Unified intelligence driving productivity, retention, and portfolio-level health
Problem Statement
Signals indicating account health, risk, and growth are fragmented across product usage, support, financial data, and CRM. Customer Success reacts after escalation, expansion is discovered inconsistently, and prioritization is subjective and manual.
What's holding you back
Health metrics defined differently by every team
Can’t reliably join usage, support, and finance data
Don’t know which accounts safe, at risk, or ready
Upsell opportunities reactive
Dashboards exist but no one trusts numbers
What success looks like
Unified, trusted customer health score
Early identification of at-risk accounts
Clear prioritization of expansionready customers
Improved alignment between CS and Sales
Leadership visibility into portfolio health
How evolv helps
Creates canonical customer and account models with governed health metrics
Surfaces early-warning signals before escalation with explainable scoring
Aligns Customer Success and Sales around shared intelligence and clear prioritization