CustomerSuccessBox
6 Case Studies
A CustomerSuccessBox Case Study
PractiTest, an end-to-end test management platform, faced challenges monitoring product adoption, reducing surprise churn, and creating a true customer 360 view. Customer Success Managers were spending excessive time switching between CRM, ticketing, chat and subscription systems, and management lacked real-time visibility into account health. To tackle these issues, PractiTest adopted the CustomerSuccessBox customer success platform.
CustomerSuccessBox delivered proactive Alerts, integrated G‑Suite and Intercom conversation history, captured all touchpoints (emails, meetings, tickets), and provided Playbooks and Milestones for onboarding. These capabilities let PractiTest focus on at‑risk accounts, improve onboarding and feature adoption, and reduce surprise churn — yielding “a much better 2020 than what we had expected” by enabling more proactive customer success management.
Antony Lipman
Head of Client Success