CustomerSuccessBox
6 Case Studies
A CustomerSuccessBox Case Study
Raken, a mobile-first construction software provider, needed to scale its Customer Success operations and moved away from spreadsheets to address delayed responses, missed upsell opportunities, and a lengthy onboarding process that averaged over 90 days. To solve this, Raken selected CustomerSuccessBox’s customer success platform to maintain visibility across accounts while automating alerts, tasks, playbooks, and customer communications.
CustomerSuccessBox implemented kanban-style playbooks, health segmentation, automated triggers and upsell identification, shifting Raken from reactive to proactive account management. The results included a 10% increase in revenue retention, a 30% rise in onboarding capacity, and a reduction in average successful onboarding time from 90 to 60 days, along with clearer health visibility and scalable upsell workflows.
Sergey Sundukovskiy
CTO/CPO, Co-founder