Continuous customer health scanning
The growth and loss engine compares each account against its own history — order interval, basket width, value trend, payment reliability — and raises a signal with the estimated value at risk.
AI CRM
An AI CRM that notices the customer going quiet
Revenue rarely disappears in one event. It leaks: a good account stops ordering, a quotation expires unfollowed, a complaint stays open, credit exposure creeps up. Salforce AI scans for those patterns every day.
Signals become owned actions
Each signal gets an action owner, a deadline and an escalation path, so it is closed with a result rather than acknowledged and forgotten.
Positive signals too
Strong coverage, recovered accounts and above-pace performance trigger appreciation and certificate actions, not just warnings.
Frequently asked questions
Are the alerts configurable?
Yes. Rule thresholds, severities and owners are managed in the Rule Book by authorised management.
Will managers be flooded with alerts?
Signals are ranked by value and severity, and low-level items stay with the salesperson until escalation rules promote them.