EverAfter.ai
10 Case Studies
A EverAfter.ai Case Study
Okta, a leading independent identity provider, faced the challenge of scaling its customer success efforts. The company needed a structured, automated way to capture customer business goals and deliver personalized success plans to its large segment of accounts without dedicated Customer Success Manager (CSM) coverage. Their existing data was siloed across systems like Salesforce and Databricks, making it impossible to operationalize their Identity Maturity Model framework without significant manual effort. They turned to the vendor EverAfter.ai for a solution using its digital success plan platform.
EverAfter.ai implemented an automated, embedded solution that integrated with Okta's existing tech stack, including Salesforce, Gainsight, and Databricks. The platform captured customer business goals and used real-time product usage data to dynamically generate and update personalized success plans. This resulted in a 3x increase in weekly feature adoption and captured business goals from 20% of the targeted customer base within the first week. The solution was fully automated, requiring no additional manual work from Okta's CSM teams, and provided a scalable way to drive customer success.