Resources

Learn from teams like yours

Case studies, guides, and webinars from CS teams who have transformed their operations with IntegrateWise.

Case Studies

Real results from real teams

B2B SaaS
Salesforce + Notion
12 weeks

Series B SaaS Reduces Churn 18% with Health Scoring

A Series B SaaS company with 200 accounts was losing customers without early warning. We deployed SuccessPilot for health scoring and VaultGuard for compliance.

-18%
Churn Reduction
32 min/day
Time Saved
$280K
Revenue Retained
99.96%
Uptime

Key Interventions

Automated health score calculation from usage + engagement + sentiment
Risk alerts triggered Slack notifications 30+ days before renewal
Token rotation compliance increased from 60% to 100%
QBR decks generated automatically from health data
Agents used:
SuccessPilot
VaultGuard

Investment

Assessment
$10,000
Implementation
$55,000
Ongoing
$12,000/mo (Silver)
Technology
Dynamics + Zendesk + Amplitude
10 weeks

Mid-Market Tech Saves $470K with Unified Data

A technology company struggled with data spread across Dynamics, Zendesk, and Amplitude. We unified their customer data and deployed playbook automation.

-22%
Churn Reduction
41 min/day
Time Saved
$470K
Revenue Impact
-26%
Schema Incidents

Key Interventions

Normalized data from 3 sources into Atlas Spine
Schema drift detection prevented 12 potential incidents
Automated playbooks via Asana for at-risk accounts
Unified renewals board replaced 4 separate trackers
Agents used:
DataSentinel
ChurnShield

Investment

Assessment
$7,500
Implementation
$45,000
Ongoing
$8,500/mo (Gold)
Guides

Deep dives on CS operations

Guide
15 min read

The Complete Guide to Customer Health Scoring

Learn how to build a weighted health score model that actually predicts churn.

Read Guide
Guide
12 min read

Playbook Automation: From Reactive to Proactive CS

How to automate intervention playbooks without losing the human touch.

Read Guide
Guide
10 min read

Data Governance for CS Teams

Why your CS data is probably inaccurate and how to fix it.

Read Guide
Webinars

Watch and learn

On-demand
45 min

Normalize Once, Display Anywhere

Live demo of how IntegrateWise unifies data across CRM, support, and analytics tools.

Watch Now
On-demand
60 min

AI Agents for Customer Success

Deep dive into our 7 agents and how they automate health scoring, churn prevention, and compliance.

Watch Now

Ready to become the next case study?

Book a demo to see how IntegrateWise can deliver similar results for your team.