Quick Tip Video - Detect Risk overview

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Transcript

Managing risk is an important part of any customer journey. Identifying and resolving risk early can help prevent churn and keep your customers moving toward success.

Totango SuccessBLOCs include best practices, automation, and metrics that matter at every point in your customer journey. The Detect Risk SuccessBLOC, gives you instant visibility into customer signals and critical events to move from a reactive engagement model to a proactive one.

Once configured, you can:

  • Automatically remind customers when payment is past due or needs attention
  • Automate tasks to investigate low customer sentiment, a drop in license utilization, or a leadership change
  • Update the risk status and provide regular reports to share with executives
  • And ensure your team resolves risk quickly and ultimately protects revenue.

Key attributes in this SuccessBLOC include:

  • Risk Status - Helps you identify stages within a risk cycle so you can continually progress toward a resolution.
  • Risk Reason - Assess why the account is at risk.
  • And other signals related to payment, tickets, and more.

Detect Risk by Totango: Identify at-risk customers and proactively engage using proven best practices.