Reduce Churn. Improve Retention.
Get a handle on churn. No more churn surprises, no more guessing on who will renew.
Monitor Account health, get actionable Risk alerts in real time. Understand Who needs hand holding, When and Why. Get ahead of churn. De-risk accounts with proactive interventions.
Go Proactive on right account, right time, right reason.
Don’t wait for customers to raise a support ticket anymore. CustomerSuccessBox monitors all accounts and users every move without missing a beat. It alerts you when it finds anything suggesting a future churn risk, so that you can dive right into where you’re needed, while you still have time to save the account. Smart data driven AI powered Risk Alerts point you right where your attention is needed the most.
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 too low tickets… and for every thing else too.
Alerts. Never miss anything interesting.
Stay on top of each account. Get alerted right where you are, in your inbox or on in right #Slack or within CustomerSuccessBox.
Set up predefined triggers to notify your success managers when a milestone is achieved. Take proactive actions to retain customers.
Follow all your accounts or accounts that are at an important customer life cycle stage.
Monitor Health. See who is getting value.
Now you don’t have to call each account to know who is getting value from your product and who is not.
Every account, within the segment, is unique in its own right. Monitor account health for each account based upon the properties of each individual account. Configure unique Account health for each customer segment and life cycle stage.
Seeing that your SaaS product is delivering value with data and insights gives you the confidence to manage and grow your portfolio.
CSMs Portfolio. Be better organized, better managed
Distribute and manage accounts to CSMs. Do it by region, industry or customer segment.
Manage your customer portfolio from one place. Know who is ready to renew and nudge them at the right moment. Reduce churn and grow recurring revenue.
No more excel sheet updates and confusions.
Taskboard. Plan every day, Win every quarter.
From onboarding customers to renewals, from upsells to advocacy, from saving churn to training, CSMs can easily get lost. Bring order and plan every CSMs day.
Achieve customer retention goals by converting every unplanned, unscheduled interruption and fires to organized and prioritized easy-to-use visual success plan and tasks.
Create tasks for each account, assign to individual CSMs, add due dates, get reminders, follow up on alerts and see what’s due today, all in one place.
Testimonials
What our customers have to say about CustomerSuccessBox
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances
We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing the CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months
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.
Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.
We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.
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.
