Automate QBRs and Deliver Insights That Drive Customer Success
Empower Customer Success with AI-Driven Insights
Try Scoop FreeQuarterly Business Reviews (QBRs) are critical for aligning with stakeholders and planning ahead—but building them shouldn’t feel like a full-time job. Scoop automates QBRs with AI-powered presentations, live data, and collaboration tools, freeing you to focus on delivering impactful insights.
Why Manual Reporting Isn’t Enough
Traditional Customer Success reporting often leaves teams stuck in reactive mode. Key pain points include:
- Scattered Data Sources: Wasting time pulling metrics from multiple tools
- Lagging Insights: Metrics become outdated before they’re shared
- Resource-Heavy Decks: Hours spent crafting presentations for limited clients
- Missed Signals: Overwhelmed teams can’t spot engagement risks or upsell opportunities early
These challenges make it difficult to scale success efforts, maintain consistency, and strengthen customer relationships.
How Scoop Delivers Smarter, Scalable Reporting
Scoop empowers Customer Success teams with more than just automation—it provides the tools to deliver proactive insights, build stronger relationships, and drive growth.
Generate Your First Report- Proactive Monitoring: Track customer health metrics and engagement to reduce churn
- Actionable Insights: Deliver meaningful data visualizations that tell a compelling story
- AI-Powered Presentations: Create impactful, ready-to-present decks in seconds
- Scalable Reporting: Extend QBR-level service to all clients, not just the top tier
- Growth Enablement: Highlight upsell and cross-sell opportunities with live, trusted data
Deliver Customer Success in Four Simple Steps
Generate Your First Report
Scoop Features Built for Engagement
Scoop empowers teams to move beyond basic reporting, offering tools to identify risks, opportunities, and impactful strategies.
.jpg)
- Proactive Health Tracking: Monitor customer metrics to intervene before risks escalate
- Insight-Driven Updates: Deliver updates that highlight impactful trends and next steps
- Growth Opportunity Spotting: Surface upsell potential and areas to deepen value
- Business Impact Highlighting: Clearly showcase how your solution aligns with client goals
- Seamless Collaboration: Share insights in real-time and keep teams aligned with live data
With Scoop, Customer Success teams are empowered to not just react to data but to lead with insights that build stronger relationships and drive growth.
Who Benefits from Scoop’s Customer Success Platform
Try Scoop Free
Account Executives
Drive renewals, upsells, and cross-sells by presenting impactful data that highlights customer value.
Customer Success Teams
Strengthen relationships by monitoring customer health, showcasing ROI, and uncovering growth opportunities with actionable insights.
Operations Teams
Simplify workflows, automate data aggregation, and ensure alignment with consistent, reliable metrics.
Trusted by Teams Like Yours
Generate Your First Report
Frequently Asked Questions
Nope. Unlike other data platforms, there is zero technical setup. Every feature in Scoop is designed for users who don’t have a technical background so you’ll never run into things you can’t do.
Scoop does not require you to have a data warehouse. Data warehouses are a tool used by IT to store raw data. Scoop, by contrast, operates on consumer-readable reports. Scoop “understands” your reports and creates its own behind-the-scenes columnar data store where data inferred from your reports is stored securely. However, that data store is entirely managed by Scoop and does not require maintenance or interaction by your IT department.
Absolutely. You can upload any spreadsheet and join it together with other data you’ve brought into Scoop.
Never. Unlike other analytics tools, Scoop is designed entirely for business users without a technical skill set. All it takes to use Scoop are some basic spreadsheet skills.
Scoop’s revolutionary data scoop process is the first of its kind. Unlike traditional data platforms, you will not need data extraction, transformation, or loading tools (ETL) to move your data into Scoop. Instead, Scoop fetches your data directly using the operational reports you are already familiar with, pulling them directly from your applications like Salesforce or NetSuite, snapshotting them, and stacking them over time to create a time series dataset that is ready for analysis and presentation without any additional technical overhead .
No need to replace them (unless you want to). Chances are, you’re unable to carry out all the day-to-day tasks that you need in your existing analytics / BI tools. You probably find yourself frequently exporting data into spreadsheets, just to be able to work with it. Scoop lets you do all your spreadsheet exploration within our platform using data that stays up-to-date. No more rebuilding the same spreadsheets over and over or wondering if the data they show is correct.
No problem. Just reach out to our support team and we’ll immediately wipe out
That's great! If you already have a data warehouse, Scoop has a connector to grab data straight from there. Scoop can also blend data from different systems with your data from the data warehouse. We're always happy to hop on a call and determine the best ways to get the data for your use case.