AI renewals optimizer
The Renewals Optimizer links upcoming renewals to service status and satisfaction, so unspoken issues get addressed before they cost you a customer. It shows upcoming renewals alongside open cases, sentiment and usage, so account teams know which customers need attention first.
Operational Intelligence
Renewals Optimizer
Shows upcoming renewals alongside open cases, sentiment and usage, so account teams know which customers need attention first.
How it works
- 1
Connect your data
Uses your CRM, operations systems and ERP. Powered by Analytics Intelligence.
- 2
See upcoming renewals
Upcoming renewals, alongside open cases, sentiment and usage.
- 3
Know who comes first
Account teams know which customers need attention first.
- 4
Address unspoken issues
Issues get addressed before they cost you a customer.
Ask questions like these
Ask the Renewals Optimizer agent in plain language; every answer shows its sources.
- Which renewals in the next 90 days are at risk?
- Which customers renewing this quarter have open cases?
- Which upcoming renewals need attention first?
Works with the systems you already run
Uses your CRM, operations systems and ERP, through connectors such as these.
More Operational Intelligence agents
- Intelligent Document SearchPiece together knowledge from across all your systems to find the best resolution to each customer issue.
- Assisted Fault DiagnosisGet suggested fixes for every issue, based on what worked in similar cases and what to avoid, from your own knowledge base.
- Customer Sentiment AnalyzerTrack customer sentiment from subtle signals, spot signs of quiet churn and link them to service status, so problems get fixed early.
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your operations.
- Pre-escalation AlertSpot customers who aren't getting the resolution they need, and step in before they escalate.
See the Renewals Optimizer agent at work
Questions about Operational Intelligence or this agent? Send us a note and we'll get back to you by email.