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Measurable results that transformed Crayon's Customer Success operations

As Crayon's customer base grew, its Customer Success team began to face a critical problem: With hundreds of accounts to manage, the 11 CSMs were each spending 12-15 hours per week pulling together bits and pieces from Slack, emails, and call notes.
Important signals—like a customer frustrated with a bug or hinting they might churn—were buried in the noise, leaving leadership without the visibility they needed to make timely decisions.
The team needed a way to quickly spot issues and opportunities across all accounts, so CSMs could act before problems escalated.
Crayon implemented BackEngine to organize scattered customer communications into a central system with AI-assisted meeting preparation, follow-ups, asset creation, and account insights.
This allowed the team to see which accounts needed attention, what issues were emerging, and where new opportunities existed, without the usual hours of manual research.

BackEngine immediately highlighted accounts showing warning signs, allowing the team to address problems before they escalated.
Instead of spending 12-15 hours per week compiling information, the team could quickly understand account health and focus on actions.
Insights were automatically shared with the right people, from CSMs to product and leadership, ensuring everyone had the context they needed.
Concrete outcomes that drove business value
The team identified and proactively addressed issues putting 2 major enterprise accounts at risk.
Early visibility into risks and proactive engagement helped Crayon surpass retention targets by 11%.
Insights contributed to 35% of Q3 renewals, ensuring leadership could plan confidently.
Time saved allowed CSMs to focus on account expansion, increasing pipeline by 40%.
BackEngine transformed Crayon's Customer Success team from firefighting mode to strategic growth partners, with the visibility and insights needed to drive retention and expansion.