Get a handle on churn. Guesswork on Renewal stops

Monitor account health and predict churn. Get real time risk alerts. Understand Who needs hand holding, When and Why.  De-risk accounts with proactive interventions. Unlock value for every customers without waiting for the customer to raise a support ticket.

Get a handle on churn. Guesswork on Renewal stops

  • Customer Success Intelligence(CSI) leverages AI, ML,Big data to learn and identify what drives renewals and upsells. Give unprecedented power to CSM to drive product adoption to deliver value and make sure shot upsells
  • Does not leave the CSM in a sea of analytics and data to go figure. It bubbles up the right data point, for the right account at the right time without the need for any configuration.
  • With CSI coaching built in, you can expand your team with confidence. Every CSM, even new ones and the ones working from home can be as effective as the experienced CSMs, right off the bat.

Triggers to notify when milestone is achieved

  • Set up predefined triggers to notify your success managers when a milestone is achieved or missed. The CSI analyzes the data to recommend the next best action for  proactive intervention to retain customers
Gustavo Bianco
Head of Customer Success
Pipedrive, USA
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
- Gustavo Bianco
Head of Customer Success

Data driven risk alert get you ahead

  • Be Alerted, if they stop logging in, if an account stop using a particular module, if usage of a particular feature drops below the threshold, if renewal is due, if payment is overdue, if there are too many or even

See the #1 customer retention software on action and drive retention

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No dependency on CS Ops

  • No manual rule criteria setting is needed. i.e. No CS ops. No more false positives or false negatives. Only true risk and upsell signals for CSMs right where they are -in Inbox or in #Slack or within CustomerSuccessBox

Additional Features

Monitor real time account health 360
Track product adoption, financial, service and relationship health for each account
Assign accounts to CSM automatically
Assign accounts to CSM based on predefined rules- Customer segment, Industry, geography
Bring order and plan every CSM's day
Convert unplanned, unscheduled task to organised and prioritized success plan and tasks
Define custom risk score for the account
Set a custom risk score and tags indicating common risk or confidence context for accounts
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FAQs

Learn more about CustomerSuccessBox Features

Automation
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Automation
Customer Success automation at scale
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Upsells
Increase Upsell with targeted playbooks and alerts
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Customer Onboarding
Guided playbooks and milestones to deliver early value
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Deliver world class customer success at Scale

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