Ventes & Marketing (avec CRM)

Agent de Santé & Résumé de Comptes

Simple Explanation

Combine les signaux du support, produit et ventes pour vous dire quels comptes vont bien ou mal.

Technical Explanation

Feature store léger ; scoring configurable ; ingestion multi-sources ; tableaux de bord exécutifs.

What You Get

  • Multi-source data aggregation (support, product, sales)
  • Configurable health scoring algorithm
  • Automated alerts for at-risk accounts
  • Executive dashboards and reports
  • Trend analysis and predictions
  • Integration with CRM and support tools

Use Cases

  • Customer success management
  • Churn prevention
  • Upsell opportunity identification
  • Account prioritization

Technology Stack

Data: Lightweight feature store (Feast, custom)

Scoring: Configurable rules + ML models

Ingestion: APIs, webhooks, database connectors

Dashboards: Metabase, Looker, or custom React

Alerts: Slack, email, webhook notifications

Implementation Roadmap

Phase 1: Data Mapping (1 week)

  • Identify health signals
  • Define scoring criteria
  • Map data sources

Phase 2: Build (3-4 weeks)

  • Set up data pipelines
  • Implement scoring logic
  • Create dashboards

Phase 3: Rollout (1-2 weeks)

  • Train customer success team
  • Configure alerts
  • Monitor and refine
30% Churn Reduction
2x Upsell Rate
Real-time Updates

Pricing

Setup: €10,000 - €25,000

Monthly Service: €2,000 - €5,000

Per Account: €5 - €20/month

Ready to Get Started?

Let's discuss how this solution can work for your business.