Case Study: Heron Data improves customer support visibility and response times with Unthread

Heron Data Empowers Lenders to Underwrite Small Businesses Faster and Increase Revenue using Bank Data

Heron Data, a YC-backed company that transforms raw bank data into cash-flow reports for lending decisions, faced a challenge managing customer support. As they grew, their use of numerous Slack Connect channels for customer success became difficult to manage, leading to lost messages and missed follow-ups. They also lacked analytics, leaving them without visibility into response times or the recurring topics that were creating support load. They turned to vendor Unthread for a solution.

By implementing Unthread's shared email inbox and Slack analytics, Heron Data unified their support requests into a single source of truth. This provided them with critical insights into their performance and the patterns behind their support load. The solution from Unthread enabled Heron to maintain a personal support touch while achieving a measurable business impact, helping them increase their revenue by up to 50%.

Heron Data

Genevieve

Heron Data