SaaS Use Cases/Customer SuccessCustomer Success Manager

How many accounts meet our referenceable criteria (NPS above 50, tenure over 12 months, health score above 70) but have not yet been asked to be a reference?

Identifies potential reference customers to build the pipeline of case studies and sales references.

Metrics & KPIs

Referenceable account countunrequested referencesreference pipeline gap

Required Data

NPS scoresaccount tenurehealth scoresreference status

Data Sources

Customer Success PlatformCRM

Works with tools like

GainsightChurnZeroTotangoVitallyCatalystSalesforceHubSpotPipedriveCloseCopper

How Bruin answers this

Bruin

Bruin AI Data Analyst

How many accounts meet our referenceable criteria (NPS above 50, tenure over 12 months, health score above 70) but have not yet been asked to be a reference?

Bruin connects to your Customer Success Platform, CRM and runs the analysis automatically.

It tracks Referenceable account count, unrequested references, reference pipeline gap and delivers the answer in seconds, in Slack, Discord, Teams, Google Chat, WhatsApp, Telegram, email, or your browser.

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Use cases across every team in your SaaS company, from churn & retention to revenue operations, product analytics to engineering. One AI that speaks your data.

C-Level/ExecutiveCustomer Success ManagerData AnalystDevOps EngineerEngineering ManagerFinance/FP&A AnalystGrowth ManagerMarketing ManagerProduct ManagerRevenue Operations ManagerSales Operations ManagerSupport Manager

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