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CONTACT US: or 408-673-2211


“B2B customers expect more than service, they expect you to help them be successful.”

–Steve Bernstein, Founder, Waypoint Group

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What We Do

Cartoon for success mission on websiteOur Mission is Simple: To help you grow cost effectively.

We have 20+ years of experience delivering best practices for B2B CX measurement that link to financial growth. Align customer success with business objectives and watch your customer feedback data work for you.

As a Net Promoter Loyalty Partner, we have pioneered the business-to-business (B2B) customer experience industry, helping organizations ranging from 250 to 55,000 employees to:

  • Increase revenues by as much as 43% over 24 months
  • Reduce operational costs by as much as 22% over 12 months
  • Retain front-line employees through better execution, reducing turnover expenses

Achieve measurable ROI within weeks of implementing our own SaaS tool: TopBox.

Upload your current data (for FREE!) and see what insights you’ve been missing. 

New Insights This Way

The Buzz on Waypoint & TopBox

  • "The data we got initially from the pilot survey really enabled us to pursue a meaningful conversation on how our solutions impact the channel visibility Zyme provides to our customers. We are clearly armed with a much better understanding of our accounts when walking into business reviews.”
    Mike Willwerth, Director of Territory SalesZyme Solutions
  • “TopBox has really helped us to view customer success and feedback at a granular level. These account-based reports have given us a detailed action plan for our CSM’s to help each individual customer achieve their goals.”
    David Lieberman, Vice President of Customer SuccessDemandbase
  • “[We were] implementing new programs, roles and tools at the same time. The level of collaboration, patience and support were extremely helpful. I have no complaints and would highly recommend Waypoint Group.”
    Stephanie Sills, Director Customer SuccessZyme Solutions
  • "We're extremely impressed by the Waypoint Group's expertise and thought leadership in operational CEM programs for B2B companies.  Their expert consulting clearly drives measurable impact for their customers.”
    Dale Weideman, Director of B2B Customer Solutions Medallia
  • "You helped bring clarity to the VoC topic, and introduced us to a new way of looking at customer feedback. I'm truly grateful for having had the opportunity to work alongside you.  It's been a great partnership!"
    Phil Morin, Vice President, Global Customer ExperienceSAP
  • “…very effective in creating better relationships and exposing problems that our customers are experiencing, but not necessarily talking about.”
    Kurt Wolfgang, CEOVelocity Networks
  • “The experience and tools gave us a great start on our Net Promoter program.”
    Roger Erickson, Vice President, Global Cusomer SuccessDocuSign
  • Waypoint’s partnership and expertise in voice of customer is unparalleled. They really dive deep into the analytics and deliver unique insights for B2B.

    Kevin Lau, Retention Marketing ManagerNetBase
  • “TopBox has given our team great insight to our customer relationships, including where to focus within an account. Linking the analysis with Salesforce is a great way to distribute the information across teams, provide actionable insights, and measure ROI for our customer success program."
    Don Wight, Chief Revenue OfficerDemandbase
  • “We’ve seen tremendous ROI from just 3 months of using TopBox. We can share actionable reports with other departments to truly impact customer success."
    Paul Piazza, VP of Client ServicesHumanity

Case Studies

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Based in the SF Bay Area with worldwide reach and global impact.

Partnering with B2B clients for over 20 years

Can we help you accelerate profitable growth?

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Twitter: @waypointgrpb2b

Phone: 1 (408) 673-2211

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