CustomerSuccessBox vs. Pendula

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

We used Pendula as part of our re-engagement program. This was valuable, as we were able to connect with 40,000 or more names. Knowing that either a significant telesales team effort--too expensive and not enough people--would be implausible. We designed an interactive SMS journey that allowed us to begin the process of taking the 40.000 and discovering those who were willing to shop with us again automatically. We also found that promotions and blasts worked really well, were very easy to set up and run, and then the automation on the back to create the Salesforce opportunity. We have also engaged with custom objects and were able to trigger events on internal activities and sales status, such as shipping notifications.

• 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

• EOFY campaigns that drove limited time, limited release offers. We could segment our targets and engage those most likely to respond well.
• Limited release wine offers, again targeting the right buyers, and then designing a series of interactions with them. This enabled sales reps to speak to those most warm.
• Customer re-engagement. We have very many historical customers. We were able to reach 30,000 or so people and then lead them through several steps towards re-engagement.
• Targeting smaller customer segments was made easy due to the deep integration with Salesforce. We could create campaigns to account owners of contacts that met criteria--which provided a deeply personal experience.

• 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

• Navigating a variety of journeys can get tricky. They have been steadily improving the interface here.
• Managing launch times and turning campaigns on and off can be cumbersome.
• Naming, tagging, and cross-journey reporting would be great.

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.

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

We found the user interface, the customer service, and the feature sets worked very well for us. Pricing was also affordable.

• 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.

• We were able to activate a large number of old customers
• We generated significant revenues and fast sales
• We have been able to run multichannel campaigns to great effect