CustomerSuccessBox vs. Intouch Insight

It is the best software if you are a b2b software who is planning to scale customer success department and you are running blind on potential threats for renewal. It also helps you understand which customer is not getting value out of your product. I completely recommend this. Go for it!!!!!

Intouch Insights is great for companies needing to a deeper look at their customer base without the need to pay for a consultant to do it. Intouch does enable you to reach people on all platforms (desktop, mobile, tablet) and lets you create a decent experience too. If you're a small marketing team, make sure you allow the appropriate time span to set up and use the software as it can eat into time.

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• 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.

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• Compatible with most smartphones: Our forms can be viewed and used on almost every smartphone. Some outliers may be phones that are not up-to-date on software.
• Variety: We can make an array of form types enabling us to really update our mobile experience. We also have a good selection of question types to use to build out engaging forms rather than stale ones.
• Simple to use: The builder interface is really simple to use. You can drag your questions to shake up the order, add images if needed, and you can even provide a question description to give users more detail.

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• 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.

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• Data can be "collected" offline: If the person uses the form offline, it's supposed to sync with our software after they come online. We've found that it doesn't always sync well and we have to use incomplete data or trash the form fill as a whole.
• Set up is a little challenging: We had to work with a customer rep along with reading the help forum to get this set up the way we wanted it to be, causing us to use up time we didn't originally allot to it.
• Issue alerts: While it does work most of the time, we have had a few hiccups with the issue alert functionality. We would actually find the issue or be informed of the issue before the software alerted us.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Customer success box is one of the best products we have used as it solves the main problem for us. Use tracking and adoption. The best part about various software integrations is that now we are able to track everything at one single platform with multiple reports, analytics and dashboards.

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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.

CustomerSuccessBox provides a great UI where I can manage all the activities related to a client in a single window. This helps to update and focus on key tasks related to the client. Small insights graph helps to quickly analyze the client's health towards our product. The customizable filters are a great help in sorting the data.

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Independently Invited by TrustRadius

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Compared to InTouch, these three look like amateurs. They are far too simple and do not have the mobile capability and mobile display appearance as InTouch. While they are cheaper alternatives, you'd be losing out on a lot of key benefits, especially with analytics, that InTouch delivers to its users.

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Independently Invited by TrustRadius

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• 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.

• Positive: More reliable answers in a neater presentation.
• Positive: Creation of more forms without adding more time, leading to more insights.
• Positive: Reduction in cost on materials (paper, pens, etc) which equals the cost of the software.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info