CustomerSuccessBox

Customer Success Platform for B2B SaaS businesses

  1. Account Health 360: CustomerSuccessBox tracks product adoption, financial, service and relationship signals to calculate 4 unique health scores.

  2. Risk / Upsell Alerts: Set up and auto-generate risk / upsell alerts to draw a customer success manager’s attention.

  3. Onboarding Playbook: Onboard your customers with success playbooks. Define goals and lead customers through a planned onboarding journey via a kanban style task board.

  4. Product Adoption tracking with Milestones: Lead your customers to true product adoption by setting up milestones for value delivered at each stage.

  5. Actionable: E-mail, make calls and log activities all from within a single platform to boost CSM productivity by 2X.

  6. Task Management: Create, manage and assign tasks, all from within CustomerSuccessBox as you strive to achieve your customer success goals.

CustomerSuccessBox

How CustomerSuccessBox works

CustomerSuccessBox is a Customer Success Platform for B2B SaaS businesses. SaaS businesses have 80-95% of the LTV locked as potential recurring revenue. BUT they don't know who will Renew, Buy-more or is at At Risk. CustomerSuccessBox monitors Account Health by tracking product adoption and usage, and allows businesses to take proactive ‘Actions’ and retain customers. It’s a complete solution which enables SaaS business to onboard, track product adoption and account health, renew and upsell to all its customers.

Monitor Product Adoption, Financial, Service & Relationship Health and add a custom Risk Score.
Monitor Product Adoption, Financial, Service & Relationship Health and add a custom Risk Score.
Use our smart Onboarding Playbooks to drive true Product Adoption and increase Product Stickiness.
Use our smart Onboarding Playbooks to drive true Product Adoption and increase Product Stickiness.
Segment customers into distinct buckets. Know who is ready to renew and nudge them at the right time.
Segment customers into distinct buckets. Know who is ready to renew and nudge them at the right time.
CustomerSuccessBox

Get more out of CustomerSuccessBox with Segment

Using CustomerSuccessBox and Segment together enables you to roll out Customer Success technology without the need to engage your developers. CustomerSuccessBox can add a destination to Segment, and leverages existing instrumentation which is sending telemetry / product usage data to Segment, to be passed and consumed directly by CustomerSuccessBox. This makes the entire getting to Account health and enabling alerts completely effortless, seamless and 100% developer free. This means no custom coding is necessary to get CustomerSuccessBox up and running. CustomerSuccessBox maps all key segment events Identify, Track, Group and Page directly and ingests the data into account health and other key calculations.

Integrate CustomerSuccessBox with Segment

Segment makes it easy to set up CustomerSuccessBox.