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Proactive Customer

Success, Powered

by Predictive Signals

Rupert, the CS AI Agent, keeps CSMs ahead of retention risks and expansion opportunities for each of their accounts. Capitalize on accurate, predictive signals that trigger workflows for the next-best action, at the perfect time.

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Powering proactive CS teams at leading SaaS companies

PROBLEM

Traditional customer success tools leave you flying blind.

Let's fix that.

OLD WAY

Reactive and relying on guesswork

THE RUPERT WAY

Real-time signals and proactive action

Health scores are lagging, too high level, and hard to trust.

Periodic check-ins (QBRs) are too few and far between and require extracting insights from accounts to be helpful.

Without the right guidance for what action they should take, CSMs are taking suboptimal actions, at the wrong time, based on gut feel.

Accounts slip away, and expansion opportunities go unnoticed.

Perfectly timed proactivity requires accurate, granular predictions, delivered in real time.

Predictive signals for developing churn risks and upsell opportunities, based on objective data, catered with detailed context that uncovers the root cause of the situation.

Proactive actions that are statistically correlated with situation-specific success, triggered and automated at the optimal time, ensuring activation, retention, and expansion.

Rupert helps retain more accounts and increase NRR at scale–with less effort and headcount.

IMPACT

Why

Rupert?

Improve Gross retention by

16%

within

45 Days

2.9x

more Upsell Opportunities

with

1.6x

improved conversion

32%

increase in Account

Coverage per CSM

while boosting
NRR by

34%

HOW IT WORKS

AI-powered proactivity

in 5 simple steps

Rupert creates your unique knowledge graph in minutes

Rupert autonomously learns your features, usage and behavior, personas, pricing, and what users say about you online, building your organization’s unique foundation for uncovering what drives your success, powering smarter predictions and impactful actions.

Know the accounts that need you now—
with 10x more precision

Instantly get a snapshot of your top accounts at risk of churn or ripe for an upsell that need urgent attention, deduced from statistical analysis of user behavior, sentiment, and structural changes.

Scroll through the most accurate signals and corresponding workflows for next-best actions to subscribe to for your CSMs to stay ahead and intervene when it matters most.

CSMs get real-time, predictive signals

Covering 10s to 1000s of accounts, your CSMs can’t be on top of every significant situation with your accounts. That’s no longer a problem. Over a Slack message or email, in your CSP or CRM, Rupert delivers personalized, context-rich signals directly to your CSMs for each account that they cover.

Act with confidence, scale with automation

Rupert maps the perfect next step for each account for each situation at hand, whether it’s an email, in-product prompt, meeting request, or even an internal task like opening an opportunity. Mapped actions are based on the situation’s context, historical performance of such actions, and industry best practices.

Integrated with your CRM, CSP, and engagement tools, Rupert lets you trigger and automate workflows when it makes sense or keep your CSMs in the loop.

Rupert continuously learns and optimizes workflows

By tracking engagement and outcomes across your live workflows, Rupert refines your predictive signals to ensure precision, recommending adjustments for the next-best action to maximize outcomes, so you’re always set up to win.

INTEGRATIONS

Connect your tech stack

for a 360° view

Rupert works with your tools, as is. Easily connect your data warehouse to start analyzing and monitoring accounts instantly, and plug in your CSP, CRM, and engagement tools to push the signals to where your CSMs are and to automate actions where you currently take them.

No complex setup or customization required–pure magic in a few clicks.

Questions about if we support your tech stack?

Snowflake

Looker

BigQuery

Redshift

Athena

Postgres

Intercom

Braze

CSPs

Salesforce

Outreach

TESTIMONIALS

What people

are saying about us

Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize.

We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table.

We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs.

We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency.

Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead.

I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand.

Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize.

We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table.

We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs.

We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency.

Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead.

I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand.

Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize.

We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table.

We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs.

We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency.

Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead.

I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand.

Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize.

We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table.

We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs.

We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency.

Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead.

I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand.

Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer