How a Leading Competitive Intelligence Platform Exceeded their Retention Goals by 11%

A rapidly growing competitive intelligence platform faced the challenge of scaling their customer success operations while maintaining high-quality service.

With 11 CSMs managing hundreds of enterprise accounts, the VP of Customer Success needed a solution to effectively monitor customer health and drive team performance.

The Challenge

Managing hundreds of enterprise accounts with a lean team created two critical problems:

  • Customer risks often went unnoticed until too late

  • Leadership struggled to balance strategic initiatives with tactical coaching needs

The Solution

By implementing BackEngine's AI-powered platform, the team gained:

  • Real-time alerts for risks and opportunities

  • Automated monitoring of customer communications

  • Customized insight routing to relevant team members

  • Actionable Voice of Customer (VoC) insights

Impact

BackEngine now surfaces 15-20 actionable customer insights weekly that might have otherwise been missed. The platform reduced time spent gathering customer health signals from 12-15 hours per week to just a few hours, allowing leadership to focus on strategic initiatives and proactive customer engagement.

The success has led to company-wide adoption, with the Product team now using BackEngine to capture and analyze customer feedback for product development.

Key Results

Prevented churn of 2 major enterprise accounts
Reduced signal gathering time by 80%
Exceeded retention goals by 11%
Influenced 35% of Q3 renewals
Increased expansion pipeline by 40%

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