Entity

Customer

A customer is a person or business that purchases services or products and serves as the central relationship entity for locations, equipment, service history, billing, memberships, and service agreements.

Products that process this

Here are products that process customers.

All of our products are designed to provide value to one person in your company each time it runs. Here are products that run off of a customer.

PR-4103

Defector Detector

for the membership coordinator

Every week, Defector Detector reads through a company's recurring-service customers and scores each account for signs it is heading toward cancellation: failed payments, repeated complaints, missed visits, and what the route technician wrote down. The accounts that look at-risk come to the Membership Coordinator in a short brief. Each brief shows which signs showed up and suggests a way to keep the account, such as a direct call, a rate review, or a service check-in. The coordinator reads it, takes the step, and notes what happened. That note stays on the account. When the company's field service system is connected, the brief is built from the records already in it, and the outcome is written back.

90 rivets / customerOpen →