Product Overview
The ultimate AI-powered customer success platform to grow & retain customers
CS Intelligence
The power of AI and ML to drive prescriptive success for all stages of customer lifecycle
Solutions
Features
Integrations
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Automation
Customer Success automation at scale
Upsells
Increase Upsell with targeted playbooks and alerts
Customer Retention
Retain your clients with AI generated smart recommendation
Customer Onboarding
Guided playbooks and milestones to deliver early value
Account Health
The holistic measure of value delivered to your customer
Automated Customer Emails
Share high value action steps over automated emails
Automated CSM Alerts
High value alerts for CSM for proactive intervention
Upsell Signals
Get a forecast of when to upsell to which account
Customer Success Risk Alerts
AI powered risk alerts for proactive intervention
Customer Success Account Relationship
Track and monitor every touchpoint to gauge account relationship
Product Adoption Software
Track product usage at all levels
Guided Onboarding
Planned onboarding journey to deliver early value
Product Adoption Milestone
Track key feature adoption milestones to drive product adoption
Business Outcome Management
Track business outcomes at account level to for prescriptive guidnace
CSM Intervention
Built in actionability right within the platform
CSM Portfolio Tracking
View status of all accounts in the CSM portfolio in one glance
CSM Day Plan
Track of all activities/tasks in order of importance for the day
Account Success Plan
Know the status of the business Outcome of all the accounts
Account Service Quality Health
Track all service tickets to calculate service health
Account Relationship Health
Track all customer touchpoints to calculate relationship health
Account Financial Health
Track all financial signals to calculate financial health
Product Adoption Health
Track all product signals to calculate the product health
Account Risk Tracking
Auto generate risk alerts for accounts for CSM intervention
AI Retention Probability
Knowing which customers are going to renew is easier
AI Insights
Real time relevant insights of the account for proactive intervention
AI Recommendation
Proactive AI powered smart recommendations to drive retention
Customer Success Dashboard
Get view of all customer accounts in your portfolio
Net Promoter Score (NPS)
Measure, analyze and grow your customer base with NPS
Customer Segmentation
Segment accounts for driving customer success at scale
Automated Onboarding
Guided playbooks and milestone for faster time to value
Salesforce
CustomerSuccessBox is Salesforce # 1 alternative
Planhat
CustomerSuccessBox is the #1 Planhat Alternative
Churnzero
CustomerSuccessbox is #1 alternative to Churnzero
Totango
CustomerSuccessBox is best alternative
Gainsight
CustomerSuccessBox is Gainsight # 1 alternative
Health Score 3
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Blogs
Guides
Templates
E-books
Webinars
Newsletters
Trainings
The 3 Quarterly Business Review Examples
Top 10 Customer Success Certifications
10 Customer Success KPIs every SaaS company should track
Gross Retention Rate or Net Retention Rate- Which is the key customer retention metrics to track
6 Key Responsibilities of a Customer Success Manager in a SaaS Company
Top Customer Success Events in 2022
6 Key Traits of a CSM
Customer Success Manager (CSM): Responsibilities, Compensation and salary trends in 2022
Customer Success Manager vs Account Manager – What is the difference between them?
Do you have a definite customer success org structure?
Top Customer Success Conferences in 2021
Guide to Creating a Playbook
Designing a Customer Onboarding Framework for B2B SaaS
Top 10 trends shaping the future of Customer Success in 2021
Customer Success Statistics in 2021
4 customer onboarding metrics for SaaS companies
The Effective way to Sales, Customer Success, and Implementation Handoff
Customer Success Defining Trends in the year 2022
Attention CSMs : How to carpe your diem!
How to Maximise Net Revenue Retention
A Comprehensive Guide to Chief Product Officer
The Ultimate guide to Customer Onboarding
Net Promoter Score(NPS) benchmark for the year 2021
How to do customer health score in 2022?
Top 50 resources for customer success
The Ultimate Guide on Customer Journey Mapping
How to start a Customer Success department?
The Ultimate Renewal Playbook
The Ultimate Guide on Customer Success Operations
The Ultimate Guide to Customer Retention
Laying Down your Customer Success Tech Stack
The Ultimate Guide to Being a Customer Success Manager
A Comprehensive Guide to Customer Marketing for SaaS
The essential guide to Quarterly Business Reviews (QBR)
A Guide to Customer Advocacy and Driving Value Through it
The Ultimate guide to top tools in Customer Success
The Ultimate Guide to Churn Rate
Customer Success Budget Template
Customer Success Interview Template
Customer (User) Journey Template
Customer Exit Interview Template
Successful kickoff partnership template
Customer Advocacy Template
Cheat Sheet for Evaluating a Customer Success (CS) Platform
Customer HealthScore Template
Churn Analysis Template
Upsell Opportunity Template
The Ultimate Cheat Sheet to Customer Success
Customer Onboarding Template
Renewal Template
90 Day Customer Success Plan Template
Quarterly Business Review Template
The Case Study Template
How to build a scalable customer success team
How to be a Rockstar Customer Success Manager
Customer Success strategies to reduce churn in 90 days
The Customer Success Leader’s 30 60 90 Day Plan
Open Source Customer Success at Red Hat
How to start a career in Customer Success
Playbook: Delivering Customer Success to Fortune 500 Companies
Company Success vs Customer Success
The Ultimate Guide to Building a Customer Success Team
How Apptio defines Customer Success Metrics
Best Practices for a Customer Success team
Customer Success Automation: To automate or Not to automate
Is my SaaS ready for customer success technology?
Deepdive: Impact of Internal Customer Success
Customer Success playbook for an economic crisis
Dos and Don'ts for Customer Success in 2020
Get to 125% ARR Retention FASTER with AI
How to do Churn analysis
How to Onboard Customers Remotely
Customer Success newsletter I Feb edition
Customer Success newsletter I Dec edition
Customer Success newsletter I Nov edition
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
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Goodbye Customer Success Platforms

Customer Success Intelligence is here

Now use the power of AI and ML to get prescriptive success to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS. 

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Customer Success Inteliigence
Trusted by Customer Success teams everywhere, everyday.

Drive Predictive and Prescriptive Success

Retain Intelligence
AI calculates retention probability of every account. It generates recommendation for CSM to drive retention and upsells. Even calculating dollars every action can potentially unlock in LTV.
Onboarding Intelligence
CustomerSuccessBox AI applies its learning of all the full onboarded accounts and compares it with the newly onboarded accounts to automatically bubble insights that will give you a true unbiased view of an account.
Upsell Intelligence
AI powered upsell recommendation does the data crunching part of the CSM and opens up perfect upsell ready accounts for them to work on. Imagine a new set of upsell ready accounts every week on your desk.
Account Intelligence
CustomerSuccessBox AI does all the big data heavy lifting to generate true insights of an account. Knows whats going well and whats been missed. So that CSM can proactively take corrective actions and unlock more value for your customers.
Next-step Intelligence
What specifically should a CSM do as a next step for a particular account?- QBR/EBR? Training? or Office hours?  CustomerSuccessBox AI applies its learnings to make the perfect recommendation which was proven in the past to be most effective to drive retention.  
Personalized CSM Coaching
Being good at retention, upsells, onboarding takes a lot of experience. But experience takes time.CustomerSuccessBox's AI takes all its learning from the most effective CSMs from the team. And incorporates the same best practices that are making your best CSM successful.
Retain Intelligence
Retain Intelligence

AI calculates retention probability of every account. It generates recommendation for CSM to drive retention and upsells. Even calculating dollars every action can potentially unlock in LTV.
Retention Intelligence
Onboarding Intelligence
Upsell Intelligence
Account Intelligence
Next-step Intelligence
Personalized CSM Coaching
Marius Ekerholt
Head of Customer Success
Salesscreen, Oslo
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 able to reduce our onboarding churn rate by 10% in the year 2020.”
Download Case StudyWatch video
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 able to reduce our onboarding churn rate by 10% in the year 2020.”
- Marius Ekerholt
Head of Customer Success
Download Case StudyWatch video
Download Case Study
Turn every CSM to SUPER CSM
AI learns retention secrets as followed by Sr. CSMs on all past renewal. This learning when shared coaches every CSM. Making even the new CSMs be effective on day one. Turning every CSM into a Super CSM.
Customer Success Manager
Artificial Intelligence
Super CSM
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Customer success intelligence is the idea whose time has come
What is Customer Success Intelligence?
Customer Success Intelligence leverages the power of Artificial intelligence and machine learning do deeper data analysis generates proactive signals not possible with manually configured rules. It leans from the historic churns and renewals to suggest next best action for the CSMs and coaches them to mimic your best CSMs.
How Customer Success Intelligence works?
Customer Success Intelligence leverages the power of Artificial intelligence and machine learning to learn from the historic churns and renewals to generate proactive signals not possible with manually configured rules.
It self learns what CSM actions led to retention and what non usages of which features lead to churn.  

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Why Customer Success Intelligence?
While we all see the potential of a data abundant world, but we've also seen how data can be overwhelming. Requiring full time roles like CS ops to manage, configure and calibrate risk signals, risks alerts and leaving so many blind spots.  

With AI/ML generated account health and customer success plans, it removes the CS ops dependency, which enables new Customer Success team and first time Customer Success leaders with significantly higher chances of succeeding with their CS programs.  


CustomerSuccessBox-[AI] recommendations has the potentiality to generate future LTV equal to 500% ARR.

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Getting to 125%+ Net Dollar Retention (NDR) should not be a guessing game

Customer Success Intelligence leverages the power of Artificial intelligence and machine learning do deeper data analysis generates proactive signals not possible with manually configured rules.

Feature Comparison
Without CS Intelligence
With CS Intelligence
Self Managed
CSM need to analyze data. Less than 1% data is ever used in rules
AI prescribes a success plan. Uses all data to build a complete picture.
Self Administered
Limited to rules configured. Only works for experienced CSMs. Its always Hit or Miss.
Continuously learns and get smarter. Empowers New CSMs by coaching them. Higher probability of success
Cost Effective
Forces org to hire only experienced CSM making it difficult to find and hire in the talent market. Higher cost of CS ops
Enables org to hire first time CSM with confidence and grow and scale faster. Lower cost since even first time CSMs can be as effective from day one.
Self learning
Gut based rules. Tends to become obsolete as product and user behaviour changes
User Behaviour Based Actions. Keeps learning and stays current
Dependency
Continuous CS ops dependency for constant re-calibration. New CS leader struggle
No dependency beyond connecting data sources.No dependency on leaders
Onboarding
Slows down new CSM onboarding
Speeds up CSM Onboarding

Retain customers at scale

The comprehensive view of your customers and smart recommendations help you scale with proven actions that deliver outcomes.

Faster CSM training
Coaches CSMs on the go. Reduces Time spent to train CSM
Scale with confidence
No manager supervision needed. Smart Recommendations for better outcomes
Strengthen Relationships
The smart recommendation allows the CSM to take timely actions that deliver value.
Never run blind
Always monitoring every action taken by the user. Covers your blind side
Adapts to Product updates
AI re-learn the value goals from the adoption behavior of new product features automatically.
Learns new user behavior
AI learns new user behavior quickly and fine-tunes its recommendations periodically.
Smart recommendations
No need to enter rules and wait to learn from trial and error.
Gets smarter every day
Feedback makes it even smarter. Specific actions for specific outcomes.

Empower your Customer Success Managers with the power of AI

Talk to us and let us show how we can help you make your CSMs into Super CSMs with the power of Customer Success AI-generated recommendation.
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Popular Guides
Guide to Chief Product Officer
Customer Onboarding
Net Promoter Score benchmark
Customer Health Scoring
Top 50 resources for CS
Customer Journey Mapping
How to start CS department
Renewal Playbook guide
Customer Success operations
Customer Retention Guide
Customer Success tech stack
Guide to Chief Product Officer
Customer Onboarding
Net Promoter Score benchmark
Customer Health Scoring
Top 50 resources for CS
Customer Journey Mapping
How to start CS department
Renewal Playbook guide
Customer Success operations
Customer Retention Guide
Customer Success tech stack
Customer Success Manager
Customer Marketing guide
Quarterly Business Review
Customer Advocacy Guide
Top tools in CS
Guide to Churn Rate
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Popular Templates
Customer Success Budget Template
Customer Success Interview
Customer Journey template
Customer Exit Interview
Kickoff Partnership template
Customer Advocacy template
Evaluating CS platform
Customer Healthscore template
Churn Analysis template
Upsell Opportunity
Cheat Sheet to CS
Customer Success Budget Template
Customer Success Interview
Customer Journey template
Customer Exit Interview
Kickoff Partnership template
Customer Advocacy template
Evaluating CS platform
Customer Healthscore template
Churn Analysis template
Upsell Opportunity
Cheat Sheet to CS
Customer Onboarding template
Renewal template
90 day Customer Success plan
Quarterly Business Review
The Case study
View All
Popular Guides
Customer Success Tools
Customer Onboarding
Customer Technology Stack
Customer Success jbo
Quarterlsiness Review
Chieuct Officer
Customer Health Scoring
Customer Success Manager
NPS Industry trends 2021
Customer Health etheh hr. rhrg
Star
NPS Industry t 2021
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#SuccessBound Monthly Newsletter
#SuccessBound- February
#SuccessBound- December
#SuccessBound-November
Platform
Automated Onboarding
Account Success Plan
Customer Success Risk Alerts
Upsell Signals
Account Health
Integrations
Solutions
Automation
Upsells
Customer Retention
Customer Onboarding
Resources
Blogs
[E-book]-Scaling up a customer success team
[E-book]-Rockstar Customer Success Manager
[E-book]-Reduce Churn in 90 days
[E-book]-Customer Success leader 30-60-90 days
Webinars
Customer Success Manager Certification
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