Customer Success Story

We’ve set ourselves up for significant scale to provide the branded experience our customers are requesting.

Industry: High Tech (Real Estate)

Products: Sales Cloud

HqO is a tenant experience platform that helps commercial landlords create exceptional and seamless experiences for tenants.

 The Challenge

  • HqO was using ChurnZero (Customer Success Platform) to track customer insights and create a customer scorecard

  • HqO was experiencing multiple calculation and synchronization issues:

    • Health score updates ran as a nightly batch (instead of real-time) which significantly limited their value. Furthermore, those updates required two hours of “babysitting” each week to fix errors. 

    • Customer Success Managers were unable to see how their efforts were impacting customer success in a timely manner

    • Leadership didn’t have visibility needed to affect improved customer health scores


The Solution

  • Eliminated the need for ChurnZero by building the same capabilities in Salesforce

  • Created roll-up reporting (from individual buildings to the landlord) that gave a full view of the business

  • Provided a user-friendly dashboard for Customer Success Managers to understand risk


Benefits

  • The one time implementation cost to replace ChurnZero was $7K less than their single year subscription cost.

  • Management and Customer Success Managers gained real-time visibility into the impacts of their customer sat efforts, allowing them to be much more reactive to customer needs.

  • Eliminated 2 hrs per week that was previously spent on data integrity troubleshooting

“Overall this was very well done. I've already generated better insights than I ever was from ChurnZero.”

–John Bosch | Director of Customer Success and Platform Operations

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