Solutions for Customer Success Teams
Spot churn before it happens. Grow accounts you’d have missed. Do it all without waiting on anyone.
Customer Success lives and dies by the data — which accounts are healthy, which are at risk, which are ready to expand. But getting to that data without a SQL query or an analyst in the loop has always been the problem. DataAssist gives every CSM, manager, and CCO instant answers from their customer data, in plain English, right inside ChatGPT or Claude.
The accounts you lose are the ones you didn’t see coming.
In Customer Success, timing is everything. A churn signal spotted two weeks early is a save. The same signal spotted the day before renewal is a loss. But for most CS teams, getting a real-time view of account health means filing a data request, waiting days for a report, or spending hours in a spreadsheet. By the time the picture is clear, the window to act has already closed. DataAssist gives every member of your CS team instant, plain English access to the customer data they need — so they can act early, every time.
⚠️ Too late to act
Most churn signals exist in the data weeks before renewal — but aren’t visible to CS teams until it’s too late to intervene
🕐 Hours per QBR
Spent manually pulling together account health data, usage metrics, and renewal info that should take minutes
💰 Expansion missed
Upsell signals buried in usage data never surfaced to the CSM who could act on them
Every Pain. Solved.
Every Customer Success data problem. Solved.
From churn prevention to expansion spotting — DataAssist gives your CS team the data intelligence they need, instantly.
⚠️
No quick visibility into which accounts are at risk of churning
✕ The old way
Identifying at-risk accounts means pulling usage data, cross-referencing it with contract dates, checking support ticket history, and doing it all manually. It takes hours — and it usually only happens once a quarter when someone has time.
✓ With DataAssist
Ask “Which accounts have had less than 20% product usage in the last 30 days and are renewing within 90 days?” — get a precise, prioritised list in seconds. Spot risk early. Act before the window closes.
📉
By the time churn signals are visible, it’s already too late
✕ The old way
Churn signals — declining logins, dropped usage, unanswered check-ins — exist in the data long before a customer decides to leave. But without real-time data access, those signals only become visible in a weekly report or quarterly review. By then, the decision is already made.
✓ With DataAssist
Monitor account health daily in seconds. Ask “Which accounts have had a significant drop in usage compared to the previous 30 days?” and catch the early warning signs while there’s still time to turn things around.
🔍
Hard to track product usage or engagement data without SQL
✕ The old way
Usage data lives in a database. Getting meaningful answers out of it — who logged in, when, how often, which features they used — requires SQL that most CSMs can’t write. So you ask the data team. And wait.
✓ With DataAssist
Connect your usage database or CSV export and ask in plain English. “Show me the top 10 accounts by feature adoption in the last 60 days” — answered in seconds, no SQL, no data team required.
📋
Health scores and QBR prep takes too long to pull together
✕ The old way
Preparing for a QBR means pulling usage data, renewal dates, support history, and engagement metrics from multiple places, stitching them together in a spreadsheet, and spending half a day on prep that should take 20 minutes.
✓ With DataAssist
Ask “Give me a summary of account health, usage trends, and open support tickets for [Account Name] over the last 90 days” and walk into your QBR fully prepared — in minutes, not hours. Every time.
🚀
Can’t easily spot upsell or expansion opportunities in the data
✕ The old way
Expansion revenue is hiding in your usage data — accounts hitting usage limits, teams adopting features beyond their current tier, power users who’d benefit from an upgrade. But spotting them requires analysis most CS teams don’t have time to do manually.
✓ With DataAssist
Ask “Which accounts are consistently using more than 80% of their query allowance each month?” — surface expansion opportunities before your customers even ask for them. Turn data into revenue.
🔄
Relying on other teams to pull account-level data
✕ The old way
Need account usage stats? Ask the data team. Need renewal dates cross-referenced with engagement scores? Ask IT. Every account-level question creates a dependency, a delay, and a gap between what you know and what you need to know.
✓ With DataAssist
Every CSM gets their own direct line to customer data. Ask any account-level question, get the answer instantly — without creating work for anyone else or sitting in another team’s queue.
Real Questions. Instant Answers.
Here’s what your CS team will ask DataAssist from day one.
If you can type it, DataAssist can answer it. No SQL. No data team. No waiting.
💬
“Which accounts haven’t logged in at all in the last 14 days?”
💬
“Show me all accounts renewing in the next 60 days with usage below 30%.”
💬
“Which customers have raised more than 3 support tickets in the last month?”
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“What’s the average product usage across our enterprise tier accounts this quarter?”
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“Which accounts have increased their usage by more than 50% in the last 90 days?”
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“How many customers moved from onboarding to active status this month?”
Built for Your Whole CS Organisation
Built for every level of your Customer Success organisation.
From individual CSMs to the CCO — everyone gets the account intelligence they need, when they need it.
🎯
Customer Success Managers
Know every account deeply — without the manual work.
Walk into every customer call fully briefed on usage, health, and history. Spot risks before your customer mentions them. Surface expansion opportunities before they go to a competitor.
📋
Head of Customer Success
Run a proactive team, not a reactive one.
Get a real-time view of your entire portfolio’s health. Identify which CSMs need support, which accounts need escalation, and where expansion opportunities are being missed — without waiting for a weekly report.
📈
VP & Chief Customer Officer
Protect NRR. Grow it.
Track churn risk, renewal health, and expansion pipeline across your full customer base at any point in the quarter. Walk into board meetings with precise retention and growth numbers — not estimates.
What CS teams are saying
“Before DataAssist, our QBR prep took half a day per account. Now I ask a few questions before the call and I’m done in ten minutes. I actually spend my time on the call itself instead of preparing for it.”
— Marcus L., Senior Customer Success Manager · B2B SaaS Company
Your data. Fully protected.
🔐 Encrypted at rest & in transit
🏢 Multi-tenant data isolation
📋 Full audit log of every query
🔑 Your data, your control
Your data is never stored on our servers or shared with anyone.
Ready to give your CS team instant visibility into every account?
Stop reacting to churn. Start preventing it.
No SQL. No manual data pulls. No waiting on other teams. Start free — no credit card required.