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Telvanta
RETAIN CUSTOMERS

Customer health tracking
that helps you act early

and retain customers.

Get a real-time view of customer health, understand what drives it, and take proactive action before small issues become churn.

A Customer Health Overview console filtered to All Workspaces for May 1 – May 31, 2024, showing an Overall Health Score of 78 rated Good and up 12 pts, a Health Distribution donut reading 42% Healthy, 38% At Risk and 20% Critical, a Health Score Trend line climbing to 78 across May, and an At Risk Customers table listing EduTech Solutions at 42, UrbanShop Nepal at 58 and Smart Retail Pvt. Ltd. at 61 with their top risk factors, last activity and a View & Act button on every row.

The impact of healthy customers

Higher RetentionHealthy customers stay longer and churn less.
More RevenueDrive expansions, upgrades and repeat purchases.
Lower Support CostsPrevent issues before they become tickets.
Stronger RelationshipsBuild trust with proactive, data-driven engagement.

Trusted by growing businesses

10K+Businesses50M+Conversations / Month
99.99%Platform Uptime4.8/5 from 500+ reviews

Customer health tracking from Telvanta.ai gives us the visibility to act early, reduce churn and grow our customer lifetime value.

Sandeep K.Head of Customer Success,FinEdge Nepal

How customer health tracking works

1. Collect Signals

We collect data from product usage, engagement, support, billing and more.

2. Calculate Health Score

AI analyses multiple signals and assigns a real-time health score to each customer.

3. Identify Risks & Opportunities

Detect at-risk customers and growth opportunities with clear insights.

4. Take Action

Get recommended actions and automate outreach to customers.

5. Improve & Retain

Track outcomes, improve health scores and retain more customers.

Powerful capabilities to understand and improve customer health

Multi-signal Health Score

Combine multiple data points to get a 360° view of customer health.

Product UsageEngagementSupport TicketsBilling & PaymentsPlan & Features
…and more

Real-time Dashboards

Monitor health at account, workspace and segment levels.

Health Score TrendLast 30 Days
View dashboard

Risk Factor Analysis

Understand what’s hurting customer health and prioritise actions.

Top Risk Factors
Low feature usage38%No login in 7+ days20%Payment overdue16%Low engagement12%High support issues4%
View insights

Automated Alerts

Get instant alerts for at-risk accounts and important changes.

Health score droppedNo activity for 7 daysPayment overdueUsage significantly low
Setup alerts

Recommended Actions

AI suggests the best next actions to improve health and engagement.

Suggested Actions
Send re-engagement emailOffer usage tipsSchedule success callOffer incentive
View all actions

Track Outcomes

Measure the impact of your actions and continuously improve.

Health Score Improvement+18 ptsvs last 30 days
View reports

Use cases for customer health tracking

Prevent Churn

Identify at-risk customers early and take action to prevent churn.

Increase Adoption

Find customers not using key features and drive product adoption.

Grow Revenue

Spot expansion opportunities and increase account value.

Improve Engagement

Re-engage inactive customers with personalized and timely outreach.

Optimize Success Efforts

Focus your team’s time on customers who need it most.

Data-driven Decisions

Make smarter decisions with accurate health insights and trends.

Why it matters

Up to30%

Lower Churn

Proactive action can reduce customer churn by up to 30%.

Up to25%

Revenue Increase

Healthy customers are up to 25% more likely to expand.

85%

Issues Resolved Early

Catch and resolve issues before they impact retention.

2X

Higher Retention

Companies using health scores see up to 2X higher retention.

Lower Costs

Support & Success

Reduce support volume and improve team efficiency.

Stronger Loyalty

Healthy customers are more loyal and become your best advocates.

Understand. Act early. Retain more.

Track customer health in real-time and take proactive actions that keep your customers successful and loyal.