Case Study: Upflow consolidates customer feedback and spots churn risk faster with Simplesat

Upflow consolidates NPS and CSAT data with Simplesat to spot churn risk faster

Upflow, an accounts receivable software solution for B2B companies, faced significant challenges in managing customer feedback. Their previous tools were inflexible, difficult to integrate with their existing software like Vitally, and resulted in unsynchronized and unconsolidated NPS and CSAT data. This made it difficult to spot churn risks and took up too much of their team's time and resources.

Simplesat provided a solution by building a custom Vitally integration and enabling multi-channel surveys through Intercom and Front. This allowed Upflow to automatically trigger Vitally playbooks based on survey responses, flagging clients as Promoters, Passives, or Detractors. As a result, their customer success managers can now spot churn risks and follow up faster, consolidating all their feedback data into a single, intuitive platform.

Upflow