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Retention

Spot the customers drifting away while there’s time to win them back

See risk early, act on it with the right person and message, and make renewals a conversation instead of a surprise.

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The Smart CRM record for Bellmere Bank: 48 contacts, four open deals and $1.4M lifetime value, beside a Data Agent suggestion to add Priya Shah as a contact.
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The retention playbook

Four steps to fewer surprise cancellations

Warning signs, owners and offers, all on the customer record.

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  1. See risk early

    The Data Agent flags falling usage and rising tickets. Each flag explains its reasons.

  2. Act with the right person

    Tasks go to the account owner on their own. A plan for each kind of risk.

  3. Win them back with relevance

    Campaigns based on what each customer uses. Offers that fit their history.

  4. Renew with confidence

    Renewal dates and health on every account. Ideas for growing healthy customers.

A weekly list from the Data Agent: one account to grow, one at risk and one ready to buy, each with its reason.
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What changes

Retention is a team effort

An account health card: six months of customers ready to grow and at risk, with a weekly list for the success team.

What your service team notices

Service sees the tickets, marketing sees the emails and sales sees the renewal date. On one record, everyone sees the same warning signs and knows who acts.

Customers notice the difference: help arrives before they ask, and renewal conversations start with what they’ve achieved.

Learn more about the Data Agent