Account Risk Tracking

Under three categories, Good, Average, and Poor health, you can create assign a risk score for different health factors like- Product, Financial, Relationship, and Service health.

The categories are determined by product usage, invoice status, support issues, and communication during a given timeframe.

It's a data-driven method of determining a customer's overall satisfaction with your product or system.

Some form of health score is vital to assess your customers' progress.

Also, to determine how you should engage with them to assist them succeed with your product

By providing a 'risk or a health score' to customer accounts. Tracking this score can help CSMs to take necessary steps to manage those accounts that are at risk.

Automations helps to scale up without losing efficiency. The alerts gets triggered when there is deviation thereby drawing the attention of the CSM on the accounts that needs immediate help.

Proactive intervention helps the account to come back on the path to desired outcome thereby preventing churn

Generate high value risk alerts  for your CSM to take actions on accounts that needs immediate actions.

The rules can be configured based on past data . The use case like drop in product usage, drop in licence utilization, Upselling or renewals/