Account Health Scorecard
Leverages RevGain Revenue Engine & Wingman AI Agents to help businesses understand the health of their customers and engage accounts when their health changes. It comes out of the box with the foundational content, assets, and health models that you need to score, analyze and engage with accounts based on their health in an intelligent and automated way.
Capitalize on reference and advocacy opportunities when accounts are in good health. Proactively identify and engage with accounts in poor health to get them back on track. Analyze health by dimension to pinpoint gaps in your engagement strategy and identify where your customers excel.
Playbooks
Automatically triggered or manual workflows containing sets of tasks and actions, prompting Customer Success Managers to focus on the most meaningful activities right on time
Track Days in Good Health
Reset Days in Good Health
Track Days in Poor Health
Reset Days in Poor Health
Persistent Poor Health
Reference Request
Customer segments
Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success
All Paying Accounts
Accounts at Risk
Accounts Whose Health Declined in the Last 7 Days
Accounts Whose Health Improved to Good in the Last 7 Days
All Paying Accounts in Good Health
All Paying Accounts in Poor Health
