Actionable Customer Success Intelligence Platform

• Onboard customers with time-bound success plays. CustomerSuccessBox onboarding playbook lets you track not just process, but also monitors expected product adoption at each stage using patent-pending technology.
• Reduce Onboarding time by 30% by triggering automatic onboarding messages like welcome emails, training and learning resources, risk alerts through playbooks and journeys

• Monitor product usage and number of active users to determine the engagement level of an account. Customer churn will not be a surprise if you are on top of license utilization numbers.
• AI monitors every Account. It 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.

• CustomerSuccessBox AI generates upsell signals for your team to work on. An AI upsell signal not only points CSM to the right account at the right time, its also saves them from doing data decoding for identifying upsell signals..
• AI powered upsell recommendation does the difficult job of data crunching and gives you the perfect upsell ready accounts for them to work on. Imagine a new set of upsell ready accounts every week on your desk.

• Make your Customer Success Practice ready to scale by automating mundane tasks and communication. Enrol the account for right customer success practice by automating training video emailers or auto create alerts for your teams so that they do not miss out on important touch points with the customer and reduce  ramp up time for newly joined CSMs.

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