The platform Customer Success uses to retain clients with gifting

Welcome kits for new clients, renewal gifts, QBR swag — automated, tax invoice included, delivered in 3-5 days.

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Glim is the corporate store Customer Success uses as a retention lever — onboarding kit on day one, renewal package before churn risk, and QBR swag that demonstrates ROI, all with automated invoicing and tracked delivery.

30%

less churn in accounts with structured kits across the client lifecycle

Fonte: RAIN Group, 2024

3-5 days

average delivery time to any state in Brazil

Fonte: Glim, 2026

1 invoice

per vendor, not per shipment — consolidated monthly report

Fonte: Glim, 2026

Customer Success challenges with physical touchpoints

  • Manually sending welcome kits to each new client is slow and inconsistent
  • Renewal outreach without tracking: you don't know if the package arrived
  • No budget control by client tier — SMB, Mid-Market and Enterprise mixed together
  • Multiple vendors with no centralized visibility
  • Manual invoicing for each shipment creates extra work for the finance team
  • No CRM integration: physical touchpoints outside the client service workflow

Your corporate store as an NRR strategy

  • Onboarding kit on day one that accelerates activation and reduces time-to-value
  • Automated renewal kit sent 60 days before contract expiration
  • QBR swag delivered before the meeting — arrives on the client's desk on the right day
  • Expansion kit for new stakeholders identified in the account, triggered via CRM
  • Churn prevention package for accounts with low health score, no manual CS action needed
  • Milestone recognition: 1-year anniversary, goal reached, first order — fully automated

CS use cases with Glim

  • Welcome kit for new clients personalized by plan or contracted tier
  • Renewal gift for 1, 2 and 5 year contract milestones
  • Exclusive swag for QBRs, EBRs and strategic account meetings
  • Product implementation onboarding kit
  • ABM gifting for strategic accounts in expansion
  • Commemorative gifts for VIP clients and internal champions

How Customer Success uses the Glim store to drive retention

  1. Map the critical moments in the client lifecycle

    1 day

    Onboarding, quarterly QBRs, annual renewal, churn risk, and expansion opportunities — each moment has the right kit.

  2. Configure CRM triggers

    1-2 days

    Low health score fires a churn prevention kit. Contract at 60 days fires a renewal kit. New contact identified fires an expansion kit.

  3. Define the kit by touchpoint type

    1 day

    Onboarding welcome kit, QBR swag delivered before the meeting, renewal surprise, milestone recognition gift.

  4. Monitor renewal and expansion

    ongoing

    Glim dashboard shows confirmed deliveries, renewal rate in accounts with kits, and revenue influenced by touchpoint.

Why Customer Success teams choose Glim

Connects with your CRM

HubSpot, Salesforce, Pipedrive — automatic kit dispatch by trigger, without leaving the CRM.

Delivery in 3-5 days

To any address in Brazil, with real-time tracking and automatic delivery notification.

Automatic tax invoice

Fiscal documentation generated automatically for each shipment, XML available for download.

Budget by client segment

Spend control by tier — SMB, Mid, Enterprise — with configurable limits and approvals.

Your company's branding

Kits with your brand's visual identity, custom packaging, premium experience.

Customer Success frequently asked questions

Can I integrate Glim with my CRM to automate kit sending?

Yes. Glim integrates natively with HubSpot, Salesforce and Pipedrive via API and webhooks. You configure triggers by event and the kit is sent automatically without manual CS intervention.

Can I customize the kit by client tier (SMB, Mid, Enterprise)?

Yes. You configure kit templates by segment with different items and budgets. All configured once and triggered automatically.

How does tax invoicing work for client shipments?

Glim issues tax invoices automatically for all shipments with correct tax codes. The XML is available for download in the platform and in the monthly consolidated report.

Can I track whether the gift reached the client?

Yes. Glim provides real-time tracking for each shipment with automatic notification when delivery is confirmed.

What is the minimum lead time for a last-minute renewal kit?

For standard catalog items, production and delivery takes 3-5 business days. For urgent cases, contact us to check stock availability.

Does Glim deliver to clients across Brazil?

Yes. Glim delivers to all states in Brazil with an average lead time of 3-5 business days using multi-carrier optimization.

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The platform Customer Success uses to retain clients with gifting