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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!




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

  • "The TopBox team is a pleasure to work with and strives to understand the needs of their clients while consulting on best practices. I highly recommend TopBox as not only a fantastic feedback solution but a wonderful partner as well.”
    Kimberly Graham, Program Manager, Customer SuccessIntacct
  • “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
  • “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
  • “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
  • "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
  • “Being able to automate our measurement process with clear action items for our account teams has been phenomenal. Now we know key drivers for success and which specific points of contact to approach. TopBox has certainly alleviated the pain of acting on feedback data.”
    Derek Taylor, VP of Client ServicesIntacct