See churn coming.
Act before it arrives.
AI Revenue Intelligence monitors account health signals across your Salesforce environment and predicts churn risk before customers signal it. Built on Agentforce and Sales Cloud.Â
Composite account health score; every account, every signal, updated continuously.
By the Time the Cancellation Arrives, the Decision Was Made Months Ago
Churn doesn’t happen suddenly. It happens across weeks and months of small signals; declining usage, slower response to emails, a spike in support tickets, delayed invoice payment. Each signal alone means nothing. Together, they tell a story of a customer on their way out.Â
By the time the cancellation notice arrives, your account team has already lost the battle. The customer checked out three months ago. They evaluated alternatives. They made a decision. The cancellation call is a formality.Â
AI Revenue Intelligence monitors the signals in real time. It generates composite health scores across all your accounts, identifies the specific factors contributing to risk for each one, and triggers proactive alerts to account managers while there’s still time to act.Â
Average lead time before churn signals become visible without AI monitoring.
Cost to acquire a new customer compared to retaining an existing one.
Of churned customers never formally complained before their cancellation.
Average revenue at risk from at-risk accounts in a typical B2B portfolio.
From scattered signals to composite health scores
- Support ticket velocity & sentiment
- Product / service usage data
- Invoice payment timing
- Email & meeting engagement frequency
- NPS & satisfaction scores
- Contract renewal dates
- Composite health scoring model
- Churn probability calculation
- Factor attribution analysis
- Trend anomaly detection
- Cohort benchmarking
- Renewal window tracking
- Health score updated (0–100)
- Risk alert sent to account manager
- Quarterly review auto-scheduled
- Playbook recommended
- Executive dashboard updated
- Renewal risk flag raised
What the Agent Does
Composite Account Health Scoring
Generates a 0–100 health score for every account based on weighted signals across usage, support, engagement, and payment behavior.
Proactive Account Manager Alerts
Triggers alerts when health scores drop below configured thresholds, with suggested next actions and playbook recommendations.
Invoice Payment Correlation
Tracks payment timing patterns as a leading churn indicator. Late payments often precede cancellations by 60–90 days.
Churn Risk Prediction with Factors
Identifies which specific signals are driving risk for each account. Not just a number, an explanation with recommended actions.
Usage Pattern Analysis
Monitors product and service usage trends. Flags declining engagement before it becomes visible to account teams through normal channels.
Quarterly Account Review Automation
Auto-generates review agendas and talking points for at-risk accounts, scheduled ahead of contract renewal windows.
$4.2M in at-risk revenue identified 90 days before renewals
AblyPro implemented Gen AI-powered summaries within Certinia PS Cloud using an Employee Agent designed specifically for Project Managers. The solution automatically generates structured summaries for Projects, Project Tasks, and Resources, enabling faster understanding and proactive management.Â
Agents that pair well with Field Service Intelligence
AI Services Org Intelligence
Revenue intelligence flags churn risk. Services org intelligence monitors the project delivery that drives that risk.
AI Customer Self-Service
Handle customer facing inquiries autonomously before they become support cases. The front door to support operations
Ready to see which accounts are at risk right now?
The signals are already in your Salesforce. We just connect them into a health score that tells you what to do next.Â
