Customer Success Software that seamlessly integrates with Salesforce

Actionable platform built for B2B SaaS Customer Success teams

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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.
Reduce 50% Logo Churn
Do not let churn surprise you.
Monitor Health, set up Risk Alerts and stay on top of churn, always.
2X-5X Accounts::CSM Ratio
Deliver more success for less.
Lower your cost of Success per Account by improving operational efficiency.
Marius Ekerholt
Head of Customer Success
Salesscreen, Oslo
Before CustomerSuccessBox, we were using CRM and spreadsheet data for our onboarding. The CSMs were not getting a detailed overview of where the customer was in their onboarding journey and as result was facing Onboarding churn. By using CustomerSuccessBox we have been able to reduce our onboarding churn rate by 10% in the year 2020.”
Before CustomerSuccessBox, we were using CRM and spreadsheet data for our onboarding. The CSMs were not getting a detailed overview of where the customer was in their onboarding journey and as result was facing Onboarding churn. By using CustomerSuccessBox we have been able to reduce our onboarding churn rate by 10% in the year 2020.”
- Marius Ekerholt
Head of Customer Success
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The All-in-One Customer Success Tool for Salesforce Users

Monitor Account Health

Why monitor only one health score when you can measure four signals of account health and even add a fifth one?

Customer Onboarding

Why monitor only one health score when you can measure four signals of account health and even add a fifth one?

Customer Retention

A CSM can’t deliver success to all hundreds of accounts in the same way. Segment accounts to drive renewals.

Trusted by best Customer Success teams everywhere, everyday.

Key Features

Empower your customer success team with the best in class customer success tool to grow multi-million dollar portfolios

Account Health Monitoring
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
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.
Milestones & Alerts
Never miss out on key events. Auto generate alerts to draw a success manager’s attention.
360 degree view
Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360° 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.
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