​

Customer Health Monitoring

​

Key Benefits

• Early Warning System: Detect customer satisfaction issues early
• Health Score Automation: AI-powered customer health scoring
• Usage Analytics: Deep insights into product adoption
• Proactive Intervention: Automated alerts for at-risk accounts

​

Common Use Cases

​

1. Health Score Tracking

• Automated health scoring
• Trend analysis
• Usage patterns
• Engagement metrics

​

2. Risk Management

• Churn prediction
• Satisfaction monitoring
• Adoption barriers
• Support ticket analysis

​

3. Success Planning

• Milestone tracking
• Success plan automation
• QBR preparation
• Value realization

​

Getting Started

1. Data Integration
   • Connect CRM system
   • Set up usage tracking
2. Configure Monitoring
   • Define health metrics
   • Set up alerts
   • Create dashboards
3. Team Enablement
   • Train on health metrics
   • Establish processes
   • Define intervention points

​

Success Metrics

• Reduced churn rate
• Improved NPS scores
• Higher product adoption
• Faster time to value
• Increased expansion revenue

​

Resources

• CRM Integration
• Signal Setup
• Workflow Creation