Overview

Staircase.ai is a customer intelligence platform that analyzes customer data to uncover insights. The platform captures data from sources like email, tickets, messages, calls, meetings, and product usage. It then automatically detects signals to identify churn risks, growth opportunities, health scores, sentiment, and more in real-time. Users can take action directly within Staircase.ai to respond to any issues or opportunities uncovered.

Key Features and Benefits

Staircase.ai offers the following key features and benefits:

Predict and Prevent Customer Churn

• Uses AI to analyze all customer signals and accurately predict potential churn risks
• Alerts users automatically whenever there is a churn risk detected
• Enables users to proactively retain at-risk customers

Discover Growth and Expansion Opportunities

• Identifies upsell and expansion opportunities within existing customer base
• Quantifies the expansion potential to focus efforts on largest opportunities
• Provides alerts and signals when good expansion opportunities arise

Boost Productivity and Team Efficiency

• Automates manual data collection and analysis to save teams significant time
• Surfaces insights instantly instead of users hunting through data
• Allows users to spend time acting on revenue opportunities versus administrative work

360° Data Warehouse for Visibility and Control

• Directly connects and syncs data from all customer channels (email, chat, calls etc.)
• Acts as a single source of truth across an organization's entire customer data landscape

Hands-Free Health Scores

• Automatic health and sentiment scoring of customers based on analysis of data signals
• Saves time spent trying to manually gauge customer health
• Enables easy prioritization based on health and focus resources appropriately

Use Cases and Applications

Staircase.ai can power a variety of use cases and applications:

Customer Intelligence

Staircase serves as a customer intelligence platform to surface insights that identify risks, issues, and opportunities. It eliminates gut-feel decision making through data.

Revenue Operations

Teams leverage Staircase to uncover expansion potential within existing customers and prevent revenue loss from churn. This allows focusing time on the highest value activities.

Governance and Oversight

Executives use Staircase to gain visibility into the health of revenue operations. Automatic alerts provide visibility into risks for key accounts or systemic issues.

Sales Enablement

Sales teams use data from Staircase to guide conversations with customers and identify new potential opportunities to discuss.

Who is it For?

Staircase.ai serves various personas across revenue teams:

Customer Success Leaders

Leaders use Staircase to ensure teams work efficiently, follow best practices, and focus on accounts with highest revenue potential.

Customer Success Managers

CSMs use Staircase to stay on top of customer health, guide interactions, surface insights, and quantify expansion potential.

Sales Leaders

Sales leaders leverage Staircase to enable reps, demonstrate ROI of customer success, and align around renewal and expansion goals.

Professional Services

Services teams use data from Staircase to guide customer engagements and identify opportunities to increase services revenue.

Pricing and Plans

Staircase.ai offers customized enterprise pricing plans based on specific use cases and data volumes. Contact the sales team below for pricing details.

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Support

Staircase.ai provides the following support channels:

• Email and in-app messaging
• Phone and chat support
• Online knowledge base
• Interactive onboarding and weekly training

Integrations

Staircase.ai connects with the following data sources:

• Communication: Gmail, Slack, Microsoft Teams, etc.
• CRM: Salesforce, HubSpot, Monday.com, etc.
• Support: Zendesk
• Analytics: Mixpanel, Amplitude, etc.
• Calls: Gong, Chorus, etc.

It also offers a developer API to build custom integrations.

Resources

Helpful Links:

• Customer Stories
• Blog
• Free Churn Analysis Report