive portfolio growth. Use tools that are specifically designed for them and provide them everything they need to do their job in one single place, Onboarding, monitoring health, communicating, forecasting, driving reviews, referrals and getting a complete 360 degree view of their customers from a single customer success platform.