Understand Customer and Account Health

Complete visibility into your account relationships and gain actionable analytics based on engagement and signals

Let SalesDirector.ai Do The work

Analyze Multiple Data Signals from Different Sources to Find the Right Answers at the Right Time.

Ingest data from CRM, billing, product and NPS
360 view of the account
Complete solution for any environment
Contact auto-creation in CRM

Customer Success Accounts by Risk

Opportunity Contact Roles Relationship Plan

Understand All Stakeholders

Let AI identify all of the account users and key stakeholders who are interacting with your company.

Identify supporters & detractors
Gauge engagement based on real behaviour
Create Account Plans based on engagement
Target disengaged stakeholders
Get ahead of renewal blockers

Determine Account Risk and Health

Understand account engagement and customer sentiment versus usage and total health:

Account Risk Scoring
AI-based sentiment analysis
Understand why account risk is changing
Stay ahead of churn
Quickly identify expansion and upsell opportunities

Customer Success Health Scores

Customer Success Health Scores

Gain Account Insights and Next Best Actions

SalesDirector.ai auto-generates account insights based on health, risk and engagement:

Who to engage with next?
Why deals are not closing
Prioritize accounts based on risk
Prompt reps and leaders for next actions
Never miss neglected accounts

Understand Account Health Over Time

SalesDirector.ai is constantly tracking account health changes so you know exactly when things start moving.

Which Accounts to focus on this month
Identify risk in each territory
Drill down into Unhealthy Accounts

Opportunity Contact Roles Relationship Plan

Get ahead of Churn and Identify Upsell Opportunities

See a Live Demo Today