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SaaS Growth Playbook: Onboard, Engage, and Retain

Boost Renewals, Unlock Upsell, and Deliver Personalized Incentives.

Connect with us today to see live programs!


Analytics
Gamification
Social sharing
Smart configurations
Integrations

Proud to Deliver 40%+ Engagement Boost and Double-Digit ROI for 300+ Top Brands


Analytics
Gamification
Social sharing
Smart configurations
Integrations
Screenshot of analytics dashboard showing customer engagement insights
Key Features
  • Behavior Tracking
  • Journey Mapping
  • Sentiment Analysis
  • Predictive Modeling
  • A/B Testing
  • Segmentation
Featured Use Cases Powered by
Customer journey map icon

Customer Journey Mapping
Behavioral segmentation target icon

Behavioral Segmentation
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Engagement Scoring
See 25+ Use Cases Request demo

Screenshot of gamified customer engagement features
Key Features
  • Customizable Challenges
  • Adaptive Rewards
  • Social Leaderboards
  • Progress Visualization
  • Milestone Badges
  • Engagement Analytics
Featured Use Cases Powered by
Onboarding challenges rocket icon

Onboarding Challenges
Progress milestones checkered flag icon

Progress Milestones
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Feature Adoption Quests
See 25+ Use Cases Request demo

Screenshot showcasing social sharing and advocacy features
Key Features
  • One-Click Sharing
  • Personalized Invites
  • Incentivized Referrals
  • User-Generated Content
  • Social Proof Widgets
  • Advocacy Analytics
Featured Use Cases Powered by
Achievement sharing icon

Achievement Sharing
Referral programs user plus icon

Referral Programs
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In-App Social Feeds
See 25+ Use Cases Request demo

Illustration showcasing intelligent segmentation and personalized engagement features
Key Features
  • AI-Driven Segmentation
  • Behavioral Targeting
  • Dynamic Rewards
  • Predictive Churn Prevention
  • Automated Workflows
  • Real-Time Insights
Featured Use Cases Powered by
Automatic user clustering diagram icon

Automatic User Clustering
Predictive personalization magic wand icon

Predictive Personalization
Adaptive incentives gift icon

Adaptive Incentives
See 25+ Use Cases Request demo

Illustration showcasing various marketing software integrations
Key Features
  • CRM Sync
  • Social Scheduling
  • Purchase Tracking
  • Behavioral Analytics
  • Email Automation
  • Data Centralization
Featured Use Cases Powered by
CRM data sync icon

CRM Data Sync
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Social Scheduling
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Commerce Tracking
See 25+ Use Cases Request demo

Our Practice Leaders

We offer a unique delivery ownership model through our integrated software and service support that guarantees ROI. We align our pricing with your success, tying it to revenue milestones set in coordination with our practice leadership team. Meet our practice leaders who specialize in the B2B Customer Engagement Program.

Rohit Singh

Director of Customer Engagement

Rohit Singh, based in Vancouver, Canada, brings over 15 years of experience in developing and executing customer engagement strategies within the B2B sector. His expertise in crafting innovative engagement models and understanding industry trends makes him an invaluable asset for the B2B Customer Engagement program.

Brent Jackson

Client Relations Director

Brent Jackson brings more than 20 years of experience in client relations and business development. Based in West Columbia, he has a proven track record of building and maintaining strong client relationships in the B2B space. His ability to understand client needs and align them with business objectives is essential for the success of the B2B Customer Engagement program.

SJ Kim

Communications Director

With over a decade of experience in communications and customer engagement, SJ Kim from Dallas specializes in creating compelling messaging and fostering strong relationships with clients. His skills are crucial for effectively promoting the B2B Customer Engagement program and ensuring clear, impactful communication.

Justin Capozzo

Customer Experience Lead

With a solid background in customer experience from his tenure at organizations like Marriott, Justin Capozzo specializes in enhancing customer satisfaction and loyalty. Based in Apollo Beach, Florida, his insights into customer behavior and experience design are vital for the B2B Customer Engagement program.

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Client Testimonial

"NextBee has been tremendous in putting in place all the variables for us to be successful!”

Mary Veloske Vice President

Highlighted Use Cases

Tailor the Program to Your Custom Needs to Get Best Results

Customer journey map icon
Customer Journey Mapping

Visualize and optimize customer journeys for higher engagement

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Behavioral Segmentation

Create targeted segments based on user actions and attributes

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Engagement Scoring

Assign engagement scores to prioritize outreach and interventions

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Onboarding Challenges

Motivate new users to explore key features and complete setup

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Progress Milestones

Recognize and reward users as they achieve key milestones

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Feature Adoption Quests

Incentivize users to adopt specific features with targeted quests

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Achievement Sharing

Let users share their wins and milestones on social networks

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Referral Programs

Turn users into advocates with social referral campaigns

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In-App Social Feeds

Build community and engagement with in-app social features

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Automatic User Clustering

Dynamically group users based on attributes and behaviors

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Predictive personalization magic wand icon
Predictive Personalization

Tailor experiences based on user's predicted behavior

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Adaptive incentives gift icon
Adaptive Incentives

Optimize offers and rewards based on user preferences

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CRM Data Sync

Unify user profiles by syncing data with your CRM system

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Social Scheduling

Automatically post updates to social networks based on in-app activity

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Commerce Tracking

Connect purchase activity to enrich user profiles and personalization

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Predictive Analytics

Identify at-risk customers and forecast churn probability

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Cohort Analysis

Compare engagement and retention across customer cohorts

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Campaign Measurement

Analyze campaign performance and optimize for higher ROI

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Social Contests

Drive engagement through time-bound social contests and giveaways

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Personalized Challenges

Tailor challenges based on user's attributes, behavior and goals

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Gamified Learning Paths

Make complex workflows fun with step-by-step gamified tutorials

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UGC Contests

Collect user-generated content through social contests

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Social Media Integrations

Make social sharing seamless with native integrations

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Social Proof Widgets

Showcase user activity and achievements across touchpoints

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Churn Risk Scoring

Proactively identify and engage users likely to churn

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Next Best Action

Guide users with data-driven next best action recommendations

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Adaptive UX

Automatically adapt UI based on user's skills and goals

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Bi-directional Sync

Keep data in sync across your engagement stack in real-time

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Workflow Automation

Trigger cross-platform workflows based on user actions and milestones

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Engagement Reporting

Build consolidated engagement reports across touchpoints and channels

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Frequently Asked Questions

Our platform enables you to create personalized engagement experiences that keep customers coming back. By leveraging behavioral analytics and AI-driven segmentation, you can tailor challenges, rewards, and journeys to each user's unique preferences and goals, fostering long-term loyalty and reducing churn.

Absolutely. Our solution is designed to seamlessly integrate with your CRM, marketing automation, support, and analytics tools. This allows you to unify customer data, automate workflows across systems, and gain a holistic view of the customer journey. We offer pre-built connectors and open APIs for easy integration.

Data security and privacy are top priorities for us. Our platform is built on a secure, scalable infrastructure with enterprise-grade security features like encryption, access controls, and real-time monitoring. We are fully compliant with regulations like GDPR, CCPA, and HIPAA, and undergo regular third-party audits.

Our analytics dashboard gives you real-time visibility into key engagement metrics like activation, retention, churn, and LTV. You can track user journeys, compare cohorts, and identify behavioral trends. Predictive models help you proactively intervene with at-risk users. With our platform, you can expect to see a 40%+ boost in engagement and retention.

Our implementation typically takes 4-6 weeks, depending on the complexity of your use case. We assign a dedicated success manager who works closely with your team to define KPIs, map data flows, and configure the platform to your needs. We provide comprehensive training and ongoing support to ensure a smooth rollout and long-term success.

Yes, we recommend starting with a pilot to validate the approach and fine-tune the configuration. We'll work with you to define a pilot group, set up tracking, and launch targeted campaigns. Based on the results, we'll optimize the program and help you develop a phased rollout plan to expand to your full user base.

Our platform supports multiple languages and can be deployed globally. We work with localization partners to ensure that all user-facing content, including challenges, rewards, and notifications, is properly translated and adapted to each market. Our infrastructure is designed to scale seamlessly across regions while maintaining high performance and availability.

We offer a wide range of customization options to align the experience with your brand. From UI themes and layouts to challenge types and reward catalogs, virtually every aspect can be tailored to your needs. Our professional services team can help you design and configure a program that reflects your unique brand identity and user preferences.

We partner with leading rewards providers to offer a wide selection of gift cards, merchandise, and experiences. Our platform handles all aspects of rewards fulfillment, including payment processing, shipping, and customer support. We also offer flexible APIs to integrate with your existing rewards or payments infrastructure if needed.

Our customers typically see a 2-3X return on their investment within the first year. By driving higher engagement, retention, and upsell, our platform can help you boost customer LTV and reduce acquisition costs. We'll work with you to define success metrics and build a business case based on your specific goals and benchmarks.

Ready to Grow Revenue with a Tailored Customer Engagement Program?

Schedule a one-on-one session with our engagement program specialist to discuss your churn reduction strategy.