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SOLUTIONS
Customer Success
Customer Success
SOLUTIONS
Expectations for Customer Success have changed significantly over the past few years. It’s no longer enough to make customers happy, CS must prove its ability to preserve and grow revenue and quantify the revenue impact of its actions and initiatives. Outcome-Based Scoring enables CS organizations to directly improve specific customer revenue outcomes and track the revenue impact of actions, playbooks, teams, and individuals.
An excess of data without clear insights can overwhelm customer success teams, making it difficult to prioritize actions and address customer needs effectively.
PROBLEM
Limited resources prevent teams from providing personalized support to all clients, resulting in disengagement among less prioritized customers.
PROBLEM
A lack of a standardized process can lead to varying experiences for customers, causing internal confusion around what works, and what doesn't
PROBLEM
The Reef Churn Prediction model analyzes customer history, usage patterns, support and marketing engagement, etc to identify customers at risk for churn at least 6-9 months in advance of renewal. Reef provides an early warning system, delivering recommendations to your team so they can mitigate the risk well in advance of renewal. While some companies have moved towards churn prediction models, Reef automates recommendation delivery, keeps the model up-to-date, and continuously improves the model over time.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability for churn over the next 6 months
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Support
Customer Churn Prediction
Product Churn Prevention
Some companies don’t have a full churn problem but struggle with churn of specific products and related revenue. Reef’s OBS models can identify customers at risk of churning specific products that are under-utilized or not delivering value. Reef alerts the right team member well in advance of renewal, while there’s still time to change the outcome.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability to churn a purchased product
All customers with a specific product (or products)
Account, Opportunity/Contract, Product, Support
Product Downgrade Prevention
Some companies don’t have a full churn problem, but struggle with partial churn or downgrades of specific products. Reef optimizes models that consider the nuance of downgrades and revenue contraction to predict these downgrades and alert the right team member 6-9 months in advance of renewal, while there’s still time to change the outcome.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability to downgrade a purchased product
All customers with a specific product
Account, Opportunity/Contract, Product, Support
Revenue Downgrade Prevention
Some companies don’t have a full churn problem, but struggle with partial churn or revenue loss. Reef optimizes models that consider the nuance of downgrades and revenue contraction to predict these downgrades and alert the right team member 6-9 months in advance of renewal, while there’s still time to change the outcome.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability to lose revenue at renewal
All customers with a specific product (or products)
Account, Opportunity/Contract, Product, Support
Competitive Churn Prevention
Competitive losses can be debilitating for a business and can drain revenue and morale. Reef’s Competitive Churn Blocker Model analyzes previous competitive losses to identify current customers that are most likely churn to a competitor. Reef alerts your team when it identifies customers at-risk for competitive threats so your team can engage proactively.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability to switch to a competitor
All customers with a specific product
Account, Opportunity/Contract, Product, Support, Marketing
Product Engagement
Product engagement is a strong leading indicator for future churn or growth revenue. Reef’s product engagement scoring model evaluates product engagement data signals for their correlation to churn or growth revenue.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Prevent churn from under-engaged customers and accelerate growth with highly engaged customers
All customers (or segments)
Account, Opportunity/Contract, Product, Support
Customer Churn Prevention
While many companies have moved towards churn prediction models, Reef automates recommendation delivery, keeps the model up-to-date, and continuously improves the model over time. Our Churn Prediction model allows you to engage at-risk customers 6-9 months in advance to mitigate churn risk and defend revenue. CSMs and Renewal Managers receive early warnings about potential churn, allowing for preemptive action.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Identify accounts with the highest probability for churn over the next 6 months
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Support
Competitive Churn Prevention
Competitive losses can be debilitating for a business and can drain revenue and morale. Reef’s Competitive Churn Blocker Model analyzes previous competitive losses to identify current customers that are most likely churn to a competitor. Reef alerts your team when it identifies customers at-risk for competitive threats so your team can engage proactively.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect renewal revenue for accounts with the highest probability to switch to a competitor
All customers with a specific product
Account, Opportunity/Contract, Product, Support, Marketing
Support Subscription Churn Prediction
The Reef Churn Prediction model analyzes customer history, usage patterns, and support engagement to identify customers at risk for churning paid support coverage at least 6-9 months in advance of renewal. Reef provides an early warning system, delivering recommendations to your team so they can mitigate the risk well in advance of renewal. While some companies have moved towards churn prediction models, Reef automates recommendation delivery, keeps the model up-to-date, and continuously improves the model over time.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect support revenue for accounts with the highest probability for support subscription churn over the next 6 months
All customers (all annual contract clients) with a support subscription
Account, Opportunity/Contract, Product, Support
Support Downgrade Prevention
Some companies don’t have a full churn problem, but struggle with partial churn or downgrades of tiered support levels. Reef optimizes models that consider the nuance of support tier downgrades to predict these downgrades and alert the right team member 6-9 months in advance of renewal, while there’s still time to change the outcome.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect support revenue for accounts with the highest probability for downgrade over the next 6 months
All customers (all annual contract clients) with a support subscription
Account, Opportunity/Contract, Product, Support
Service Subscription Churn Prediction
The Reef Churn Prediction model analyzes customer history, usage patterns, and services engagement to identify customers at risk for churning services revenue at least 6-9 months in advance of renewal. Reef provides an early warning system, delivering recommendations to your team so they can mitigate the risk well in advance of renewal. While some companies have moved towards churn prediction models, Reef automates recommendation delivery, keeps the model up-to-date, and continuously improves the model over time. Services and Sales teams receive early warnings about potential churn, allowing for preemptive action.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect services revenue for accounts with the highest probability for churn over the next 6 months
All customers (all annual contract clients) with a services subscription
Account, Opportunity/Contract, Product, Support
Service Downgrade Prevention
Some companies don’t have a full churn problem, but struggle with partial churn or downgrades of services offerings. Reef optimizes models that consider the nuance of services downgrades to predict these downgrades and alert the right team member 6-9 months in advance of renewal, while there’s still time to change the outcome.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Protect services revenue for accounts with the highest probability for downgrade over the next 6 months
All customers (all annual contract clients) with a services subscription
Account, Opportunity/Contract, Product, Support
Consumption Forecast
For companies with consumption-based pricing, accurate consumption tracking and predictive forecasting are critical for their business. Some companies have the instrumentation to auto-charge customers as they exceed their contracted capacity, but many companies rely on reporting to identify consumption and try to determine which customers will over or under-consume by their renewal date. The Reef Consumption Forecast model tracks consumption, provides a consumption forecast at renewal expiration, and calculates the revenue impact of over and under-consumption.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate accelerated ARR growth by predicting over-consumption and actioning it early. Prevent churn risk from under-consumption
All customers with a specific consumption product or products
Account, Opportunity/Contract, Product, Consumption, Support, Marketing
Big Deal Pipeline
Reef analyzes your best customer expansions over the recent past to identify common traits among customers who expanded. Based on these learnings, Reef isolates current customers who share these traits and are likely to produce more growth pipeline that converts at a higher rate and closes at a higher rate for a higher sales price. Reef feeds targeted leads to Sales and Account Managers so your teams spend less time on trend identification and customer analysis. Instead, they can spend more time qualifying potential opportunities and growing customers.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity for large deal expansions
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Marketing
Consumption Forecast
For companies with consumption-based pricing, accurate consumption tracking and predictive forecasting are critical for their business. Some companies have the instrumentation to auto-charge customers as they exceed their contracted capacity, but many companies rely on reporting to identify consumption and try to determine which customers will over or under-consume by their renewal date. The Reef Consumption Forecast model tracks consumption, provides a consumption forecast at renewal expiration, and calculates the revenue impact of over and under-consumption.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate accelerated ARR growth by predicting over-consumption and actioning it early. Prevent churn risk from under-consumption
All customers with a specific consumption product or products
Account, Opportunity/Contract, Product, Consumption, Support, Marketing
Big Deal Pipeline
Reef analyzes your best customer expansions over the recent past to identify common traits among customers who expanded. Based on these learnings, Reef isolates current customers who share these traits and are likely to produce more growth pipeline that converts at a higher rate and closes at a higher rate for a higher sales price. Reef feeds targeted leads to Sales and Account Managers so your teams spend less time on trend identification and customer analysis. Instead, they can spend more time qualifying potential opportunities and growing customers.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity for large deal expansions
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Marketing
Product Cross-sell
The Product Cross-sell model enables you to find the best customers to target for successful product cross-sells. The model analyzes previous cross-sells and identifies targets that are likely to create more pipeline plus convert and close at a higher rate. Reef feeds targeted leads for potential cross-sell accounts to Sales and Account Management teams, saving them time and effort during the pipeline generation process.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity for product cross-sell expansion
All customers (all annual contract clients) without a specific product
Account, Opportunity/Contract, Product, Marketing
Product Upsell
For many companies, meaningful revenue growth comes from increasing the volume purchased or uplifting pricing for services and products of existing customers. Reef’s Upsell with Renewal Model analyzes customers to identify which customers are statistically most likely to upsell at the time of their renewal, based on the behaviors of other customers that were upsold to during their renewals. Reef enables your Sales and Account Management teams to proactively target customers with the right messaging for a potential upsell.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity to purchase more volume
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Support
Product Cross-sell
The Product Cross-sell model enables you to find the best customers to target for successful product cross-sells. The model analyzes previous cross-sells and identifies targets that are likely to create more pipeline plus convert and close at a higher rate. Reef feeds targeted leads for potential cross-sell accounts to Sales and Account Management teams, saving them time and effort during the pipeline generation process.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity for product cross-sell expansion
All customers (all annual contract clients) without a specific product
Account, Opportunity/Contract, Product, Marketing
Product Upsell
For many companies, meaningful revenue growth comes from increasing the volume purchased or uplifting pricing for services and products of existing customers. Reef’s Upsell with Renewal Model analyzes customers to identify which customers are statistically most likely to upsell at the time of their renewal, based on the behaviors of other customers that were upsold to during their renewals. Reef enables your Sales and Account Management teams to proactively target customers with the right messaging for a potential upsell.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity to purchase more volume
All customers (all annual contract clients)
Account, Opportunity/Contract, Product, Support
Tier Upgrade
For many companies, significant revenue growth comes from moving customers up tiers of product and service offerings. Reef’s Tier Upgrade model analyzes customers to identify which customers are statistically most likely to upgrade their tier if they are engaged proactively with the right message. Reef provides your Sales and Account Management teams with a focused list to proactively target customers who are ready to upgrade tiers of products or service.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity to purchase the next tier of product or service
All customers within a specific tier
Account, Opportunity/Contract, Product, Support, Marketing
Consumption Forecast
For companies with consumption-based pricing, accurate consumption tracking and predictive forecasting are critical for their business. Some companies have the instrumentation to auto-charge customers as they exceed their contracted capacity, but many companies rely on reporting to identify consumption and try to determine which customers will over or under-consume by their renewal date. The Reef Consumption Forecast model tracks consumption, provides a consumption forecast at renewal expiration, and calculates the revenue impact of over and under-consumption.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate accelerated ARR growth by predicting over-consumption and actioning it early. Prevent churn risk from under-consumption.
All customers with a specific consumption product or products
Account, Opportunity/Contract, Product, Consumption, Support, Marketing
Cross-sell With Renewal
The Cross-sell with Renewal model enables you to find the best customers to target for successful product cross-sells at the time of renewal. The cross-sell model isolates the customers statistically most likely to purchase the new product by analyzing previous cross-sells and identifying targets that are likely to create more pipeline plus convert and close at a higher rate. Reef equips your Sales and Account Management teams to proactively target customers with the right messaging leading up to their renewal date.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity for product cross-sell expansion
All customers (all annual contract clients) without a specific product (or products) with an upcoming renewal
Account, Opportunity/Contract, Product, Marketing
Upsell With Renewal
For many companies, meaningful revenue growth comes from increasing the volume purchased or uplifting pricing for services and products of existing customers. Reef’s Upsell with Renewal Model analyzes customers to identify which customers are statistically most likely to upsell at the time of their renewal, based on the behaviors of other customers that were upsold to during their renewals. Reef enables your Sales and Account Management teams to proactively target customers with the right messaging leading up to their renewal date.
TARGET REVENUE OUTCOME
CUSTOMER TARGETS
SAMPLE MODEL INPUTS
Generate incremental pipeline and revenue for accounts with the highest propensity to purchase more volume as part of an upcoming renewal cycle
All customers (all annual contract clients) with an upcoming renewal
Account, Opportunity/Contract, Product, Support
Reach out to our sales team for a demo today
Ready to get started?
Reach out to our sales team for a demo today
Ready to get started?
Reef.ai is an AI-powered customer data, scoring, and recommendation platform. Reef leverages machine learning to deliver Outcome-Based Scoring, AI-led customer scores optimized for specific revenue outcomes.