Purpose
1.2. Automate identification of high-risk segments and instantly automate retention outreach.
1.3. Automator engine for scheduling, targeting, and personalizing automated retention offers.
1.4. Automatedly integrate decision logic to trigger retention campaigns across voice, SMS, email, and push.
1.5. Automate data sync between CRM, billing, and marketing automator systems for unified churn insights.
Trigger Conditions
2.2. Identify negative NPS/CSAT scores via automated feedback analyzers.
2.3. Trigger automation when contract expiry or port-out request detected.
2.4. Automate workflow if late payment or frequent complaints logged.
2.5. Automated combinations of demographic, account, and support signals.
Platform Variants
• Feature: Einstein Analytics; Setting: Automated churn prediction model, triggers workflow rules on 'Churn Risk = High'.
3.2. Twilio
• Feature: Programmable SMS; Setting: Automate retention SMS via API "Messages.create", to segmented high-risk customers.
3.3. SendGrid
• Feature: Marketing Campaigns; Setting: Automated campaign triggers using API "POST v3/marketing/singlesends/schedule".
3.4. HubSpot
• Feature: Workflows; Setting: Automate retention emails to contacts with churn risk, trigger: contact property ‘churn risk’.
3.5. Microsoft Power Automate
• Feature: Automated flows; Setting: Integrate Dynamics 365 churn fields to trigger multi-channel actions.
3.6. Google Cloud Vertex AI
• Feature: AutoML Tables; Setting: Automated churn model triggers Pub/Sub to retention logic.
3.7. AWS SageMaker
• Feature: Model endpoints; Setting: Automated inference, Lambda triggers retention API.
3.8. Zendesk
• Feature: Triggers; Setting: Automate ticket creation if high-risk detected, notify retention team.
3.9. Mailchimp
• Feature: Customer Journeys; Setting: Automated emails triggered by churn risk tags via API.
3.10. Intercom
• Feature: Automated Chats; Setting: Send targeted retention messages if risk score updated.
3.11. Tableau
• Feature: Automated Data Alerts; Setting: Alert sales if churn metrics breach threshold.
3.12. Segment
• Feature: Event Tracking; Setting: Automate event trigger pipeline for churn indicators.
3.13. Braze
• Feature: Campaign Automation; Setting: Retention push notification flows via API trigger.
3.14. Marketo
• Feature: Smart Campaigns; Setting: Churn segment triggers automated offers.
3.15. Freshdesk
• Feature: Automations; Setting: Alert agents for automated retention call.
3.16. Pipedrive
• Feature: Workflow Automation; Setting: Automate activity if deal flagged with churn probability.
3.17. Oracle Eloqua
• Feature: Program Canvas; Setting: Automatedly triggers retention emails from churn signals.
3.18. Qualtrics
• Feature: XM Directory; Setting: Automated retention flow for negative CSAT/NPS via workflow.
3.19. Zoho CRM
• Feature: Blueprint automation; Setting: Retention path triggered if ‘risk’ stage reached.
3.20. Slack
• Feature: Workflow Builder; Setting: Automated Slack alert on churn lead for sales, via webhook.
Benefits
4.2. Automatedly speeds up retention outreach, reducing churn rate.
4.3. Unifies automatable customer data for deeper insights.
4.4. Automates multi-platform communication, increasing retention offer reach.
4.5. Enables automated tracking and refinement of retention campaign effectiveness.