CustomerSuccessBox vs. Sogolytics

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 use Sogosurvey to obtain feedback from course candidates after they have attended a course. This is invaluable to us as the candidates can complete the feedback in their own time after the course is completed rather than them having to do it while attending the course. We also use SoGoSurvey to get feedback from our volunteer instructors who work for other organizations and at different hours so the ability for them to complete the surveys in their own time is invaluable.

• 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

• SoGoSurvey makes it easy to create a survey even for the novice. I recently gave a spare license to a peer and they were able to easily develop a survey. I offered my help if she had any questions but she said that she'd definitely ask but "... I already love that I can change the answer format with the drop down. It's the best. "
• Customer support. I 'chat' with support personnel when I need to use a feature I haven't used. They are always quick to respond and answer my questions thoroughly. I can get the complete chat via email for future reference as well.
• Keeping clients up-to-date. SoGoSurvey regularly hosts free training and best practices webinars that keeps the basics at the forefront and shares best practices.
• The canvas (survey metrics) is easy to create and very versatile in summarizing the survey results.

• 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

• Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like)
• Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey)
• Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view)
• Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template

We find SoGo Survey to be easy to use and very respsonsive to our needs

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

Very easy to use. My only challenge was the features offered in their Plus package didn't offer everything I would have liked (e.g. branching). The other area for improvement would be to allow an easier transition between Tracking and Reports.

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 had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!

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

In summary, Sogolytics has proven to be the perfect fit for our pre and post-test assessments. Its seamless integration, efficient data collection, and powerful reporting capabilities have significantly improved our ability to track and communicate the impact of our programs. We highly recommend Sogolytics to organizations looking for a reliable and user-friendly data management solution.

• 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 are more efficient. Instead of manual work, we can use this survey tool to do the heavy lifting, allowing for staff to focus on other tasks.
• The "send later" feature ensure surveys are sent out without needing a manual reminder.
• Offering pulse surveys has given us a great way to get a temperature check from employees.