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
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 been able to reduce our onboarding churn rate by 10% in the year 2020.”
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.”
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 from day one. Turning every CSM into a Super CSM.
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 to do deeper data analysis and generate proactive signals not possible with manually configured rules. It learns 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.
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.
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 to do deeper data analysis and 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-learns 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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