Automated CSM Alerts

Automate your customer success process with alerts

See Customer Success platform in action

Never ever miss a touch point

Create and manage CSM alerts to achieve customer goals for each account.

See Platform in action

Take Customers through planned Onboarding Journey

  • Create and manage tasks to achieve customer onboarding goals for each account.

Monitor and generate high value signals

  • Monitor and generate high value alerts for CSM for accounts that need CSM attention, and it is used to cover use cases such as  Risk, Upselling, and Renewal.
We pride ourselves for being the #1 Customer Success software

FAQs

Learn more about CustomerSuccessBox Features

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AI Recommendation
Proactive AI powered smart recommendations to drive retention
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Account Success Plan
Know the status of the business Outcome of all the accounts
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Account Risk Tracking
Auto generate risk alerts for accounts for CSM intervention
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Deliver world class Customer Success at scale

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