Focus retention efforts
Review risk indicators and their drivers, identify customers needing attention and choose an appropriate retention response.
Connect CVM
AI-powered customer value management
Understand customer value. Choose the right next step.
Turn customer data into clear priorities and recommendations with reasons. Find growth opportunities and churn risks, choose suitable actions and offers, and measure the impact of your campaigns.
- Customer intelligence
- Next best action
- Campaign measurement
Connect CVMCustomer intelligence
CustomersRecommendationsCampaigns
The Connect CVM decision journey
Data → recommendation → campaign → measurement
Customer intelligenceNext best action
Which customers should I follow up with today?
Review risk and opportunity indicators, then choose the right action.
From decision to campaign
Review the decisionAction and offer with reasons
Campaign review and approval
Response and impact measurement
Value for your business
Clearer priorities for every customer relationship.
Connect analysis, recommendations and campaigns to help account management, marketing and analytics teams act on evidence.
Find opportunities to grow value
Identify upsell, cross-sell and renewal opportunities and connect them to eligible offers with reasons for their selection.
Measure campaign impact
Track responses and conversions, and compare results with holdout groups to evaluate incremental impact and return beyond message counts.
Connect CVM capabilities
Turn accumulated data into decisions you can follow.
Business metrics are computed from data, explanations are grounded in evidence and your team retains approval over actions and campaigns.
Customer data in context
Import customer and transaction CSV files with field mapping and provenance to create a traceable foundation for analysis.
- Customer and transaction imports
- Field mapping and source provenance
- Updates with duplicate handling
Value, risk and growth intelligence
Read customer value and growth indicators, with churn assessments once the assessment service is configured. Follow historical changes to see what improves and what needs attention.
- Customer value and growth indicators
- Risk assessment and drivers from available facts
- Historical metrics and trends
Segments you can understand
Build audiences from inspectable rules so teams can understand why customers qualify. Use customer type, sector, value and behaviour indicators.
- Reviewable segmentation rules
- Customer-type and sector segments
- Audiences linked to a campaign objective
Next best action and offer
Review upsell, cross-sell, retention and renewal recommendations, with eligible offers selected from your library and reasons for the fit. Accept, reject or defer an action.
- Recommendations with evidence and reasons
- Offer selection from your library
- Recorded team decisions and follow-up
Campaigns reviewed before launch
Choose an audience, prepare message variants and run A/B experiments before approval. Configured AI assists with drafts; email and WhatsApp delivery require connected providers.
- Audiences, variants and A/B experiments
- AI-assisted message drafting
- Launch approval, marketing consent and opt-out enforcement
Measurement and response memory
Record accepted, rejected and ignored contacts, then measure conversions, incremental impact and return. When recorded campaign outcomes exist, show response probabilities and compare predictions with actual results.
- Campaign-response memory per contact
- Holdouts, attribution and ROI measurement
- Response probabilities grounded in recorded outcomes
A copilot to prepare the next step
The Connect CVM copilot helps prepare campaign drafts, segments and team call tasks for review. Proposed actions need human approval, while call-centre tasks record the employee's follow-up and outcome.
- Campaign and segment preparation
- Proposed actions with human approval
- Call-task queues and team follow-up
Analysis grounded in facts
Numeric metrics are computed from data. The risk and offer-fit assessment service receives factual context with customer names and contact details removed, keeping recommendations tied to a reviewable basis.
- Separate metric calculation from explanation
- Assessment facts without names or contact details
- Roles and recorded decisions and actions
Where it helps
Suitable decisions across the customer relationship.
For businesses with customer and transaction data that want more relevant account follow-up and marketing.
Account managers
Start with ranked priorities: who needs attention, why an action is suggested and which step you can accept, defer or reject.
Retention and renewal
Review risk drivers and relationship changes, then choose a follow-up, retention or renewal action suited to the customer.
Upsell and cross-sell
Identify customers eligible for relevant offers, understand the selection reason and direct outreach toward suitable opportunities.
Marketing, analytics and management
Build explainable audiences, test messages and compare response, impact and return to inform the next decision.
Getting started
Start with your data. Reach a measurable next step.
Agree on objectives, data and offers before configuring analysis and campaigns.
Review objectives and data
Define the challenge: retention, renewal or customer value growth. Review available customer and transaction data and its quality.
Configure metrics and segments
Map fields and configure segmentation, offer libraries and recommendation rules for your business.
Review recommendations and prepare outreach
Your team reviews reasons and offers, then selects audiences, messages and configured channels before approval.
Measure and improve decisions
Follow responses, outcomes and metric changes, and compare campaign impact to inform the next cycle.
Common questions
Before you start with Connect CVM.
Data quality and a clear objective are the starting point for a demo and setup.
What is customer value management?
It means understanding the value of customer relationships, opportunities to grow them and risks of losing them, then choosing an action and following its result. Connect CVM brings together data analysis, segmentation, recommendations, campaigns and measurement.
What data do we need?
We review your available customer and transaction data, which can be imported through CSV with field mapping. The objective and data quality determine which metrics and recommendations are useful. Recorded campaign outcomes support response analysis later.
Does it explain its recommendations?
Yes. Recommendations include reasons and customer evidence. Business metrics are computed from data and explanations are grounded in those metrics, allowing your team to review the decision and record its action.
Are campaigns sent without approval?
Campaigns are reviewed and approved before launch. Live delivery requires a configured provider. Marketing consent, withdrawal and unsubscribe status are checked before each send.
How does Connect CVM measure campaign success?
It follows responses and conversions and uses holdouts and attribution to evaluate incremental impact and return. Response probabilities require recorded campaign outcomes; they are estimates rather than guaranteed results.
Does it support Arabic?
Yes. Arabic is a primary product language, with English support for account management, analytics and marketing teams.
Make customer data the start of a clear next step.
Tell us about your customer base and objective. We will arrange a Connect CVM demo around the analysis, recommendations and campaigns that matter to your team.