Customer Success
QBR Pack Builder
Assemble exec-ready QBR decks with usage trends, ticket insights, and outcomes. Approve in Slack, export to Google Drive, and write outcomes back to Salesforce.
Signals
Salesforce, Zendesk, Google Drive
Outputs
QBR deck, Account summary, Action items
Cadence
Quarterly + monthly
01. Aggregate
Pull usage and support
Ingest product usage, renewals, and ticket themes; propose goals and risks with evidence.
02. Compose
Draft the QBR deck
Build a branded deck with wins, risks, and next steps. Attach case studies and benchmarks.
03. Approve
Review in Slack
Route to the CSM and manager for quick edits and approvals without leaving Slack.
04. Publish
Export and sync
Export to Google Drive and write back outcomes and tasks to Salesforce after the review.
Integrated systems
Runs on your CS + analytics stack.
Value delivered
QBRs that drive renewals, not just reviews.
- Compelling narrative: customer wins and risks grounded in usage and support data.
- Exec-ready: exports cleanly with brand and citations.
- Follow-through: action items sync to Salesforce tasks and opps.
- Operational clarity: approvals and cycle times tracked for your team.
Customer proof
“Our CSMs finally have QBRs that execs care about—no more last-minute scramble.”
Director of CS
Next steps
Ship your next QBR pack with Tribble.
We’ll connect Salesforce, Zendesk, and Google Drive, align templates, and pilot with your top accounts.