CustomerSuccessBox Features

Based on 76 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Based on 74 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Based on 74 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Based on 75 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Based on 74 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Based on 72 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. 48 reviewers of CustomerSuccessBox have provided feedback on this feature.

Based on 72 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 65 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

Based on 65 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Based on 50 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Based on 69 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 64 CustomerSuccessBox reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 55 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 64 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 69 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 64 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 58 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Based on 57 CustomerSuccessBox reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Based on 68 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 61 CustomerSuccessBox reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Can operate under at least two distinct sales methodologies This feature was mentioned in 10 CustomerSuccessBox reviews.

As reported in 12 CustomerSuccessBox reviews. Includes recording and review capabilities to train new salespeople or review old deals

Based on 15 CustomerSuccessBox reviews. Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 15 CustomerSuccessBox reviews.

As reported in 13 CustomerSuccessBox reviews. Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal 12 reviewers of CustomerSuccessBox have provided feedback on this feature.

Allows multiple relationship maps for each account and opportunity 13 reviewers of CustomerSuccessBox have provided feedback on this feature.

Includes explicit definitions of stakeholder roles 13 reviewers of CustomerSuccessBox have provided feedback on this feature.

As reported in 15 CustomerSuccessBox reviews. Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents. 14 reviewers of CustomerSuccessBox have provided feedback on this feature.

Based on 13 CustomerSuccessBox reviews. Generate checklists to monitor the prograss of onboarding projects.

As reported in 14 CustomerSuccessBox reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.

As reported in 13 CustomerSuccessBox reviews. Allocate resources to tasks and projects, and track their costs.

As reported in 13 CustomerSuccessBox reviews. Manage onboarding documents, training materials, and other content.

Based on 13 CustomerSuccessBox reviews. Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 14 CustomerSuccessBox reviews.

Provider a portal for customers and external users to collaborate and share documents. 12 reviewers of CustomerSuccessBox have provided feedback on this feature.

Based on 13 CustomerSuccessBox reviews. Include features to keep customers engaged such as internal communications.

As reported in 12 CustomerSuccessBox reviews. Create white-label portals by customer, product, or project.

As reported in 13 CustomerSuccessBox reviews. Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system. This feature was mentioned in 13 CustomerSuccessBox reviews.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives