Chameleon vs. CustomerSuccessBox

Seems like a great solution for web-based apps and sites when you want to communicate with your users in a fairly lightweight way. Users can "escape" from your guided tours relatively easily. Not sure how it would work for a combined web and mobile experience. Also, if you have a responsive layout, the layout of the guide sometimes breaks - you have to be careful

Incentivized

Customer success box is very well suited for SAAS companies where p product tracking and adoption of needed. Customer support our implementation teams can use customer success box. For tech, quality teams or marketing teams within a company this product is not useful as the domain for these teams are different.

Incentivized

• Super easy installation/setup particularly if you use Segment.
• Improved and relatively easy to learn UI.
• Great minimal/elegant design of the elements that get displayed to your users.

Incentivized

• Journey feature will help you automate your manual tasks like auto csm assignments, auto playbook enrolls, email alerts to your clients about new assignments or any set templates, etc.
• Making a playbook of your process (must be consist of multiple steps) will help you give the visibility of how many clients are stuck in which steps and from when.
• They are using Metabase for making analytics dashboards where you can make your own dashboard with different filters like Csm activity report, churn dashboard, potential clients report and also using pulse feature in Metabase schedule your daily report to different required people.

Incentivized

• There are not quite as many interactive elements as I'd like to see, but enough to get the job done.
• The general editing UI is good, but some of the elements could be easier to discover. You sort of have to trial-and-error your way to success.
• Documentation is fairly light. If you really want to dig in, you'll find it lacking. Luckily support was awesome and fast.

Incentivized

• Health aggregation delay can be improved.
• Calling with csbox software can be improved, it makes touchpoint even if your call from csbox has not picked up, and accordingly changed relationship health.
• Add more analytics in the playbook like avg time taken to complete each step and there is no option of selecting multiple csms in the filter.

Incentivized

CustomerSuccessBox is a valuable asset for every customer success manager and it is more than helpful for all the tracking functions it has. The trends of finance, product adoption, relationship, service all can be tracked extremely well so that a customer success manager doesn't need to worry on the fact that he has to look into everything from various places but can look at a one-stop solution like the customer success box.

Incentivized

I have created two - three support tickets so far and their response is very very quick. Their team is also very empathetic, understanding and highly motivated towards solving a customer's problem. I would definitely recommend and rate them 10 / 10 for their excellent after sales support. They support for all EST & PST zones.

We had some colleagues try to implement WalkMe with their Single page app and it was a disaster getting it to work (it eventually did, mostly). Because we already use Segment, we thought we'd give Chameleon a try and it was very easy. I built my first tour in an hour or two.

Incentivized

I have not evaluated any other software. Nor have I used it. My manager has chosen this software. I'm not the decision maker, my management takes care of all this. I also use Freshdesk, Mixpanel and Hubspot for managing my other work. Good news is, all these are integrated with CustomerSuccessBox

• Saved us time/money building extensive documentation.
• Quicker to implement a few other solutions. We have access to an enterprise product for FREE, but we chose not to use it because implementation was too cumbersome.

Incentivized

• It has helped in managing large amount of Client data under single platform.
• It helped in generating valuable insights from data.
• It is helpful to take proactive actions.