Case Study: Orca Security cuts onboarding time and scales self-serve activation with EverAfter

Orca Security saves 200+ CS hours per quarter with EverAfter

Orca Security, a leader in cloud security, faced a significant scaling challenge as its customer base grew. Its Scaled Success team, led by Ty Murphy, struggled with the manual and time-intensive process of onboarding nearly 500 accounts. The one-size-fits-all approach was unsustainable, requiring four hours of live training per customer and offering no visibility into individual user progress. To address this, Orca partnered with vendor EverAfter.ai to implement a more automated and personalized solution using its customer hub platform.

The solution from EverAfter.ai involved creating personalized, user-based onboarding journeys that were automated and self-paced. This shift eliminated the need for live training sessions, saving over 200 CS hours per quarter. The implementation provided user-level tracking and integrated with Salesforce for real-time visibility. The results were a 10/10 customer satisfaction score on the training experience, higher renewal rates due to continuous engagement, and the ability to engage three times more users per account.

Orca Security