CustomerSuccessBox vs. PG Forsta HX Platform

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

There are several new enhancements and features being added to the product on a regular basis, whether its new reporting tools, survey question types or something else, the products are always improving. They are also proactive when it comes to communicating issues, platform changes, downtimes (rare) which I have not seen from other vendors too often. Aside from the product which just works, the support team has to be one of their best assets in my opinion. Their support team know the product inside and out and can provide some creative solutions to achieve your goals. They are always available and offer 24x7 services for free which in many other companies is only available as an add-on cost for premium support.

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

• This is one of the few survey programs that let's you do almost anything you can imagine - complex logic, showcasing concept designs/videos, cluster analysis are a few of the uses we got out of this program.
• Comprehensive data analysis and reporting options allowed us to fill just about any client request.
• Good tech support - never had an issue there.

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

• The ability to repeat the same data export with the options you selected the first time would be good. There are a lot of options available for data exports and it can be challenging to remember exactly which options you picked should you want to put out the same options as a previous export.
• Continue to improve functionality and speed. You are already the leader in my book. Don't fall behind. :)
• Create more "Ready to use" questions like the Carousel for grid questions.

From my point of view Confirmit has been a key tool in our organization. Without it we can't deliver what we do at this moment. Confirmit has proved that is a reliable, stable and easy to use tool. The few issues we found (as far as I know) were sent to Confirmit support team and fix them. Patching the product has been done faster and without large downtime of the product

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

Confirmit is a very technical tool, it takes time for someone to get used to the interface, even when it could definitely be more intuitive or user friendly, this is part of Confirmit's strenghts that makes it one of the most robust data collection technologies out there.

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.

The support team is responsive and I can tell that they are actually trying to help get to the heart of the issues before making us try every possible solution available. They ask the right questions and test things before coming back to us with proposals. I like the support team at Confirmit.

Incentivized

Should let the professionals handle implementation, don't have only the operations team at your company do it.

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

While I was not responsible for the decision to utilize Confirmit I am certainly glad to be using it instead of Dimensions. The interface, coding language, and flexibility of Confirmit are all superior to Dimensions in my opinion. I only programmed average complexity surveys in Dimensions so it is possible that there is some feature or flexibility that I did not get to experience but from my use, Confirmit definitely comes out on top.

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.

• Confirmit has shown a great employee efficiency, the users can work by themselves on it faster than expected.
• It provides a lot of services for the different areas of the company, so we don't have to spend additional money of many different platforms.