Webinar: Get to 125% ARR Retention FASTER with AI. | CustomerSuccessBox skip to Main Content

Get to 125% ARR Retention FASTER with AI.

  • Thursday, April 22, 2021
  • 9:30 AM Pacific Time

Webinar presented by:

Puneet Kataria

Founder & CEO, CustomerSuccessBox

Antony Lipman

Customer Success & Training Manager, PractiTest

Aaron Thompson

General Partner, SuccessHacker

Register For The Webinar

Why Attend:

Customers are at various stages of life cycle, adoption, maturity, plans and even expectation. Knowing what is the best action plan to drive customer success for each account takes years of experience and understanding. Traditional Customer Success software works on an (now obsolete) rule based engine to generate any early warning signals. Reality is that with hundreds of data points, it is impossible for the human mind to comprehend, analyse, correlate and configure rules for Account health and alerts with accurate thresholds. In a new field where experienced CSM are hard to find. How can Customer Success Technology come to help?

Sheldon(we call our AI) will scan thousands of data points, past user behavior, CSM’s activities and engagement with customers to learn what actions and behaviour leads to retention. It then uses and generates smart recommendations, the next best action for CSM for every account to unlock LTV that is otherwise at Risk. There is more to show & tell. Want to hear the rest of the story? See AI live in action? Join us for the webinar!


  • Learn about the state of Customer Success technology and impact of AI in Customer Success
  • Walkthrough  of Sheldon[AI] and its capabilities
  • Hearing it from the Industry expert- Aaron Thompson
  • Hear from the early adopters of Sheldon[AI]


Puneet Kataria is the Founder & CEO of CustomerSuccessBox and recognized by LinkedIn as a Global Top Voice. In his previous avatar, he was VP at a B2B SaaS company, Kayako, where he inherited more than ten thousand live accounts and was tasked to plug the leaky bucket. Five years later, that translated into an obsession to fix the leak for every B2B SaaS and he started CustomerSuccessBox. In over 16 years of professional experience, he has also held leadership positions at ThoughtWorks, IBM and Telelogic.

Antony Lipman is CustomerSuccess and training manager at Practi Test- a leading end-to-end test management platform ,that provides software testing teams with full visibility of their testing projects. He has been one of the early adopters of Sheldon[AI]. Antony comes with vast experience in Customer Success having worked in iSkoot, Logican Solutions, TipRanks before moving to Practi Test

Aaron Thompson is a General Partner at SuccessHACKER, the leading provider of Customer Success Enablement and Education. He is a connector and educator in the Customer Success domain with over 20 years experience helping enterprises power their growth from the customer asset.

Thanks to The CustomerSuccessAssociation for publicizing this event.

Back To Top