Navigate the Real World of Customer Success

We help businesses build a stronger Customer Success Management Function



Our customers trust us to advise, coach and educate their teams when they need to reduce churn, increase adoption and drive more renewals


Whether you are just launching your Customer Success program or looking to optimize your KPIs, we have been where you are at and can help you navigate to reach greater heights of success. Building a high-impact, cost efficient Customer Success program is a big challenge, let us put our hard-won expertise to work for you so that you can avoid making the mistakes that can cost you support and buy-in from your leadership.
No matter where you are at in your journey, we can help with real world use cases and case study exchanges, workshops and consulting.


We provide remote and onsite services to help you increase efficiency of your program.


We ONLY offer highly customized workshops and coaching to your staff based on our proprietary needs assessment conducted prior to the engagement.

Sales/Marketing Help

We work with you to assess how your tool or service can be introduced to prospects and leads for best product market fit.

By the Numbers


Years of Experience




Clients Managed


Intl. Partners



Designing a New QBR Framework for Major European App Vendor

InfoIvy was invited to work with a leading app vendor in the UK to study their Quarterly Business Review process and to optimize it for their client base. Based on customer sentiment surveys and direct customer feedback it had become apparent to the vendor that their QBR process was not working and that their QBRs were not meeting the needs of the customers. They wanted to completely revamp the process, the presentation and post QBR activities. 


InfoIvy worked with the management and CSMs and did a deep dive to identify the gaps and blind spots. As part of the commissioned findings and recommendations report, InfoIvy presented ways to address each of the identified gaps. 


Vendor put in place a new and updated framework based on the InfoIvy report and have since noticed an appreciable improvement in how their customers now perceive the QBRs as well as NPS scores.



"Shankar provides awesome service to both clients and coaching students."

Carol A.
June, 2021



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