Software Vendors   |   Use Case   |  SaaS Portfolios

Help your portfolio scale faster—with higher adoption and lower churn

BrainStorm helps your portfolio companies accelerate onboarding, increase usage, and improve customer retention—delivering measurable gains in ARR and customer LTV across the board.

Book a demoTry for free

  • Award_POTYA
  • Award_Outside
  • Award_Fortune
  • Award_Stevies
  • Award_CLN

Adoption is the first step to a resilient, high-performing portfolio

Adoption fuels the metrics that matter most—including retention, expansion, and lifetime value. Without it, even great software can fall flat. BrainStorm helps your portfolio companies scale adoption with turnkey training and engagement that drives real, lasting usage.

GIF Test
Accelerate portfolio-wide growth

Adoption is the engine behind renewals and expansion. BrainStorm ensures your companies drive product usage, reduce churn, and realize revenue faster.

GIF Test
Increase retention & net revenue expansion

Companies that nail product adoption outperform on NRR. BrainStorm helps your portfolio companies build the habits that lead to stickier usage, upsell, and advocacy.

GIF Test
De-risk product investments

SaaS feature velocity is high—but feature adoption is low. BrainStorm ensures your companies' product innovation reaches and activates the end user.

GIF Test
Reduce support costs & improve CS efficiency

Better trained customers mean fewer tickets. BrainStorm shifts CS from reactive support to proactive success—at scale.

GIF Test
Fast implementation, low overhead

BrainStorm is built for fast rollout and minimal lift. Your portfolio companies can take customers to go-live quickly and help them see ROI in weeks, not months.

GIF Test
Data you can track across the portfolio

Benchmark product engagement, training completion, and activation rates across companies. BrainStorm gives you measurable insight into customer health portfolio-wide.

fishbowl-logo

"By implementing BrainStorm, we've slashed our go-live timeline by an impressive 100 days and bolstered logo retention by 14 points. Undoubtedly, this initiative stands as a cornerstone of our revenue expansion narrative."

Peter OsbergPeter Osberg
CEO, Fishbowl

Read the case study →

One platform to scale adoption across your entire portfolio

Whether your portfolio companies are onboarding new customers or helping users adopt critical features, BrainStorm accelerates time-to-value and drives measurable impact—at scale.

Pie Chart

Communications

Learning

Analytics

  Your portfolio companies build high-quality user engagement sequences; their customers just hit "send."

  Empower your portfolio companies to assemble, distribute, and measure dynamic customer training content.

  Connect customer usage, training and engagement data to get a clearer-than-ever picture of what's driving success.

From first use to long-term value—BrainStorm automates critical adoption milestones

  • Adaptive workflows
  • Triggers and branching
  • Events
  • Communications
Web application displaying BrainStorm platform custom client onboarding flows and training content search menu.

Adaptive workflows

Each of your portfolio companies can quickly turn existing training content into dynamic, scalable training worklows—complete with videos, automated email cadences, live events, and surveys—to improve client ramp-up and drive long-term retention.

Learn more →

Who uses it?

Web application displaying branches of a client onboarding flow. Notifications and conditions enabled.

Triggers and branching

With behavior-based triggers and intelligent branching, each of your portfolio companies can automate and personalize every step of the customer journey—from onboarding through long-term product adoption. As clients take actions or meet milestones, the experience adapts in real time to keep them engaged and progressing.

Learn more →

Who uses it?

Event thumbnail with event details below and a calendar with a selected day for the training event.

Events

Each portfolio company can streamline onboarding and enablement by transforming manual meetings into polished, scalable events—delivering essential information to every new client or partner with consistency and impact.

Learn more →

Who uses it?

Web application displaying BrainStorm platform's communications page with a large paper airplaine send button

Communications

Each of your portfolio companies can layer pre-scheduled emails into their onboarding and training Flows to keep customers engaged at every step. With inactivity triggers, they can automatically prompt clients to re-engage and move forward—ensuring no one falls through the cracks.

Learn more →

Who uses it?

See our impact by the numbers

Fishbowl (a leading ERP solution) transformed its customer onboarding process with BrainStorm. As a result, Fishbowl was able to:

%

Onboard 57% of customers without human intervention

-%

Reduce implementation support calls by 51%

+%

Increase logo retention by 14 points

-

Shorten customer onboarding by 100 days

  • Adobe
  • Fishbowl
  • Quickbase
  • Techsmith

Build a resilient portfolio when you automate adoption.

Accelerate onboarding, activate users, and drive adoption of new features—all with the next wave of the product academy.

By submitting this form, you are agreeing to BrainStorm, Inc.’s privacy policy.