Drive Expansion revenue and get to negative churn

Lock in new revenue by identifying new upselling and expansion opportunities and executing it timely to achieve Negative Churn in no time

Drive Expansion revenue and get to negative churn

Drive Expansion revenue and get to negative churn

  • Get alerted when license utilisation hits 100%. Create upsell alerts  and tasks for your CSM to never miss any crucial activity or trigger that helps in upsell and expansion growth
  • Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account. Create Human Intervention Tasks alerts for quality interactions with key stakeholders

Automate Upsell activities

  • Automate every tasks and communication around upsells so that your customers can enjoy high touch services without your CSM having to do any of the legwork yet drive growth
  • Think beyond Onboarding Playbook. At CustomerSuccessBox, you can create upsell playbook to determine when an account is ready for an upgrade, Create tasks for the CSM to ensure  successful upgrade
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.”
- Marius Ekerholt
Head of Customer Success

Identify Upsell Opportunities

  • Identify upsell opportunities by monitoring product usage, account 360 health and licence utilization data. Get more revenue without spending tons of money by targeting the right existing clients at the right time
  • Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account.

See Upsell Playbook in Action

Book a demo now

Get the best Upsell Recommendations

  • The CSI engine at CustomerSuccessBox  gives you the right recommendations to drive engagement with customer across multiple channels. This reduces the chances of missing out on any crucial activity that leads to expansion

Additional Features

Notification for new feature release
In-App notifications for all new feature release to enrich customer lifecycle for upsell
Forecast Recurring Revenue
The CSI is able to predict well in time the accounts that are ready for upgrade
Nurture Low touch customers
Set up Nurturing plan to convert upsell activities for low touch model
Auto create tasks for your success team
Auto Create alerts and tasks for your CSM leading to successful upgrade
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FAQs

Learn more about CustomerSuccessBox Features

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Automation
Customer Success automation at scale
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Customer Retention
Retain your clients with AI generated smart recommendation
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Customer Onboarding
Guided playbooks and milestones to deliver early value
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