CustomerSuccessBox
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer Content Management
- Advocate Accounts Management
- Advocate Accounts Search
- Advocate Overuse Prevention
- Reference Automation Request
- Program Membership Management
- Real-Time Program Metrics
- Automated Advocate Data Updates
- Reference Lead Finder
- Gamification & User Rewards
- Integrations
Pricing Info
Pricing Info
ReferenceEdge is a native customer reference management platform for Salesforce. If you are interested in this product, you can request custom enterprise pricing by phone or by email.
Integrations
Integrations
Since ReferenceEdge is part of the Salesforce system, it can integrate with a vast array of applications via API. It also has pre-configured integrations for the following:
- Influitive
- Gainsight
- TechValidate
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A true native component for Salesforce that helps you manage customer references.
Company Email
info@point-of-reference.com
Contact No.
Company's Address
Point of Reference, Inc.
8050 E. 24th Avenue
Denver, CO 80238-3070
USA
ReferenceEdge Comparisons
Popular ReferenceEdge Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Proactive Customer Retention
- Account Health Monitoring
- Churn Risk Analysis
- Multiple Perspectives
- Automated CSM Workflows
- Playbooks
- AI Digital Assistant
- Product Adoption
- Produce Usage Behavior
- Anomaly Detection
- Customer Relationship
- Upsell Opportunity Tracking
- Customer Onboarding
- CSM Portfolio Management
- Customer Segmentation
- Task Management
- Alerts
- SaaS Integrations
Pricing Info
CustomerSuccessBox provides three plans for users to choose from, including an enterprise pricing plan for SaaS businesses that want to improve customer success effort across multiple teams and products. Here are the details:
Grow – $499/month
- Designed for SaaS businesses having a small CSM team
- 1 SaaS product
- Customer communications
- Account health tracking
- Customer onboarding & CSM workflows
- CSM’s portfolio management
- Tasks & alerts
- Customer success journeys
- Predictive account analytics
- Revenue forecasts
- Standard SaaS system integrations
- Support via email
Business – by quote
- Suitable for SaaS businesses with a large CSM team and mature CSM practices
- All features in Grow Plan, Plus:
- Standard SaaS system integrations + customizable rules
- Support via live chat
Enterprise – by quote
- A CSM solution for SaaS businesses with a wide range of teams and products
- All features in Business Plan, Plus:
- Standard SaaS system integrations + customizable rules & two-way sync
- Multiple SaaS products
- Support via phone
Integrations
CustomerSuccessBox integrates with:
- Pipedrive
- Chargebee
- Infusionsoft
- Salesforce
- Salesforce Desk
- Zuora
- Chargify
- Microsft Dynamics CRM
- Zoho
- Stripe
- Braintree
- Capsule
- Jira
- WOOTRIC
- Close.io
- Nicereply
- AmoCRM
- Freshsales
- Freshdesk
- Promoter
- Ask Nicely
- Intercom
- GoCardless
- Uservoice
- 3Scale
- SalesforceIQ
- Zendesk
- GoToMeeting
- ChatMogul
- Capsule
- Kayako
- Segment
- Help Scout
- Recurly
- Intacct
- Insightly
- Zendesk
- Mixpanel
- Delighted
- Gmail
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pipedrive, Hiver, Raken
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
CustomerSuccessBox is a customer success platform designed for SaaS CSM managers and teams to quickly and smartly solve issues in customer and revenue retention and churn.
Company Email
sales@customersuccessbox.com
Contact No.
Company's Address
Promoto, Inc.
44 Tehama St, San Francisco, California 94105
USA
CustomerSuccessBox Comparisons
Popular CustomerSuccessBox Alternatives
Please keep in mind that while both ReferenceEdge and CustomerSuccessBox may offer a reliable set of features each app might be designed for a different company size. If you are analyzing various solutions you should give some attention to a business size they are meant for. Certain features may scale up effectively for big enterprises but if you own a small or medium business it’s frequently better to stay away from paying for advanced features that you may never use.
Page last modified