Challenges
- Customer success judged renewals based on limited information and gut feelings, without data-driven insights into at-risk deals.
- Limited visibility into account health and usage data resulted in missed expansion opportunities.
- Staffing for future quarters proved difficult due to limited insight into sales forecasts for net-new and upsell deals.
Goals
- Surface adoption, satisfaction, and engagement data to improve customer health and mitigate churn.
- Gain visibility into potential white space across healthy accounts to proactively create and win upsells.
- Leverage reliable artificial intelligence projections and accurate forecasts for future hiring and capacity planning.