Keep Clients. Grow Revenue.

Customer Success solutions to track health scores, automate proactive playbooks, and drive expansion and customer outcomes

Talk to us about Customer Success in Zoho →

Monitor Health

Use multi-dimensional health scores across sentiment, usage, and support to understand account risk.

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Automate Playbooks

Trigger onboarding, renewal, and escalation workflows based on key lifecycle moments.

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Drive Outcomes

Align your CSM team around KPIs like product adoption, satisfaction, and retention.

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Why Customer Success is Your Growth Engine

A scalable customer success system drives retention and growth by focusing on outcomes—not just activity.

Common Challenges Our Revenue Operations Solution Solves

No Standard Health Score

Each CSM defines risk differently, making it hard to act or report consistently.

We unify product, support, and engagement signals into a standardized health score model.

Reactive Account Management

CSMs often scramble to address problems only after it’s too late.

We automate alerts and actions for early warning signals so your team can stay ahead of churn.

Inconsistent Lifecycle Playbooks

Onboarding, renewals, and success planning vary by CSM, leading to inconsistent outcomes.

We build standardized playbooks with triggers and task automation tailored to your processes.

Manual Success Tracking

Tracking onboarding progress, sentiment trends, or escalations is often done in spreadsheets.

We centralize CS tracking in Zoho CRM and automate milestone tracking through dashboards.

Lack of Executive Visibility

Success metrics aren’t visible to leadership, making it hard to allocate resources or see ROI.

We deliver executive-ready reports that show CS impact on retention, churn, and growth.

What You Get with Gloo’s Customer Success System

  • Standardized health score model
  • Proactive lifecycle playbooks
  • Centralized CS dashboards
  • Embedded alerts and automation
  • CSM accountability and leadership visibility
Let’s Build Your Success Engine →