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Proactive Customer Retention Software is a type of technology designed to help businesses identify at-risk customers and implement strategies to retain them before they decide to leave. Unlike reactive approaches, which address customer churn after it occurs, proactive retention focuses on prevention by analyzing customer behavior and engagement patterns. These products are utilized by customer service and customer success teams to enhance response times and decrease the chances of customer churn. Lowering customer churn is one of the most cost-effective strategies for companies to drive growth. Proactive customer retention software typically integrates with contact center quality assurance tools, customer success platforms, CRM systems, and help desk software. Key Features: * Customer Analytics: Leverages data to identify trends and behaviors that indicate a customer may be at risk of leaving. * Segmentation: Categorizes customers based on their usage patterns, purchase history, and engagement levels to tailor retention strategies. * Automated Alerts: Sends notifications to businesses when a customer shows signs of disengagement, allowing for timely intervention. * Personalized Communication: Facilitates targeted outreach through personalized emails, offers, or support to re-engage at-risk customers. * Feedback Loops: Collects customer feedback to understand pain points and improve services or products based on their needs. * Integration: Often integrates with CRM systems and other business tools to ensure a seamless approach to customer management.
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Freshdesk
freshdesk.com
Freshdesk (a product of Freshworks Inc.) helps businesses delight their customers effortlessly with modern and intuitive software for customer support. Freshdesk converts requests coming in via email, web, phone, chat, messaging, and social into tickets, and unifies ticket resolution across channels. Additionally, strong automation and AI capabilities like automating ticket assignment, prioritizing tickets, agent assist, and even sending out canned responses, help streamline the support process. Freshdesk also enhances team collaboration, integrates with a range of third-party tools, offers predictive support capabilities, and field service management. The reporting and analytics features provide insights needed to grow the business.
Qualtrics
qualtrics.com
Used by more than 13,000 brands and 75% of the Fortune 500, Qualtrics CoreXM is the most trusted, intelligent, and scalable all-in-one platform for experience management. Qualtrics CoreXM is the foundational research tool for building, launching, and analyzing survey research. With CoreXM, you can bring siloed or outsourced operations into a holistic, end-to-end platform for all insights that you are looking to gather and act upon. Featuring capabilities and solutions for every department, CoreXM helps you to reach your audiences wherever they are, ensuring you get insights faster than ever before. You can even create your own projects, or use projects designed by Qualtrics experts — for brand, customer insights, product research or employee experience — so you can take action where it’s needed most. With Qualtrics CoreXM, you enable everyone to capture, analyze and share actionable insights and use them to identify or improve existing products, services and experiences. It’s time to increase your experience data efficiency with the world’s most flexible solution for modern-day research and feedback. 1) Focus on the right outcomes Empower every decision with predictive insights and AI-powered recommendations to take the right actions and improve experiences. This includes AI-driven text analytics to understand open-ended feedback at scale, reporting for each stakeholder, and plenty more. 2) Sophisticated research made simple Create, customize, and modify any research project in minutes with a point-and-click UI, PhD-backed methodologies, and a robust library of more than 100 question types and templates designed by survey scientists. All ready to use, with no coding required, ever. 3) Drive speed and agility Scale access to experience insights across the organization with purpose-built solutions, workflows, and easy collaboration. Add to that a flexible platform with unmatched integrations into the systems your organization already uses. 4) Save time and money Standardize your research on a single platform to build out a comprehensive system of record for all your respondent data. Become a research expert with AI that does the heavy lifting for you, offering recommendations to improve survey quality and compatibility. 5) Consolidate and streamline research Through one unified system that connects and centralizes everyone’s ability to listen, understand and act on feedback and experience opportunities, delve deeper into data, design personal experiences at scale, and drastically increase research efficiency. 6) Reduce risk exposure Featuring unbeatable enterprise-grade security, compliance and governance functionality, Qualtrics CoreXM is GDPR, HITRUST, ISO 27001 certified and FedRAMP compliant. 7) Expand your bandwidth with experts on demand Make your data work harder for you. Enlist our Research Services and network of partners for support with design, analytics, reporting and respondent sourcing. Plus, thanks to a fully flexible engagement model, use us as much, or as little, as you need. Key Qualtrics CoreXM product features - Expert designed templates - Drag-and-drop survey builder - Automated XM Solutions - Customizable survey themes - Full collaboration tools - Advanced survey logic - Quota management - Built-in, AI-driven methodology and question quality analysis (ExpertReview) - AI-powered analytics and intelligence (Stats iQ & Text iQ) - Crosstabs - REST API access for system integration - SMS distribution - WCAG 2.0 compliant - Email and chat support
OpenText
opentext.com
OpenText Corporation (also written opentext) is a Canadian company that develops and sells enterprise information management (EIM) software.OpenText, headquartered in Waterloo, Ontario, Canada, is Canada's largest software company as of 2014 and recognized as one of Canada's top 100 employers 2016 by Mediacorp Canada Inc.OpenText software applications manage content or unstructured data for large companies, government agencies, and professional service firms. OpenText aims its products at addressing information management requirements, including management of large volumes of content, compliance with regulatory requirements, and mobile and online experience management.OpenText employs over 14,000 people worldwide and is a publicly traded company, listed on the NASDAQ (OTEX) and the Toronto Stock Exchange (OTEX).
Staircase AI
staircase.ai
Staircase AI is pioneering Customer Relationship Intelligence. Its platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customer health, sentiment, journey events, risks, and opportunities. Its cutting-edge technology analyzes all customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, its human analytics provides the missing element to fully understand the customer to grow at scale and fight churn.
Paddle
paddle.com
Paddle offers the complete payments, tax and subscriptions solution for SaaS. Instead of cobbling together and maintaining a fragmented payments stack, we “do-it-for-you” in one platform, giving you a single source of data and revenue truth. We handle everything from checkouts, payments, subscription management, invoicing and renewals, to dunning, global tax compliance, fraud protection, and reporting. How do we do it? As your Merchant of Record, Paddle manages the following for you: Integrations with multiple payment service providers. Liability for charging and remitting sales tax around the world. Fraud protection and processing chargebacks. Revenue data reconciliation across subscription billing and payments. Reducing churn and recovering failed payments. Billing-related support queries. Let us focus on optimizing every part of your payments and billing process while you focus on growing your business.
Chargebee
chargebee.com
The Chargebee platform enables subscription businesses to capture, retain and maximize revenue opportunities through automated recurring billing, subscription management, and revenue analytics. By integrating seamlessly with your tech stack, Chargebee becomes the heart of your revenue operations. Optimise efficiencies across your sales, success, and finance operations to accelerate the growth of your subscription revenue. Chargebee is the leading Revenue Growth Management (RGM) platform for subscription businesses. Chargebee's mission is to help businesses of all sizes to grow their revenue by providing a comprehensive suite of solutions, including subscription management and recurring billing, pricing and payment optimization, revenue recognition, collections, and customer retention.
Solitics
solitics.com
Solitics is an innovative customer engagement platform specializing in Visitor activation, Customer engagement and state-of-the-art Aanalytics suite. The platform enables B2C brands to automate, personalize and fully manage their customer life cycle, implementing most ambitious vision and driving growth. With a commitment to rapid implementation (live in 45 days!) and continuous innovation, Solitics partners, and customers witness outstanding results across their conversion, retention and LTV. Hundreds of worldwide brands across multiple verticals are engaging their customers in an innovative and personal way, in real timer, employing Solitics.
Cust
cust.co
Elite Customer Success teams get better with Cust AI agents. AI agents enable CSMs to get to know even your smallest customers. Turns these insights into personalized success plans. Recommends the next best action across the customer journey. Cust is an autonomous customer success platform that makes high-touch experience possible for smaller customers. The platform gives companies AI agents that proactively get to know their long-tail customers. Turns these insights into a personalized success plan. Influences their decisions across the full customer journey - from onboarding to renewal.
Spyglaz
spyglaz.ai
Spyglaz AI is an innovative sales growth platform designed specifically for the life and annuity insurance sector. Its platform empowers carriers by optimizing their relationships with key distribution partners, including agents, advisors, and Independent Marketing Organizations (IMOs). With a focus on maximizing sales and retention, Spyglaz AI uses advanced technology to deliver insights that drive growth. At Spyglaz AI, it recognizes the critical importance of identifying and retaining top producers in a highly competitive market. Its platform not only predicts which top producers might be at risk of leaving but also uncovers emerging talent, ensuring that carriers can strategically invest in the right relationships at the right time. Additionally, it helps carriers understand sales velocity, discover new agents and advisors, and gain deep insights into agents' books of business, all of which enhance their ability to build and maintain successful relationships. By harnessing the power of data, it provides carriers with the tools they need to streamline operations and enhance profitability. Its enterprise web application platform allows insurers and their sales teams to create curated lists using AI and manage follow-up with their distribution partners through a simple yet powerful interface. On the backend, it has the capability to ingest large amounts of data and run machine learning models in seconds. Its scalable and configurable architecture ensures a flexible and responsive experience for all users. Whether you're looking to safeguard your most valuable relationships or discover the next generation of top producers, Spyglaz AI is your trusted partner in achieving sustainable sales growth. Its commitment to innovation and deep understanding of the life and annuity insurance industry sets it apart, making it the go-to solution for carriers looking to excel in today's dynamic market.
Rupert
hirupert.co
Rupert is a GenAI, no-code signal-to-playbook solution for GTM teams looking to transition to a one-to-many, proactive operation. Rupert enables the distribution of predictive, timely, personalized, and actionable account-level signals for top of funnel, conversion, and upsell opportunities, churn risks, and user activation issues. Its core technology allows it to be the most advanced and the first data warehouse-native monitoring and alerting solution for downstream use cases. It utilizes proprietary semantic classification, signal enrichment, anomaly detection, root cause analysis capabilities, and more. As the only data warehouse-native signal-to-playbook solution, Rupert allows its customers to easily predict and track in real time signals across the entire customer 360 data–product usage, CRM, support, financial data, and more. With strong integrations with operational GTM tools (e.g. Salesforce, Outreach, etc.), Rupert enables teams to capitalize on these personalized signals with signal-triggered playbooks–think “Workato/Zapier on top of signals.” By working Rupert’s predictive signals and playbooks, GTM teams can replace the failing dependency on the lagging, over-aggregated health scores to prioritize lead/customer engagements and tasks. GTM leadership and ops teams get full visibility into how SDRs/AMs/CSMs/etc are following, executing, and capitalizing on their signals and playbooks. This allows them to easily experiment and find the signals and playbooks that best impact ToFu, New ARR, Expansion, and Retention KPIs, as well as better manage their proactive GTM teams.
IrisAgent
irisagent.com
IrisAgent is a leader in customer support automation with AI-powered answers, tagging, and workflows that can help boost agent productivity and speed up Mean Time To Resolution (MTTR). Get started in just a few minutes with an AI that self-learns and scales with your needs. It takes simple, repetitive tickets off the support team’s plate, but it’s more than just a chatbot. Unlike other players in this space, it takes a 360-degree view of customer support operations, leveraging product and user context to gain meaningful insight into the ‘why’ behind tickets associated with bugs, performance issues, and outages to create support workflows and recommend operational improvements. IrisAgent delivers proactive customer support with AI-powered alerting, automated resolution of common tickets, and correlation of support tickets and product issues. IrisAgent’s AI-powered support solution reduces support ticket resolution time by 45%, improves agent performance, and enhances communications between agents, customers, and internal technical teams to reduce escalations by 60%. It proactively discovers trending issues instead of waiting for customers to report them. Key features: 1. Data integration and automated workflows 2. AI-powered issue discovery and triaging 3. Auto-tagging and correlation of tickets, alerts & bugs 4. Automated revenue and customer sentiment impact analysis
Churn Solution
churnsolution.com
Churn Solution facilitates client retention. In a few days, your revenue will rise dramatically. Connect your networks, personalize cancelation flows, evaluate client experiences for optimization, and begin monitoring and reducing churn. Churn Solution prepares your business for every possible customer outcome. Start retaining customers in a matter of days and watch your revenue spike. To start managing and decreasing churn, connecting your networks, customize cancellation flows, analyze the data and review customer experiences for optimization.
Churned
churned.io
Churned is the specialist in churn prevention, upselling, and reactivation. By taking a data-driven approach, it provides organizations with the tools to prevent churn from happening and insights to utilize upsell possibilities. Most Customer Success and Retention management tools promise data-driven solutions. But in reality, there are a few dominant limitations. In most cases, "data-driven" actually means "rule-based" solutions built on "gut feelings." Churned offers the opposite: an AI-based customer success solution without limitations. The Churned AI Engine transforms data into actionable retention strategies, CLV drivers, and upsell machines. It helps its customers generate more revenue through their customers.
Ascendo AI
ascendo.ai
Hire your first AI Service technician and AI Technical Support Engineer who will work with you like your teammate and coworker. 60% of the Operating budgets for B2B Product Companies is Support and Service. Product technical support is complex requiring engineers and technicians consistent onboarding, training. Most knowledge is with Experts and when attrition happens, knowledge is lost! Over 40% of Engineer's time goes in creating knowledge. Budgets are locked and teams are looking for every way to scale with quality. Ascendo AI teammates are Human aligned, self learning, measure themselves in quality, speed, accuracy and are trained for these industries - High Tech, Medical Devices, Energy, Utilities and Industrial Equipment. Companies like Infinera, Teradata, EDF Renewables, GE Healthcare and many more use Ascendo to bring quality and consistency with scale! Ascendo offers Knowledge first AI teammates for B2B complex service and support teams. These AI teammates enable technical and field support engineers and their teams provide superior Support Experience. AI teammates automate and enhance every step of the complete product support journey experience working alongside humans. It behaves like an expert in their back pockets across customer journey workflows.
Frame AI
frame.ai
Frame AI is how the world's largest companies proactively unlock the hidden value of their data with Flow Trigger Augmented Generation (STAG). STAG, pioneered by the PhD-led team at Frame AI, applies generative data analytics to complex natural language. The Frame AI platform synthesizes predictive signals into workflow triggers across systems, enabling organizations to orchestrate and activate unstructured data for the first time. The Frame AI platform is designed for proactivity. Instead of waiting for user queries like RAG-based chatbots, for example, OpenAI, STAG continuously monitors in-flow communication to proactively mitigate risks and generate revenue opportunities across business teams. Frame AI is a strategic partner for AI data infrastructure. We work with partners and customers from identifying use cases to refining implementation, leveraging decades of experience building flexible, durable AI solutions that enrich automation and deepen human understanding. Our Enterprise API works with existing systems to enable any team to benefit from every customer conversation. The Frame AI platform drives efficiency and LTV by: • Proactively highlight costs and opportunities long before they appear in structured data analysis. • Enrich automation and decision making with the root causes behind customer propensities and behaviors. • Extract customer characteristics and insights from first-party data to drive revenue strategies. • Identify cost drivers across the business. • Decentralize data and empower cross-functional stakeholders with standardized documentation and insights. • Scale the value of your total data investment by orchestrating ideas and triggers across business teams.
Reef.ai
reef.ai
Reef.ai is an AI-powered customer data, scoring, and recommendation platform. They transform customer data into NRR with AI-led customer scores optimized for specific revenue outcomes. Reef leverages machine learning to deliver Outcome-Based Scoring, AI-led customer scores optimized for specific revenue outcomes. Customer scoring isn’t about health, it’s about driving revenue outcomes. General health scores are a black box: inaccurate, hard to action, and lacking the data history to be effective. Outcome-based scores optimized for revenue outcomes like churn, downgrade, cross-sell, or upsell with renewal are clearly actionable and your impact on revenue can be measured. - Data Connectivity: Reef seamlessly connects your customer data and builds history to optimize your data for scoring - Advanced ML Scoring: Reef applies proven ML scoring models optimized for the revenue outcome you want to improve - Notifications & Playbooks: Reef delivers precise recommendations to your teams to engage the right customer at the right time - Track Follow Through: Reef tracks the actions your team takes (or not) as a result of the notifications - ROI Reporting: Reef calculates playbook ROI so you know the impact of actions on your outcome metrics
Hook
hook.co
Hook accurately predicts revenue growth from your customers. They use data science to identify your highest value customers, how to keep your and maximise revenue. They do this by mapping out risk or upsell opportunity with automated engagement results for every customer. With predictive machine learning, they help growth teams take the guesswork out of your day to day - and focus on spending your time where it matters. Ramp up quality engagement, stop guessing what works and own your NRR.
Churn360
churn360.com
Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. Churn360 combines customer’s data that is spread across multiple SaaS products like CRM, Helpdesk, Billing software, etc. All these data are consolidated into a single dashboard that is easy to use and convenient for your customer success managers to get a 360-degree view of the customer. Churn360 also provides features like playbook automation, customer onboarding, customer journey mapping and tracking, surveys to effectively assist the customers in various circumstance leading to reduced customer churn and thus increase retention.
VOZIQ
voziq.ai
VOZIQ AI offers cloud-based machine learning and big data analytics solutions to quickly uncover breakthrough customer churn intelligence from millions of customer interactions and historical records. VOZIQ AI offers a unique synergy of technology, built-in intelligence operationalization, and on-demand professional support, that guarantees consistent and demonstrable customer retention gains. VOZIQ Leverages the combined power of machine learning, advanced text analytics, and a cloud-based plug’n’play solution, to identify and retain your high-risk and high-value customers. Many reputed companies are working with VOZIQ to achieve specific business objectives like improving customer experience, boost retention rates, reducing the cost to serve, increasing sales & marketing effectiveness, reducing customer churn, and boost revenue.
CustomerSure
customersure.com
CustomerSure combines powerful customer experience software with our robust methodology and unparalleled support. Since 2010, we've been helping our customers gather, understand and act on the valuable insights provided to them by their own customers through feedback surveys. With powerful, intuitive software backed up by expert consultancy and support, CustomerSure helps you design and execute customer feedback processes that transform your business performance. We're trusted by businesses including Barchester Healthcare, Philips, Covéa Insurance, KK Wind, Magrabi and GBG Group, helping them to understand more about their customers, and then retain and delight them. When you start using CustomerSure, you get more than just a handful of dashboards. All our packages include: - Our fully-featured, easy-to-use customer feedback software - A proven survey methodology to drive measurable results - Unparalleled support from CSAT and customer feedback experts If you’d like to see CustomerSure’s award-winning approach in action, contact us for a Free Pilot Project. We’ll help you design and run a short, live test to show you exactly how everything works and prove the real impact our approach has on your customers - and your business.
Loris
loris.ai
Loris unlocks a world of insight for CX leaders, using our AI-powered conversational intelligence platform to extract value from every customer interaction. The combination of real-time analytics and a library of proven AI models detect emerging issues before they impact your brand and expose gaps in the customer journey that reduce satisfaction and increase costs. Loris covers the complete customer experience lifecycle, giving organizations everything they need to understand customer issues, monitor agent performance, and take action to continuously improve. Loris turns customer conversations into your company’s most valuable resource - giving you the insights you need to not only optimize your customer experience – but also grow your business. Understand why customers are contacting you, how well your teams are resolving issues, and what your agents should say next with a single AI platform – trusted by leading brands and trained on 300+ million real customer conversations.
Stylo
askstylo.com
Solve Tickets Faster with AI Stylo is an AI assistant for human support teams. Empower your agents with ChatGPT in every Zendesk ticket, across all languages to solve tickets faster and make customers happier. Stylo is a Zendesk AI assistant inside every Zendesk ticket that understands the customer problem, finds the solution, and writes a reply for your agents to paste into the ticket. What Can Stylo Do? - Boost your agents with the efficiency and power of AI - Translate messages to and from any language - Standardize agent tone when communicating to customers - Automated ticket research and answers before you even look at the ticket - Identify and prioritize important tickets before customers escalate Stylo Assist is a no-setup-required AI assistant that lives right inside your agents' Zendesk tab, bringing the power of generative AI with ChatGPT to every ticket. Agents can auto-generate responses to a ticket, customize a response around their own input, get a summary of lengthy or complex tickets, and handle ticket translation. They'll also see relevant resources including tickets, knowledge base articles, and macros all from right inside the Assist app. Once installed, Stylo automatically integrates with your Zendesk, reading in Knowledge Base articles, previously solved tickets, and macros. Assist uses this information to generate unique messages that are specific to the customer's request, and configurable brand-level settings ensure the response is on-brand. Assist also translates any message into and out of any language in a way that sounds natural to the recipient, so that your agents can communicate naturally and effectively.
Jeeva
jeeva.ai
Jeeva unveils concealed leads and their intent on your website, enabling seamless personalized outreach to drive engagement and action. * AI Sales Representatives: Jeeva provides specialized AI assistants for outbound and inbound sales, chat interactions, LinkedIn outreach, and phone calls, allowing companies to maintain consistent engagement with leads. * Automated Lead Generation: The platform helps businesses discover and engage potential customers through automated, personalized outreach campaigns, significantly increasing lead generation efficiency. * Real-Time Lead Enrichment: Utilizing advanced technology, Jeeva enhances lead profiles in real-time, providing deeper insights into customer intent and behavior. * Seamless Integrations: Jeeva integrates effortlessly with popular email and CRM platforms like Gmail, Outlook, HubSpot, and Salesforce, ensuring smooth operations and enhanced productivity.
ChurnKey
churnkey.co
You focus on product and growth. Churnkey will handle retention for them. You can use Churnkey to supercharge every part of customer retention and optimize your company’s growth: personalized cancel flows that keep subscribers, recovering failed payments, and informing customer-driven product development. Churnkey is a retention automation platform that reduces churn, facilitates payments, and drives more revenue for companies built on recurring revenue. Their platform makes it easy to quantify retention opportunities and implement retention flows for voluntary churn/cancellations, failed payments, reactivations, and more. Their slate of products includes personalized cancellation flows, failed payment recovery, reactivation campaigns to win back customers, retention analytics, and more. They specialize in helping self-serve subscription offerings such as SaaS companies, consumer memberships, nonprofits, news/media publications, and streaming companies.
Eclipse AI
eclipse-ai.com
Eclipse AI turns customer interactions from different sources into insights that drive retention and revenue. Eclipse AI is a generative AI tool that helps predict and prevent customer churn. Eclipse AI unifies and analyses your omnichannel voice-of-customer data and gives you actionable intelligence to drive retention.
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