Why CSMs were stuck in reactive support.
Pashtek is a system integrator with a growing customer base managed by a dedicated customer success team. As the user base scaled, so did the volume of repetitive onboarding and support questions; consuming CSM capacity that should have been spent on strategic account work.
Every new customer goes through the same learning curve, asking the same questions about setup, workflows, and product features. Without an automated way to handle these questions, CSMs became the default support layer: reactive, high-volume, and unsustainable at scale.
Each CSM was spending 17 hours per week answering repetitive onboarding and support questions. That left less than half their working week for the strategic work that actually drives retention.
- Renewal conversations were getting deprioritised.
- At-risk accounts went unnoticed until it was too late.
- Expansion opportunities were being missed.
- Customer activation suffered because users didn't get timely guidance.
“Our team hated making documentation for workflows. We started using Peazy during UAT and go-live and it dramatically reduced support tickets.”
Sundhar Kasinathan · CEO, Pashtek