Seamless Customer Onboarding for B2B SaaS
Reduce time to Onboarding and drive Product Adoption
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 Journey
Take customers through a planned onboarding journey
Define customer onboarding goals at the account level to track true product adoption.
Configure the product adoption journey and track your customers’ progress on the path to value.
Create and manage tasks to achieve customer onboarding goals for each account.
What our customers have to say about CustomerSuccessBox
Director of Customer Success
Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.