David Ellin, Revenue Architect at Winning by Design, presents a 5-level AI maturity model and emphasises using AI for high-value, time-saving workflows. Julia Prause, VP of CS at Nutrient, shares how FunnelStory’s AI (Renari) boosted onboarding efficiency by 30% and CS productivity by 40%. Even with limited usage data, their team could identify expansion opportunities earlier and engage more effectively.
Veronica Go, VP of Customer Success at DuploCloud shares how they used FunnelStory to reduce price churn by 20%, boost post-sales productivity, and project $170K–$340K in annual savings. The platform unified fragmented data into an autonomous knowledge graph, helping eliminate surprise churn and enabling smarter renewal strategies.
Cathy Grim, VP of CS at Halcyon, shares how FunnelStory's agentic AI helped them double their customer base with just one added headcount. The platform delivered proactive insights 3–6 months ahead, reduced surprise churn by 80%, and improved their CSM-to-customer ratio from 65 to 100+. This shift enabled Halcyon to hit aggressive gross and net revenue targets through faster onboarding and deeper feature adoption.
Sandra Bustos, Ex-Customer Success Head at Dusty Robotics, outlines how traditional health scores miss key signals. FunnelStory’s AI replaces subjective scoring and outdated playbooks with real-time, unified insights from both structured and unstructured data.