De-risk churn by improving engagement with renewal committee

1

Identify renewal committee from pre-sale and post-sale conversations. Tag each contact with roles they are likely to play in renewal discussions. Capture all this data in Salesforce standard fields

2

Automatically track all post-sale activities (no rep adoption required) under renewal opportunity and/or account. Create granular reports on contact-level engagement to understand if teams are engaging with right contacts – buyers vs. users

3

Automatically group all post-sale activities with AI smart tagging – such as executive relationship, QBR, feature request, and more. See who’s participating in these activities from customer side and internal team 

4

Create a custom engagement score based on the personas engaged and when, the frequency, and the type of meetings conducted. Easily see this score alongside your account health score in your CS tool like Gainsight to coach your teams’

5

Run advanced analytics on this data to correlate engagement with customer outcomes – such as what kind of engagement leads to early renewal or upsell

Alex Dyson

“Just having more contacts on the opportunity… and activities that came with the contacts… alone has impacted so many different parts of our business in terms of forecasting, deal desk, cross functional collaboration, managing risk, prospecting, marketing. We’re now able to run plays off of that.”

Chandler Olsen

“Nektar is a top priority for RevOps at GuideCX. It’s ability to automate engagement and contact data in Salesforce adds value to the Sales leadership”