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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

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