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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

  • “[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
  • "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
  • “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
  • 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