Built in Actionability right in the platform

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The ultimate customer success + Communication integration

CustomerSuccessBox has built in actionability. Eliminate the need to switch between apps to deliver success.You can sync your Office 365 to your CustomerSuccessBox Inbox. For CSM who spent most of their time in CustomerSuccessBox but needs to switch between apps to send an email to customer, this integration allows you to do so.

See Integration in action

Driving Productivity becomes easier with Integration

All Customer Communication in one place
Get all your emails right in CustomerSuccessBox inbox
View Relationship health of your customers
Track the relationship health based on the interactions that you had with the customer
Configure Risk alerts
Trigger Risk alerts when there is no communication with your customer within a period
Communication becomes easy
You can directly communicate with your customers without having to switch between apps

Reaching out to customer effortlessly

  • Reach out to your Users belonging to an Account directly from CustomerSuccessBox.  Communicate any new update or information to your customer without having to switch between tabs.
  • Get visibility of your customers right where you work, so you can efficiently keep a track of all customers accounts and deliver success .
  • Take note, send attachment , assign a task or directly call the customer. Get to view  all the conversation that has taken place all in one place
Sergey Sundukovskiy
CTO/CPO, Co-founder
Raken, USA
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
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

Reply to your customers right from CustomerSuccessBox platform

  • The 2 way integration allows you to reply to all yourOffice 365 customers right from CustomerSuccessBox
  • Get to view  all the conversation that has taken place so far without  depending upon your team mate
  • Can take advantage of ready to use email templates while replying to your customers

Fuel your recurring revenue engine with Office 365 and CustomerSuccessBox Integration

See Customer Success platform in Action

FAQs

Heading

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Ready to integrate with CustomerSuccessBox

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