The Customers agent tracks account health and expansion.
It reads your CRM and the product events, flags the accounts that slip and drafts a plan for the ones ready to grow. Your team approves the plan.
Every account scored, the slipping ones flagged.
Account health
It scores every account for health, usage and reorder rhythm. Accounts that slip against last quarter are flagged for your team.
Expansion signals
It reads the signs that an account is ready to grow, like an earlier reorder or a new site. The ones ready now come to you as an expansion plan.
Where the growth comes from
It shows how much of your revenue rests on your top accounts. When growth gets concentrated, it says so, and where to expand next.
The account notes
Each run updates the account notes with what changed. The record stays current, and nobody has to write it up.
Expansion plan
Twelve accounts show strong expansion signals. These six are ready now.
- Fairfield Group24.1kReordering two weeks earlier than last quarter.
- Halvern Retail19.8kAdded two sites in August.
- Brightwater Foods16.2kAsked about the winter range twice.
- Pemberton and Co12.4kSteady growth, no complaints on file.
- Locke and Meyer9.6kTheir reorder rhythm shortened.
- Ardley Supply7.1kNew buyer, browsing the catalogue.
Runs in your cloud.
From your CRM to your team, inside your own AWS account.
- Salesforce
- Product events
- Flagged accounts
- Account notes
- Expansion plan
Read-only access
Your systems stay where they are. You grant the access, and you can revoke it at any time.
Your team decides
The agents draft and flag. Nothing changes until someone approves it.
On the record
Every action the agents take is logged in your own CloudTrail.
Six agents, working on your account.
- FinanceWatches cash, payables and collections.NetSuite, Stripe, the bank feed, Shopify
- CustomersTracks account health and expansion.Salesforce and the product events
- OperationsAnalyses delivery and inventory risk.Inventory and orders
- SecurityWatches identity, access and configuration.CloudTrail and Config
- StrategyFollows the market and your price position.The market feed
- Data qualityChecks that the numbers everyone else uses are sound.Every connected source