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Seamless Customer Onboarding for B2B SaaS

Reduce time to Onboarding and drive Product Adoption

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Don’t leave Customer Onboarding to chance

Seeds of success are sown early. Studies have found that customers that survive and thrive in the first 30, 60 and 90 days, stick on for a very long time.

customer onboarding playbook card

Customer Onboarding Journey

Take customers through a planned onboarding journey

Goals

Define customer onboarding goals at the account level to track true product adoption.

Milestone

Configure the product adoption journey and track your customers’ progress on the path to value.

Tasks

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

Testimonials

What our customers have to say about CustomerSuccessBox

CustomerSuccessBox is built for modern ‘Inside’ success managers who mostly manage their customers remotely. It gives our CSMs a 360 degree view of their accounts and allows them to take action from within the platform instead of switching between tools. On top of that, the success playbooks have helped us reduce onboarding time to about 30 days.

Jayesh Gopalan

CEO, Classpro

Within weeks of implementing CustomerSuccessBox, we were able to foresee potential account churns by monitoring Account Health Scores. Warning came in early enough for our customer success team to engage in time. In most cases we were successful in retaining the customer. With this pace we are going to reduce the churn rate by 50% by end of the year.

Vivek Saini

Founder, QDC

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