Win the Battle Against Churn with Churn Assassin’s Account Heatmap

Customer Success Managers (CSMs) are the heroes who help keep customers happy and often times the frontline in preventing them from leaving. They build relationships, understand customer needs, and make sure clients see the value in their products. But even heroes need the right tools to succeed—that's where Churn Assassin's Account Heatmap comes in. After all, what kind of hero doesn't need a cool gadget to save the day? This tool helps CSMs stay organized, focus on what matters most, and make a bigger impact on keeping customers. The Account Heatmap has been rolled out to all customer and trial accounts. Here's how the Account Heatmap helps CSMs reduce churn and create happy customers.

Gaining a Clear, Actionable View of Account Health

CSMs have a lot on their plate. It’s easy for at-risk accounts to slip through the cracks. Ever feel like you're spinning plates while riding a unicycle? The Account Heatmap acts as their sidekick, helping them keep tabs on every client account with ease.

This powerful tool categorizes accounts into three risk levels—Low Risk, Normal Risk, High Risk, plus a Trending Down category. With a simple glance, CSMs can immediately identify which clients need attention. The heatmap’s color-coded display makes it easy to spot accounts at risk, empowering CSMs to act swiftly and decisively. It’s an extra set of eyes ensuring no account is left behind.

Prioritizing Accounts with Purpose

We all know some accounts need more attention than others. Figuring out where to focus can be challenging. That’s why the Account Heatmap includes search and filtering options that allow CSMs to locate specific accounts or focus only on high-risk or trending-down clients.

This feature gives CSMs the power to prioritize, keeping them in control of their day and workflow. It’s as if the Account Heatmap says, “We’ve got the data sorted for you; now you can focus on saving the accounts that matter most.”

Access to Essential Account Details at a Glance

The Account Heatmap also provides important details for each account, like renewal dates, annual revenue, and history. These insights help CSMs customize their outreach effectively. Isn't it easier when everything you need is right in front of you?

With this feature, CSMs can see an account’s renewal probability at a glance and make informed decisions on the fly.

• Need to prioritize high-value clients nearing renewal? Done.
• Want to focus on accounts showing a decline in engagement? Easy.

The Account Heatmap gives CSMs the information they need without wasting time on data searches.

Staying Organized with Kanban-Style Account Management

CSMs are natural multitaskers, but even the best need an organized workflow to keep up with the demands of their role. The Account Heatmap can also be displayed in a Kanban-style view,  acting as a digital organizer, making it easy to track each account’s status and see how client relationships are progressing.

 

Organized,  Kanban-Style

The kanban layout keeps everything in one place, allowing CSMs to focus on what they do best: connecting with customers and ensuring their satisfaction.

What CSMs Like Most About the Account Heatmap

• Clear Focus on High-Impact Clients: Categorizes accounts by renewal likelihood to help CSMs prioritize where they can make the biggest difference.

• Proactive Engagement: The Trend-Down category helps CSMs act early and reach out to clients who may be disengaging.

• Efficient Workflow: Kanban view and filtering options help CSMs organize their workflow and find the information they need quickly.

• Reduced Mental Load: Provides a simple, visual tool to help CSMs manage multiple clients effectively without feeling overwhelmed. Picture a CSM responsible for managing hundreds of client accounts. Each day, they’re tasked with ensuring these clients remain engaged and satisfied with the service. Without a tool to help identify which clients are at risk, valuable accounts could slip away unnoticed.

Conclusion

The Account Heatmap, along with our other purpose built features in Churn Assassin, helps CSMs quickly find high-risk accounts and take timely action, whether it's a check-in, extra training, or a custom plan. It supports CSMs in leading confidently, ensuring clients see value and reducing churn effectively.

Ready to be the hero in your own customer success story? Try Churn Assassin’s Account Heatmap and experience a new level of focus in your mission to retain customers and drive growth. Not yet a customer? Sign up for a 30 day free trial. You can be up and running in 2 minutes.