Real-World Case Studies and Customer Success Stories with Clientsuccess

Constellation HomeBuilder Systems improved customer experience and streamlined workflows using AI, leading to faster customer onboarding and increased value.

ClientSuccess helped Beyond Insurance cut client adoption time from 1.5 years to 6 months. Before, they used Outlook and Excel to manage data and client engagement. With ClientSuccess, they organized... data, tracked client health, and managed the customer journey. The platform made it easy for their small team to check in with clients and keep everyone on the same page. Beyond Insurance now delivers a better, faster experience to its network of agencies.
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ClientSuccess helped AddShoppers improve customer retention. AddShoppers had trouble tracking customer health and risk. They used ClientSuccess to get a full view of each account and set up alerts fo...r accounts at risk. Logo retention increased from 85% to 93%. Revenue retention grew from 90% to 103%. The customer success team became a profit center. AddShoppers did not lose any key accounts flagged as high risk.
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ClientSuccess helped MURAL save time by reducing customer data gathering from 2 hours to 15 minutes. The Customer Success team used ClientSuccess to manage lifecycle stages, tasks, and reminders for ...many customers. The platform improved visibility, standardization, and internal collaboration. MURAL now tracks customer health and manages renewals more efficiently. The team can focus more on strategic work and less on manual planning.
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ClientSuccess helped Symphony Talent spot churn risks early. The Health Score feature let their team see which accounts needed attention. Integration with Salesforce put all customer data in one plac...e. Real-time insights improved efficiency. Symphony Talent now acts fast to keep customers happy and reduce churn.
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ClientSuccess helps Veracode manage all customer data in one place. Veracode uses ClientSuccess to track account details, meeting notes, and key dates. The platform lets the team focus on accounts th...at need attention. Integration with Salesforce saves time by reducing duplicate work. The customer grid feature gives CSMs a clear daily view of priorities and customer status.
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ClientSuccess helped Plum Voice reduce customer churn by 70%. Plum Voice needed better ways to manage customer communication and prevent churn. They switched from Salesforce to ClientSuccess for cust...omer success management. ClientSuccess provided tools for lifecycle management, SuccessCycles, and Customer Pulse. These features helped Plum Voice create regular communication, track customer goals, and identify at-risk accounts. As a result, Plum Voice improved customer relationships and kept more customers.
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ClientSuccess helped EveryoneSocial improve their client success operations. Chris Hecklinger, senior director of client success at EveryoneSocial, shared his experience in a video. The platform supp...orts customer journey management, insights and analytics, AI and automation, and customer onboarding. The case highlights how ClientSuccess streamlines workflows and delivers value. No specific metrics or numbers are mentioned in the content.
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ClientSuccess helped SmashFly improve their customer experience. Ted Ruscitti, Chief Customer Officer at SmashFly, shared his story in a video. The platform provided insights and analytics, customer ...journey management, and automation. SmashFly used ClientSuccess to manage customer workflows and onboarding. The case highlights the value of streamlined customer management with ClientSuccess.
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