How Statisfy Helped Cerby Reclaim Hours Weekly and Drive a 30% Expansion Booking Target
Cerby eliminated manual reporting, replaced legacy CS tools, and unlocked AI-driven visibility across their entire customer base.
30%
expansion booking target
4x
faster account health reviews
100%
of meetings auto-summarized in Slack
Statisfy has been pivotal in helping our post-sales team identify and act on expansion signals to hit our NDR goals — and flag customers who are a churn risk. It's closing feedback loops and creating connections that wouldn't happen otherwise.
Belsasar Lepe
CEO, Cerby
About
Identity Automation for Disconnected Applications
Cerby is an Identity Automation company, purpose-built to secure disconnected applications that fall outside traditional identity security tools. As a fast-growing Series B company, Cerby needed a way to unify customer data across a complex tech stack and drive proactive engagement.
Cerby's "land-and-expand" motion requires deep visibility into customer health and expansion signals. With data sprawled across Salesforce, Slack, Unthread, and manual Google Sheets, their CS team was spending hours each week on administrative work instead of driving customer outcomes.
Challenge
Manual Processes Were Costing Hours and Hiding Risk
Before Statisfy, Cerby's CS team was buried in spreadsheets — manually exporting data from JIRA, Salesforce, and product metrics into Google Sheets just to calculate health scores. Information loops were "costly," requiring manual outreach just to surface basic customer context.
- Health scores were manual and static. The team spent hours weekly maintaining spreadsheets with complex VLOOKUPs to calculate customer health — "a lot of manual work and very static."
- Customer data was siloed across systems. Data was sprawled across Salesforce, Slack, Unthread, and Google Sheets — with no single source of truth. Finding basic customer context required costly manual querying.
- Leadership had no real-time visibility. Executives had to manually query CSMs or dig through multiple systems to understand the status of key accounts — making proactive risk management impossible.
Solution
Statisfy as the Tip of the Spear for CS Operations
Cerby chose Statisfy for its superior automation capabilities and direct integration with their existing tech stack. Their previous process of leveraging their CRM for Customer Health was not working. Statisfy turned a "seesaw" of manual health scoring into a reliable, AI-driven system — serving as the operational backbone for their entire post-sales motion.
AI-Based Health Modeling
AI automatically tracks sentiment and health trends across all interactions — replacing manual spreadsheets with real-time scoring.
Single Source of Truth
Connects Salesforce, product usage, and every customer conversation into one unified view — no manual exports, no spreadsheets, no guesswork.
Real-time Leadership Visibility
Delivers meeting summaries and sentiment signals into a dedicated Slack channel so leadership can act on at-risk accounts without manual querying.
Impact
From Manual Spreadsheets to a Proactive, Data-Driven CS Engine
30%
Expansion booking target — Statisfy's visibility into expansion signals enables Cerby's CS team to proactively drive 30% of bookings from existing customers.
4x
Faster account health reviews — AI-based health modeling replaced hours of manual weekly spreadsheet updates, letting the team focus on high-value customer activities.
100%
Meetings auto-summarized in Slack — Meeting summaries and sentiment analysis flow directly into a dedicated Slack channel, giving leadership real-time visibility without manual querying.
From the Team
"Statisfy is a very feature-rich experience with a highly responsive team. It helps us calculate and show the value we deliver to our own customers, moving away from manual calculations to automated value articulation."
Matt McCawley
Head of Customer Experience, Cerby
"Statisfy consolidates everything I need across all my accounts — health scores, upcoming renewals, AI-generated call summaries, and auto-created follow-up tasks — all in one dashboard. It makes our day-to-day work significantly more efficient."
Azul I
Customer Success Manager, Cerby
Ready to eliminate manual reporting and unlock proactive CS?
See how Statisfy's AI agents automate health scoring, surface expansion signals, and give your team back hours every week.