Flagship use case
Revenue and Customer Intelligence
Identify churn and expansion risk, explain pipeline movement, and prepare the next customer-success or sales action with the evidence attached.
The problem
Forecasts, churn signals, and account context are split across CRM, billing, product, and support. By the time someone assembles the picture for one account, three others have quietly moved, and the forecast is defended with anecdotes instead of evidence.
Our approach
We reconcile CRM, billing, product usage, and support data into one governed layer with agreed metric definitions, then deploy an agent that watches for the accounts whose behavior changed: usage falling while tickets rise, a renewal approaching with no activity, an expansion signal nobody has touched. It assembles the account evidence, explains what changed, and drafts the next customer-success or sales action for the owner to approve. Every figure traces to source records.
Days → hours
From churn signal to owner action
Illustrative target for a B2B SaaS team; the actual metric is agreed during the sprint and instrumented in the pilot.
Systems involved
Workflow
Detect, explain, evidence, route, resolve.
Nothing changes in a system of record without a named approver. Every step is logged with the evidence the approver saw.
- 1
Reconcile the sources
CRM, billing, product analytics, and support data are joined under governed metric definitions, so revenue, usage, and health mean one thing everywhere.
- 2
Detect account movement
Scheduled checks score churn and expansion signals against baselines agreed with your team: usage trends, ticket sentiment, renewal proximity, payment events.
- 3
Explain the change
For each flagged account, the agent correlates the signal with what happened: a failed rollout, a champion who left, a pricing change, a competitor mention in tickets.
- 4
Draft the next action
Human approval requiredA renewal brief, an outreach email, or an escalation is drafted with the account evidence attached and routed to the named owner. Nothing is sent without their approval.
- 5
Track the outcome
Approved actions and their results feed back into the account record, so forecast reviews argue from evidence instead of memory.
Outcomes
What changes for the business.
- Churn and expansion risk surfaced while there is still time to act
- Forecast reviews grounded in reconciled numbers, not anecdotes
- Account managers spend their time with customers, not assembling context
- An auditable history of what was flagged, decided, and done
Related solutions
Put AI to work without giving up control.
A fixed-scope Opportunity Sprint: your system map, three prioritized use cases, and a pilot plan in two weeks.