Account Health

Actionable intelligence for account health

See Customer Success platform in action

Get complete health picture. Not averages

CustomerSuccessBox evaluates Account health daily. It monitors all angles, from relationship to financial and from product support to product adoption. So that you don't have to see any surprise come up on the renewal dates.

See Platform in action

Monitor Real time Account health


  • Monitor Account health, get actionable Risk alerts in real time. Understand Who needs hand holding, When and Why. Get ahead of churn. De-risk accounts with proactive interventions
  • Every Customer segment has their own unique requirements for its needs.  With CustomerSuccessBox you can define health for each segment differently. Get the real picture that is applicable for that segment.
  • Track data from all relevant system, by integrating customer engagement, customer financials, customer support tickets and product adoption.

Account Health 360

  • Track product adoption signals like frequency of usage, key usage milestones, license utilisation to calculate product adoption health
  • Track Financial signals like revenue trend, due invoices, days since last renewal to calculate Financial health
  • Track critical unresolved tickets, frequency of new conversations, and satisfaction score trend to calculate Service health
  • Track signals like touchpoint frequency, recency of touchpoint and touchpoint by channel to calculate Relationship health
We pride ourselves for being the #1 Customer Success software

FAQs

Learn more about CustomerSuccessBox Features

Automation
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Automation
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Automation
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CSM Day Plan
Track of all activities/tasks in order of importance for the day
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Net Promoter Score (NPS)
Measure, analyze and grow your customer base with NPS
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Account Success Plan
Know the status of the business Outcome of all the accounts
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Deliver world class Customer Success at scale

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