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    Automate customer health scoring

    Use product usage, support tickets, and NPS data to flag at-risk accounts.

    CRM
    Product Analytics
    Support Tools
    35% reduction in unexpected churn
    B2B SaaS
    Subscription
    Technology

    Quick Facts

    PLATFORMS
    CRM, Product Analytics, Support Tools
    FUNCTION
    Customer success, Retention
    SECTOR FIT
    B2B SaaS, Subscription, Technology
    OUTCOME
    35% reduction in unexpected churn

    The Challenge

    Customer success teams react to churn instead of preventing it. By the time they notice an account is struggling, it's often too late. Health scoring is manual, inconsistent, and doesn't scale across growing customer bases.

    How It Works

    1. 1

      Connect product usage data, support tickets, and NPS scores to your CRM.

    2. 2

      Define health score algorithm based on engagement, adoption, and satisfaction metrics.

    3. 3

      Automate health score updates in real-time as data changes.

    4. 4

      Trigger alerts and workflows when accounts move to 'at-risk' status.

    The Result

    ✓

    35% reduction in unexpected churn

    ✓

    CSMs focus on accounts that need attention

    ✓

    Proactive interventions before customers cancel

    Want to implement this use case?

    Book a free 30-minute consultation with our specialists to discuss your specific needs.

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