About Rule
Rule, established in 2007, specializes in marketing automation, and offers a digital communication SaaS platform that focuses on data-driven communication via Email and SMS. The company is based in Stockholm, Sweden. Rule's platform is noted for its innovative CRM tool and supports multiple languages.
FIRST STEP:
Customer Success Background
- Around 800 customers
- Business model highly dependent on scaling each customer with a lot of revenue to gain from activating customers more with certain features.
- High-growth companies will benefit the most from Rule's services. The key is to identify them and help them become more active.
- Higher ARR on customers that have stayed more than 3 years.
SECOND STEP:
Challenges:
- Not enough time to analyse customers to determine what customers to focus on.
- Not enough time to contact every customer.
- Hard to make data-driven decisions.
- Not being able to properly communicate CS team performance internally.
Philip Simon, Head of CS, Rule.
"The worst thing you can do in Customer Success is to rely on feelings without data. We wanted a way to make decisions that we could stand by and commit to long term. They needed to be backed by data."
STEP 3:
The fix:
- Identifying high-growth companies early and take action to activate them more in the platform.
- Customer list in Startdeliver that measures usage over several key features.
- Extracting lists of customers underusing certain features and target them with personal reach-out and specific marketing campaigns.
- General usage determining customer health, and identifying churn risks early.
- Key Stakeholder inactivity also a great way of discovering risk customers.