Data Hub
Clean, connected customer data for every team
The retention playbookSee risk early
The Data Agent flags falling usage and rising tickets. Each flag explains its reasons.
Act with the right person
Tasks go to the account owner on their own. A plan for each kind of risk.
Win them back with relevance
Campaigns based on what each customer uses. Offers that fit their history.
Renew with confidence
Renewal dates and health on every account. Ideas for growing healthy customers.
What changes
Retention is a team effort
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.
What’s included
The tools in Data Hub
Data syncs
Two-way syncs with the systems you already run.
Custom objects
Model products, sites, policies or anything else you track.
Data quality
Find and merge duplicates, and fix formatting in bulk.
Field-level permissions
Decide who can see and change each field, by role and team.
Data Agent
Explains which accounts are ready to buy, at risk or ready to grow, and why.
Change history
Every change logged with who made it, a person or an agent.