The ultimate customer success integration- CRM+CS

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Now make your customers succesful with 2 way integration

The two way integration between CustomerSuccessBox and Salesforce centralizes your existing customer data to get you powerful insights and actions. Your sales team accessing Salesforce can get critical customer information from CustomerSuccessBox to close deals whereas your CSM accessing CustomerSuccessBox can fetch deeper understanding of customers from salesforce to drive success.

See Integration in action

Additional Features

Create and Manage accounts
Manage Accounts, Subscriptions, and Users in CustomerSuccessBox from Salesforce CRM
Segment account in CustomerSuccessBox
Segment customers on-Teams(CSM, SDR) , Companies (License), and opportunities (MRR)
Set up health score
Set up financial health based on properties like license utilisation, Invoice overdue
Get a 360 degree view of customer
See full customer picture by syncing tasks and activity events created in both platforms

Never miss another key customer detail.

  • Unify the customer data from Salesforce with other health data in CustomerSuccessBox —like relationship health ,Financial health and Product health—to create a centralized, 360-degree view of your customer.
  • Create Segments on basis of pre existing data in Salesforce and trigger alerts for proactive intervention to supercharge your customer success stories.
  • Now, integration with Salesforce will help customers achieve desired outcomes and never miss an opportunity to upsell or cross-sell
Enrique Novomisky
Co-founder
WoowUp
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.
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.
- Enrique Novomisky
Co-founder

Engage the right audience at the right time

  • Leverage customer data brought into CustomerSuccessBox from Salesforce integration to trigger personalised outreach
  • Make changes in the customer journey by analysing the customer behaviour from the data in Salesforce
  • Now sales can drive consistent processes using playbook and prescriptive calls-to-action from the data in CustomerSuccessBox

Driving business outcomes for your customers becomes easy with Salesforce 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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