Case Study: StaySafe boosts customer data efficiency and strategic growth with Velaris

Case Study Velaris streamlines StaySafe's customer data, boosting efficiency and enabling strategic growth

StaySafe, a workplace safety app provider, faced disjointed customer success operations due to information scattered across multiple systems. This lack of a centralized view hindered personalized service and strategic decisions. To address this, StaySafe partnered with Velaris and its modern customer success platform.

Velaris implemented its platform, providing a single-screen interface that centralized all essential customer data. This solution enabled StaySafe’s team to segment accounts and prioritize high-impact tasks, reducing the time CSMs spent on account investigation from 25% of their day. Velaris empowered data-driven decision-making, improved cross-team synergy, and set the foundation for strategic growth through upsell and expansion.

StaySafe

Ross Barfield

Director of Customer Success