A scalable customer success system drives retention and growth by focusing on outcomes—not just activity.
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.
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.
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.
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.
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.
"The Gloo team’s support and development has been invaluable to help our team get over some of the more complex areas of Zoho."
You don’t need to figure that out on your own. At Gloo, we start with your business goals and processes—then design the right mix of Zoho applications to match. Our approach is solution-first, not software-first.
Not at all. We simplify your system so your team works within a streamlined interface tailored to their role. Most users only need to interact with a few Zoho apps, and we configure everything else to blend with contextual integration.
It depends on complexity, but most projects take 8-12 weeks for initial rollout. We use phased implementations to deliver quick wins while building a foundation that scales.
You can but ask yourself this: Do I have a plan? Do I have a methodology? Do I have the skillset required? Do I have the time required? What if I do not plan or implement it properly - will I be spending more time and money by doing it myself than if I hire Gloo?
Gloo’s team is one of Zoho’s longest standing partners. We’ve won awards from Zoho. We have a stellar reputation with Zoho. We’ve been planning and implementing Zoho implementations since 2010. We’ll do it right the first time. “Measure twice. Gloo once!”