DataAgentsStop pulling reports.
Start running the book.
DataAgents stitches the product, billing, support, and CRM signals into one governed health score per account and pushes the next move into the CSM's Slack before the QBR is on the calendar.
The four moves
your CSMs keep skipping.
Not because they are lazy, because the data lives in 7 tools, and rebuilding the picture for every account, every week, never makes the calendar.
Spot the silent decline.
Logins down, feature usage flat, support tickets up, NPS quiet. The platform fires the alert before the renewal call gets weird.
Prep the QBR in 4 minutes.
Auto-generated brief: usage trend, top 3 expansion vectors, blockers from support, and the recommended ask, all governed.
Hand-off without losing context.
Onboarding to CSM, CSM to renewals, CSM to support. The same governed account thread carries every previous answer.
One score, defensible.
Same number, every system.
Bring your top 10 risk accounts.
We'll fire the playbooks live.
Sandbox connection to your CRM and product analytics. The walkthrough ends with three drafted actions in your Slack.