Organizations must continuously monitor a multitude of customer data streams – product adoption, NPS, surveys, bug reports, payments, opportunity status, and more – across CRMs, financial systems, sales tools, call recordings, development systems, marketing tools, and community channels to detect potential customer health issues. When risk signals like dropping utilization or satisfaction are identified, the system should automatically alert customer success, account management, support, product, development, and marketing teams to mobilize resources. Additionally, the platforms can trigger workflows to help remediate the risk, such as targeted user guidance or service engagements to get customers back on track.
