Create your own Customer Success Dashboards with CustomerSuccessBox
Actionable platform built for B2B SaaS Customer Success teams.
The CustomerSuccessBox dashboards are customized to display reports for stakeholders, including individual CSMs, managers, executives, and boards of directors.
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.
SaaS Companies delivering Success with CustomerSuccessBox
Built for B2B SaaS
B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.
130% MRR Retention
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.
Reduce 50% Logo Churn
Do not let churn surprise you.
Monitor Health, set up Risk Alerts and stay on top of churn, always.
2X-5X Accounts::CSM Ratio
Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.
The only All-in-One Actionable Customer Success Tool
Empower your client success team with the best in class customer success management software to grow multi-million dollar portfolios
Milestones & Alerts
Never miss out on key events. Auto generate alerts to draw a success manager’s attention.
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.
Account Health Monitoring
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
360 degree view
Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360o view of each account.
Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.
Communication & Tasks
E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.
Campaigns & Feedback
Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.
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.
Ready to start building your dashboards ?
See how CustomerSuccessBox can help you build powerful CSM dashboards >>