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Case Study: How Whale cut manual CS work by 90% with Custify

Whale Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Whale
Industry
Knowledge & SOP Software
Challenge
CSMs losing full days to repetitive manual work
Headline result
Whale reports a 90% reduction in time spent on manual CS tasks and a doubled global health score with Custify

Key results

90%
Less time on manual CS tasks
reported by Whale
2x
Global health score
doubled

The challenge

At Whale, customer success managers were losing significant time each day to repetitive manual tasks such as sending the same emails, checking metrics, and scheduling meetings. This limited time available for customers and left health scoring inconsistent.

The solution

Whale used Custify to automate recurring CS tasks and email workflows and to standardize health scoring, freeing CSMs from manual work.

Before Custify, I would lose an entire day sending the same email over and over again, checking metrics, and scheduling meetings. Now, my inbox is empty at the end of the day because Custify does everything for me.

SS
Stijn Smet
Team Lead Customer Success, Whale

The results, in context

Whale reports it reduced time spent on manual CS tasks by 90%, doubled its global health score, reduced churn, and stabilized MRR. The figures are quoted from Custify's public customers page and dated to the index date.

Products used

Custify AutomationCustify Customer Health