Customer Success Tool that integrates with Salesforce
Actionable platform built for B2B SaaS Customer Success teams
SaaS Companies delivering Success with CustomerSuccessBox
Built for B2B SaaS
B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.
130% MRR Retention
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.
Reduce 50% Logo Churn
Do not let churn surprise you.
Monitor Health, set up Risk Alerts and stay on top of churn, always.
2X-5X Accounts::CSM Ratio
Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.
The All-in-One Customer Success Tool for Salesforce Users
Empower your customer success team with the best in class customer success tool to grow multi-million dollar portfolios
Milestones & Alerts
Never miss out on key events. Auto generate alerts to draw a success manager’s attention.
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.
Account Health Monitoring
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
360 degree view
Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360o view of each account.
Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.
Communication & Tasks
E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.
Campaigns & Feedback
Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.
What our customers have to say about CustomerSuccessBox
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See how our Customer Success Tool can help reduce churn in 90 days