Did you know that 89% of customers will switch to a competitor after just one poor experience? Staying ahead of potential issues is critical to retaining your customers and driving growth.
Tracking account health can be a challenge. Missed opportunities, unresolved issues, or slipping engagement can snowball into bigger problems, leaving your team reactive instead of proactive.
Enter Signals, the latest upgrade to AppEQ.ai. This powerful early warning system is designed to spotlight at-risk accounts, flag critical moments, and let you take action before problems escalate. With Signals, you can ensure every issue, opportunity, and “oh no!” moment is caught before it impacts your customer relationships.
2. What is the Signals Feature?
Signals is a customizable early warning system that identifies and flags key account conditions - from overdue invoices to unresolved tickets and declining product usage. By monitoring these critical moments, it helps teams take proactive steps to maintain strong customer relationships.
Key Benefits:
Customizable Rules: Tailor conditions that matter most to your business.
Real-Time Alerts: Stay informed about critical moments as they happen.
Proactive Engagement: Address at-risk accounts before it’s too late.
3. Why is Signals Important?
Problem-Solution Fit: Teams often struggle with:
Lack of visibility into account health.
Missed opportunities for upselling or retention.
Reactive management instead of proactive engagement.
Impact: Signals empowers your team to stay ahead of the curve by:
Highlighting risks before they become problems.
Boosting retention rates through timely engagement.
Simplifying account monitoring to reduce manual effort.
4. Key Features of Signals
Customizable Rules for Key Business Objects:
Define conditions to track overdue invoices, unresolved tickets, low product usage, and more.
Monitor critical aspects like Net Promoter Score, customer health index, and engagement levels.
Red Alerts for Critical Moments:
Instantly flag accounts that meet your defined conditions.
Enable teams to act fast and minimize churn.
Effortless Setup:
Configure and edit conditions through an intuitive interface—no coding required.
Comprehensive Account Health Tracking:
Monitor contacts, customers, invoices, product usage, opportunities, and more.
5. How to Use Signals
Set Up Health Criteria: Define the conditions most relevant to your business.
2. Monitor Alerts: Stay informed about flagged accounts through real-time notifications.
3. Take Proactive Action: Use insights to engage with at-risk accounts, resolve issues, and seize opportunities.
6. Use Cases
Real-World Scenarios:
Retention: Detect early signs of churn by tracking declining engagement or unresolved issues.
Upsell Opportunities: Identify accounts with high product usage or positive sentiment ready for expansion.
Customer Success Planning: Prioritize accounts for personalized outreach and QBRs.
7. Metrics and Results
Potential Outcomes:
Improved Net Revenue Retention (NRR): Engage at-risk accounts to boost retention.
Reduced Churn Rates: Resolve issues before they escalate.
Increased Upsell Success: Spot opportunities for growth and act on them.
Ready to Get Started? Visit the Signals section in AppEQ.ai to configure conditions for your business today. From overdue invoices to low engagement, Signals ensures nothing slips through the cracks.
Because the best way to solve a problem is to see it coming.