Marketing Software


San Francisco | United States


The Customer Success team wanted a better way to gauge the health of their accounts.


AdStage can now:

  • Engage slow-adopters
  • Identify power users
  • Spot potential advocates
AdStage connects marketers to their ad data across paid search, web analytics, and conversions to gain complete insight into the performance of ad campaigns.

“We help marketers unleash the power of data so they can make decisions that drive business growth,” says Margo Cleveland, Head of Customer Success at AdStage.

These days, the Customer Success team has a good understanding of when customers need more attention, which customers are fully engaged, and how to spot potential advocates.

But it wasn’t always this way.

“Before Freshdesk Customer Success, we couldn’t quickly tell which products our customers were using, or how much time they were spending in our platform. As a result, we didn’t always know where to focus our time.”

The team knew they couldn’t rely on guesses when it came to customer health. They needed easy access to customer engagement metrics, interactions, and important lifecycle events.

AdStage began to look for a tool that was built to meet the needs of a data-driven Customer Success team. They wanted something that allowed their CSMs to drive the inputs and outputs, and ultimately help them put their customers at the forefront of decisions across the company.

“We use a lot of different tools across our sales, marketing, and product teams. But we didn’t have anything solely for our Customer Success managers. Freshdesk Customer Success is that missing piece.”

Using Freshdesk Customer Success, the Customer Success team can track how customers engage with AdStage’s software platform, including what features they use, where they spend their time, and many other KPIs. This helps the team quickly identify power users or re-engage slow adopters.

“Freshdesk Customer Success lets us understand when customers need a bit of coaxing, when they are using our product well, and when we should explore advocacy opportunities.”

The AdStage team also uses automated alerts to help busy CSMs stay proactive. Freshdesk Customer Success automatically triggers notifications when an AdStage customer matches certain rules or conditions.

Some of AdStage’s alerts focus on customer activity, changes in health score, or a combination of different metrics to identify potential advocates. Corresponding alert playbooks provide next steps and best-practices that help CSMs take action and ensure a consistent customer experience across the team.

“Freshdesk Customer Success helps us identify potential issues early, which lets our team be more proactive.”

Thanks to Freshdesk Customer Success integrations, the CSM team stays in sync with customer interactions that take place across different apps and communication channels. For example, Freshdesk Customer Success centralizes customer emails, as well as other interactions like chats, meeting notes, and Google Calendar events.

In addition, Freshdesk Customer Success helps AdStage manage, track, and analyze common workflows amongst the Customer Success team, such as new customer onboarding and renewals. Each workflow consists of multiple milestones with subtasks to help CSMs guide customers in a consistent, repeatable way.

Structured workflows allow Margo and the team to nail down their processes and make more informed decisions about what’s working – and what’s not.

“In the past, we couldn’t easily tell where we needed to tighten up our processes, change things up, or how to coach the team through a particular situation. With Freshdesk Customer Success, that’s all become much easier.”

About AdStage

AdStage empowers marketers to optimize advertising campaigns at scale. Products include reporting, automation, and optimization tools that connect cross-network ad performance data with web analytics and sales conversions.