We're trying to retail our customers and increase the adoption of the product.

The software tells me the health of my account. This has made me very proactive in my job. I'm even able to collaborate with my customer success managers very well on each of the account.

User interface can be improved but the insights that i get are really valuable.

The journey feature is really useful for us, we had solved a number of manual tasks with this feature like using a custom template to send an automated mail to our client regarding new account manager assignment and their respective detail and auto-enrollment of accounts to the respective playbook. The playbook feature is also really helpful for our onboarding process.

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). And due to this, in our morning meeting call, we do not have the latest health data, so we need to present two days ago data to our team.

The friendly interface with just enough necessary features for customer management

It's hard to search keyword of notes/ communication flow/ emails.

Overall, it's a great tool to manage all Client portfolios and Account related information in a single platform. It has eased our various complex processes of tracking Client related activities. This has helped us tremendously in tracking Health metrics for our Clients and take proactive actions. The Support which we are getting from the CSB Team be it on side of bug resolution or product enhancement, always exceptional.

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. As an Admin, I find the Dashboard feature incredibly useful in providing a holistic view of different Account portfolios. The ability to customize it according to business requirements has been instrumental in decision-making. 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. The ease of integrating CSB with our product and 3rd party tools helped us automate several workflows and provide valuable business insights. Sheldon [ai] is a very good data-driven AI feature recently introduced within the platform. Although we haven’t started using it much, it seems to be a game-changer for us in the long run to make decisions based on recommendations provided by Sheldon [ai].

Nothing specific to highlight on the downside of the product as I am using this product for more than one and a half-year. There were instances when we faced technical issues but every time the efforts from their support team are commendable. The only thing I would suggest is that it will be good to have more metrics in the relationship segment of Account like Product Adoption metrics. It will add more value on the Account level.

Using CSB for quite a while now, its good to keep a track of your day to day productivity, pop up's of Reminders on tasks, renewals, follow up. Also it finely calculates and shows the customer usage percentage so accordingly you can prepare an action plan on your follow ups and business stragtegies.

I liked the tasks notification feature , you no longer need to remember the next day follow ups with your customer. I also really like the feature where you get to know how much meetings and calls happened on that particular day or week, It will help to calculate the productivity. Email Sync is also a very good and useful feature.

i experienced slowness while using the software , but it happens only sometimes. Also sometime posting of Log takes few seconds. You can't really work on multiple windows due to the slowness. There might be chances this happens bcz of the internet connectivity, but over all its Good and user friendly.