Case Study: SalesScreen achieves a 10% reduction in onboarding churn with CustomerSuccessBox

SalesScreen has a 10% reduction in Onboarding churn by using CustomerSuccessBox

SalesScreen, a global sales gamification and data-visualization platform, struggled with high onboarding churn and a fragmented customer view—CSMs relied on Salesforce, spreadsheets, notes and emails, making onboarding lengthy, untracked and hard to scale. To address this, SalesScreen turned to CustomerSuccessBox and its customer success platform (including Playbooks, Account 360 and Alerts) to centralize onboarding and customer data.

CustomerSuccessBox implemented structured onboarding Playbooks, an Account 360 view and automated Alerts that capture touchpoints and usage trends, enabling proactive interventions and better relationship management. As a result, SalesScreen reduced onboarding churn by 10% in 2020, increased CSM productivity, and was able to manage more accounts while identifying both at-risk and high-performing customers for targeted actions.

SalesScreen

Marius Ekerholt

Chief Product officer and Head of Customer Success