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Customer Stories : We partner with customers to help them achieve success

CASE STUDY

PractiTest reduces surprise churn by using CustomerSuccessBox

Retention, Upsell, Onboarding

CustomerSuccessBox 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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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

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 Healthy & 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 Customer Success Manager

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 Customer Success Box!

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

Customer Spotlight

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

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

Antony Lipman Head of Client Success

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

Karin Chief Customer Success Officer

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.

Thiago Nascimento Director of Customer Success

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, WoowUp
Enrique Novomisky

CASE STUDY

SalesScreen has a 10% reduction in Onboarding churn by using CustomerSuccessBox.

Retention, Upsell, Onboarding

agentOS logo

CASE STUDY

AgentOS uses automation to move from reactive to proactive communication with CustomerSuccessBox

Retention, Upsell, Onboarding

CASE STUDY

Raken increased revenue retention by 10% with CustomerSuccessBox

Retention, Upsell, Onboarding

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.

CASE STUDY

Aislelabs establishes a single source of truth with CustomerSuccessBox.

Retention, Upsell, Onboarding

Before CustomerSuccessBox we were running customer success by looking at spreadsheets, CRM and other tools. CustomerSuccessBox 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

jacando improves their Onboarding Process with CustomerSuccessBox.

Retention, Upsell, Onboarding

CustomerSuccessBox helped us to streamline the Onboarding process and know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing the Customer Success Box, the CSM:Account ratio increased by 25% in 6 months.

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CASE STUDY

SchoolPad identifies at-risk accounts within 2 weeks of signing up

Retention, Upsell, Onboarding

With the risk alerts notifying the success team early, we now have the opportunity to prevent potential future churn. We’re truly getting ahead of the churn.

Billions of events logged. 250,000+ Accounts and  1 million+ Users monitored Daily!

Ready to reduce churn and grow your MRR?

CustomerSuccessBox is a disruptive Customer Success Workspace to Onboard, Retain, Upsell and drive Recurring Revenue growth for B2B SaaS.


Billions of events logged. 250,000+ Accounts and  1 million+ Users monitored Daily!

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

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