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It enhances every stage of the account lifecycle—from document accuracy and health scoring to churn prediction and expansion intelligence. Built on behavioral analytics, historical insights, and contextual signals, the suite equips organizations with forward-looking intelligence instead of reactive decision-making.
Forecast opportunity outcomes with clarity and identify risks early
Predict customer churn and provide actionable retention cues
Match the right document to the right deal or account context
Identify accounts with untapped expansion or cross-sell potential
DealSense turns fragmented opportunity signals into an objective deal-health score so revenue teams know which upsell/cross-sell deals to prioritize and how to act. Predictive deal intelligence improves conversion focus and shortens sales cycles.
Sales reps chase low-probability deals while high-potential opportunities are neglected.
Forecasts remain unreliable, resource allocation is inefficient, and quota attainment suffers.
Outcome prediction for opportunities
AI-generated risk indicators
Sentiment trend analysis
Continuously updated deal score
More accurate forecasting
Better prioritization of high-value deals
Early intervention on slipping opportunities
ChurnGuard surfaces accounts at risk early and prescribes corrective playbooks, shifting teams from reactive firefights to proactive retention. Small gains in retention compound into major profit improvements.
Accounts slip away undetected; last-minute renewal firefighting increases discounts and margin erosion.
Increased customer acquisition spend to replace lost accounts; predictable revenue and LTV decline.
Churn probability scoring
Health signal evaluation
Renewal readiness assessment
AI-guided corrective actions
Predictable renewals
Reduced revenue leakage
Fewer last-minute recovery effort
DocMatch removes manual, error-prone steps by automatically comparing proposals with the POs, so teams catch scope or pricing mismatches, terms eliminations, scope edits, etc. before delivery or billing.
Manual comparisons create delays, disputes, and write-offs; delivery teams execute against incorrect scope; finance experiences invoice rejection and longer DSO.
Customer trust suffers when what was promised isn’t what’s delivered or bille
ExpandIQ uncovers upsell and cross-sell potential by assessing usage maturity, lifecycle stage, engagement trends, and customer profile alignment so teams approach expansion with confidence and timing.
Growth initiatives default to broad, untargeted outreach or new-logo chasing; expansion opportunities are missed and share-of-wallet remains low.
Inefficient cadence and poor timing reduce conversion on upsell/cross-sell offers.
Account expansion scoring
Growth potential projection
AI-suggested expansion paths
Ongoing pattern recognition from product behavior
Strategic account growth
Stronger customer lifetime value
Well-timed expansion conversations
Missed upsells, Unforecasted Churn and Unexpected scope changes reduce realized revenue.
Time lost to manual comparisons, Error correction, and Firefighting increases costs and DSO.
Inconsistent deliveries, late renewals, Repeated correction cycles lower satisfaction and Increase churn.
Lost customers must be replaced, Raising CAC and Reducing LTV : CAC efficiency.
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