Case Study: Social Dental achieves 2½-hour daily time savings per customer success team member with ClientSuccess

Social Dental sees 2½ hour time savings per customer success team member per day with ClientSuccess

Social Dental, a Utah-based social media marketing solution for dental professionals with a HIPAA‑compliant picture-taking app, experienced rapid growth and reorganized into four-person customer success teams but lacked visibility into customer health and journey stages. To gain a holistic view, prioritize where CSMs should focus, and get real-time guidance on root causes, Social Dental selected ClientSuccess as their customer success management solution.

ClientSuccess delivered an intuitive platform that segmented the customer journey, provided standardized health scores, and surfaced actionable insights, enabling Social Dental to revamp onboarding, reduce churn, and work more efficiently. As a result of implementing ClientSuccess, each customer success team member saves about 2½ hours per day, the onboarding process was broken into manageable touchpoint segments, and the team now delivers faster, more accurate customer status updates and cost savings.

Social Dental

Paul Jones

Director of Customer Success