CustomerSuccessBox vs. Startdeliver

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

with Startdeliver, we could instantly know what are clients are doing in our platform, even our salesteam testing out prospects. this is such an invaluable insight to have. And by also adding an integration to a CRM, this is just a cheat code done so simply, that competitors can only look in awe.

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

• Track the features your clients are using
• Churn prevention
• Shared spaces for collaboration
• Integration

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

• Not necessarily a bad thing, but being so simple, it could contain even more advanced features for "customer success", but however, the reason you really use Startdeliver is for its simplicity
• could be slightly more distinct separation between customers and internal user (you confuse what is what sometimes)
• I don't fully understand the naming and logic about their new packages, but this is subjective opinion

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

from its incredible UI/X, to its easy to use features, to its native integrations, and to its overall approach to easily keep track of your customer success function as such - if you are not using Startdeliver as a CS team - you must be doing something wrong, so don't hesitate.

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

Planhat might be a unicorn headed platform with incredible functions and features as well, but in reality, who will really use all of those features? Most CS teams just wants simplicity, not for things to become rocket science. Stay simple and go for a platform that will keep you grounded to the hardcore basics, and let your CS team do the rest.

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.

• saves atleast 30% time per customer
• Prevents churn thanks to great healthscoring and customer details function
• becomes an integrated source of truth

Incentivized