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B2B SaaS companies with 'Inside' Customer Success teams. Inside success teams need a success platform enabling them to manage hundreds of customers.
SaaS & Enterprises applications. Recurring revenue businesses, customer success, product success, and customer engagement.
Setting up automated alerts for important milestones is a magnificent feature of CSB which gives the ability to be proactive and show our customers some extra love.
Many times, there is a delay in health aggregation, especially product and relationship health. Initially, it happened at midnight but now it mostly happened at noon(12 pm).
Its an amazing software which can make a customer success person's role more effective.
It's hard to search keyword of notes/ communication flow/ emails.
I have had a wonderful experience using the CustomerSuccessBox since it helps me track every aspect of my customer.
Nothing specific to highlight on the downside of the product as I am using this product for more than one and a half-year.
Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture of an account and how best to serve their needs.
The password reset or change takes time to deliver. Not sure if its their email program or my inbox issue.
SENSITIVE CONTENT] have been amazing to work with and are dedicated to helping our team get up to speed and succeed within the platform. They have always been accessible.
There's no new tab option , all activity you have to do in same tab , number of repetition in same tab.
SM is a product with great potential, it will greatly help customer success and business analysis if implemented properly. Their people are smart and supportive, super professional.
The frequent updates to platform without informing us beforehand caused some inconvenience, but overall, it still meets our CS needs.
SM team is super supportive and helpful. They have a strong team to implement the product.
The product could have a more streamlined interface. Some things are a bit difficult to find, but they are usually there, just hidden among other things.
The Success Plays are also super helpful to have defined processes for certain customers. The user interface is very friendly and our CSM was extremely helpful during the integration process.
CustomerSuccessBox
SmartKarrot
Top FeaturesCustomerSuccessBox
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SmartKarrot
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