About CS Toolkit

In 2022, our journey began with a challenge: integrating a customer success platform with Salesforce. Despite the advanced tools at our disposal, our teams still found themselves navigating through Salesforce, leading to disjointed workflows and data sources.

This sparked a realization that the issue wasn't the tools themselves but the complexity arising from using multiple systems. CS Toolkit was conceived as a way to unify customer success processes on top of Salesforce, leveraging its extensive capabilities to streamline operations.

Today, CS Toolkit stands as a testament to what can be achieved with a vision to simplify and enhance customer success workflows. As we expand to platforms like HubSpot, our commitment remains the same: to empower customer success teams with efficient, integrated solutions.