When Your CSP Goes Away: How to Keep Customer Success Thriving in Salesforce

If you’ve just learned you’re losing your existing Customer Success Platform (CSP), you’re not alone. In today’s volatile technology market, mergers, acquisitions, and strategic shifts often force companies to deprecate or sunset their CSP solutions. Faced with the daunting task of transferring massive volumes of account data into Salesforce, many are worried they’ll lose visibility into post-sale health and lack advanced automation to retain and grow their customer base.

‍But this doesn’t have to be a step backward. Instead, think of it as an opportunity to upgrade your approach to customer success. By adopting Customer Growth Automation (CGA)—the next evolution of post-sale technology—you can transform Salesforce from a basic CRM repository into a robust engine for retention, expansion, and forecasting.

Enter Magnify. Unlike traditional CSPs that focus on static health scores or limited data syncs, Magnify goes further by marrying advanced data analytics, AI-driven forecasting, and automated workflows. This ensures you maintain critical post-sale insights—even if your previous CSP leaves you in the lurch.

1. Retain (and Improve) Visibility
Many CSPs provide color-coded account health or minimal usage data. Magnify, on the other hand, delivers tangible revenue projections inside Salesforce. Instead of simply labeling an account “at risk,” Magnify calculates potential churn in actual dollar terms. That means your Revenue Operations (RevOps) and finance teams can predict shortfalls or expansions—and act on them, often pulling forward revenue and renewals while addressing churn risk months in advance.

2. Scale Your Automation Beyond Email - Providing 1:1 Personalization
Traditional CSPs often limit automation to email campaigns or surface-level tasks. Magnify expands this reach by integrating with multiple platforms (billing, in-app engagement, support tickets, product training and documentation). Magnify orchestrates personalized, multi-channel journeys—email, chat, or SMS—and triggers in-app prompts or knowledge base content at precisely the right moments based on user-level activities and needs. All actions feed back into Salesforce, ensuring a 360° view of customer and account health and engagement.

3. Empower RevOps, CS, and Account Management
Post-sale teams need more than static dashboards. By syncing Magnify’s data into Salesforce, you empower every stakeholder to see real-time usage trends, churn likelihood, expansion potential, and recommended next steps. It’s not just about managing churn; it’s about proactively identifying upsell opportunities and driving strategic conversations that boost Net Dollar Retention.

4. Future-Proof Your Growth
If your CSP is going away now, there’s no guarantee your success and account management team will have the resources to find success in Salesforce. By looking to uplevel with a Customer Growth Automation platform like Magnify you’ll be able to add a new layer of capabilities while retaining much of the data that made your CSP invaluable. The flexible, open architecture of Magnify ensures you retain control of your data, even if other systems come and go. Integrations with tools like Pendo, NetSuite, or Marketo mean you’re never stuck with siloed data—or forced migrations that derail your Customer Success and RevOps strategy.

Ultimately, losing a CSP doesn’t have to jeopardize your ability to retain and grow revenue. With Magnify, you gain advanced automation for post-sale engagement plus predictive forecasting that ties directly into Salesforce. You get to keep your single source of truth—without sacrificing the insights and workflows modern Customer Success teams rely on. When change is inevitable, choose a platform built to handle evolving business needs—and turn potential disruption into the opportunity for more powerful, data-driven growth via automation and AI.