Client Case study

Rethinking Customer Success and Sales:
A Collaborative Powerhouse in the SaaS industry

About The Case Study

Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. The details and outcomes described represent a real-world business scenario but have been suitably disguised to maintain the privacy and integrity of the organization involved.

While the specific organization remains undisclosed, the lessons learned and strategies employed can be valuable for companies operating in similar contexts to increase valuation towards an exit.

This client case underscores the pivotal role of technology and a robust Customer Success team in driving exponential growth and minimizing churn within a SaaS company. Embark on an enlightening journey to discover how ARPEDIO’s comprehensive platform facilitated quantification and visualization of critical client information, transforming the Customer Success and Sales departments into a collaborative force.

The Challenges

The Customer Success team found themselves in a position where they on one hand were new to the business, bringing in a new perspective on how to handle clients, and on the other hand did not have the technology to fulfill all their (high) ambitions.

The Customer Success team struggled to find a tool that could meet the issues they were facing. More specifically, there was a need for a tool that could:

  • Create a client health score that could also track changes over time.

  • Assess client health based on their own customized best practices.

  • Forecast chance of renewal and risk of churn based on assessments. Assess client health based on their own customized best practices.

  • Natively integrate with their Salesforce CRM to secure both adoption and access to all relevant client information within one system, as well as being able to combine the health score with other data points in the CRM.

The Solutions

ARPEDIO was able to provide and implement a combination of an Account Management tool and a Relationship Mapping tool (including the Org Chart component) that was customized to suit the Customer Success teams’ specific needs.

The fact that ARPEDIO is integrated natively within Salesforce was an important feature and a significant benefit as it would both save time and streamline communication with sales.

Natively in Salesforce, ARPEDIO
ARPEDIO Account Management
Relationship Mapping Software, Natively in Salesforce with ARPEDIO
ARPEDIO Relationship Mapping

The Results

0 %

agree that the implementation of ARPEDIO has resulted in a substantial increase in the availability of information across departments, and time spent searching for information has decreased.

User Survey

0 %

agree that ARPEDIO plays a pivotal role in efficiently determining and assessing stakeholders, ensuring the identification of missing stakeholders, and facilitating the implementation of appropriate next best actions.

User Survey

Picture of Tim Wolff Jacobsen, Managing Director, Consulting

Tim Wolff Jacobsen, Managing Director, Consulting

+45 23 46 98 83
[email protected]
linkedin.com/in/timwolffjacobsen/

Follow us on LinkedIn to get all the newest perspectives and insights around strategic relationship management and sales innovation.

Picture of Tim Wolff Jacobsen, Managing Director, Consulting

Tim Wolff Jacobsen, Managing Director, Consulting

+45 23 46 98 83
[email protected]
linkedin.com/in/timwolffjacobsen/

Follow us on LinkedIn to get all the newest perspectives and insights around strategic relationship management and sales innovation.

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Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry

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