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CONTACT US: Email us here or call 408-673-2211

About Us

Nice to Meet You!

Waypoint Group is a collaborative, seasoned consultancy in the Bay Area that thrives on partnership. After decades of working alongside business-to-business (B2B) companies to help them understand customer needs and prioritize action, we created TopBox to further create a sustainable customer-centric culture where insights are shared across the organization easily.

We also literally wrote the book on B2B Customer Success, called Failure Sucks! We combined our best practices and what-NOT-to-do’s all in one book for CX professionals to either begin a program from scratch or hone their current processes the right way. Not only do we include case examples for context, but the book also provides resources such as communication templates, reporting samples, organizational tools and other real-time assets to put the concepts to work immediately.

We were also honored with the CXPA’s Vendor Excellence Award and are a certified Net Promoter Loyalty Partner.

Through both consulting and SaaS, we help B2B teams act on customer feedback and increase the rate of profitable sales growth by linking insights to financials. Learn more about us and our team below!

 

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Meet the Team

Our dedicated team works together day-in and day-out to
bring our clients the most productive solutions for a customer-centric world.

What our clients say about us

  • "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
  • "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
  • “The experience and tools gave us a great start on our Net Promoter program.”
    Roger Erickson, Vice President, Global Cusomer SuccessDocuSign
  • “[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
  • “…very effective in creating better relationships and exposing problems that our customers are experiencing, but not necessarily talking about.”
    Kurt Wolfgang, CEOVelocity Networks
  • “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