Customer Stories

We partner with customers to help them achieve success

G2 Winter Report High Performer

CustomerSuccessBox has been named a High Performer product based on having high customer Satisfaction scores compared to the rest of the category.

100% of users rated it 4 or 5 stars, 100% of users believe it is headed in the right direction, and users said they would be likely to recommend CustomerSuccessBox at a rate of 92%.

Ease of Use
Customer Success Category Average: 8.6
Quality of Support
Customer Success Category Average: 8.9
Ease of Setup
Customer Success Category Average: 8.4

G2 User Reviews

One tool to have updated data about your accounts, easy to use and understand. Helps you discover customer and user insights of usage. Helps understand how the user approach to the product and predicts risks accordingly.
Angela
Customer Success Manager
Huge Improvement To User/Account Health & The Onboarding Journey. CustomerSuccessBox has been a game changer in the way our team onboards and nurtures our clients. The ability to have eyes on what they are/aren’t using as a feature is invaluable.
Betzi
Senior Onboarding CSM
Retain thousands of customers seamlessly.
The best thing about CustomerSuccessBox is its ease of use and the alerts help us in focusing on the right accounts. It has made it so much simpler to manage our thousands of customers.
Rajiv S
VP of Sales and Customer Success
Excellent Success Platform.
The Kaban style boards for tracking playbooks along with the ability to set multiple health scores based on Production Adoption, Financial, Service, and Relationships are very powerful..
Barton
Customer Success Manager
Improve Your Business Reviews with CustomerSuccessBox!
Quickly and easily move accounts along the customer journey and from one playbook to another, while allowing for additional custom tasks and notes
Emma-Rose
Senior Key Account Manager
Overview of the customer portfolio got super easy with CSB.
The best part is being able to identify not only their product usage health stats, but also their relationships, risks and even financial health in one place.
Akancha S
Customer Success Manager

We partner with B2B SaaS businesses on their journey to 130% MRR retention.

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Customer Spotlight

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
Sergey Sundukovskiy
CTO/CPO, Co-founder
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.
Enrique Novomisky
Co-founder

Case Studies

CASE STUDY
SchoolPad identifies at-risk accounts within 2 weeks of signing up
Retention, Upsell, Onboarding
“We were surprised to identify accounts on the verge of churn when the health data started showing up in CustomerSuccessBox. With the risk alerts notifying the success team early, we now have the opportunity to prevent potential future churn. We’re truly getting of the churn”
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CASE STUDY
Aislelabs establishes a single source of truth with CustomerSuccessBox.
Retention, Upsell, Onboarding
“We chose CustomerSuccessBox because it solved our need for a single source of truth and it helped the success team at Aislelabs become proactive and efficient.”
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CASE STUDY
SalesScreen has a 10% reduction in Onboarding churn by using CustomerSuccessBox.
Retention, Upsell, Onboarding
Before CustomerSuccessBox, we were using CRM and spreadsheet data for our onboarding. The CSMs were not getting a detailed overview of where the customer was in their onboarding journey and as result was facing Onboarding churn. By using CustomerSuccessBox we have been able to reduce our onboarding churn rate by 10% in the year 2020.”
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CASE STUDY
AgentOS uses automation to move from reactive to proactive communication with CustomerSuccessBox
Retention, Upsell, Onboarding
We went with CustomerSuccessBox because we wanted to move to a proactive way of communicating with clients. We wanted our entire team to be working proactively and CustomerSuccessBox was the first step to achieve that and embed that in our Customer Success Team’s culture.
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CASE STUDY
Raken increased revenue retention by 10% with CustomerSuccessBox
Retention, Upsell, Onboarding
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.
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CASE STUDY
jacando improves their Onboarding Process with CustomerSuccessBox.
Retention, Upsell, Onboarding
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 CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months
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CASE STUDY
PractiTest reduces surprise churn by using CustomerSuccessBox
Retention, Upsell, Onboarding
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.
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