Know who is ready to Upgrade
Grow your portfolio by monitoring Upsell signals
We help you identify upsell and expansion opportunities
Increase upsells and drive growth
Determine which account is ready for an upsell. Auto-create tasks for your success team to increase upsells.
Monitor Product Usage
Monitor product usage to determine the engagement level of an account. Determine which account is ready for upsell.
Active User Alert
Watch out for upgrade opportunities. Auto-create alerts for high license utilization.
Create Upsell Segment
Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account.
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing the CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months.
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.
Customer Upsell resources
Learn everything about customer upsell to scale your business