Customer Lifecycle Management

Retain and Expand Accounts with Connected Intelligence

Align Sales, Account Management, and Customer Success around every account. Streamline the entire customer lifecycle, from onboarding to renewal, with AI agents and intelligent workflows that drive predictable growth, long-term retention, and deeper customer relationships.

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Ensure Success from Day One

Deliver seamless post-sale experiences that build trust and drive long-term success through automated handoffs and consistent onboarding.

Identify and Mitigate Risk in Accounts

Stay ahead of churn by surfacing early risk signals and triggering proactive engagement with at-risk accounts.

Maintain Deep Customer Relationships

Strengthen customer confidence with timely, personalized touchpoints that support renewals and long-term partnerships.

Gain Insights to Boost Account Growth

Unlock expansion opportunities with AI-driven signals and coordinated account plays that turn relationships into revenue.

Outreach is allowing us to strategically build out (our) group to be one of the top producing business units down the line.

Cari (Olson) Robinson

Sr. Manager - Sales Development and Expansion

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Sales, Marketing, Rev Ops and Customer Success teams trust Outreach

Account onboarding

Streamline handoffs between Sales and Success with Smart Account Plans that centralize key details and goals. Coordinated workflows eliminate redundancy and keep teams aligned on driving long-term customer retention.

Customer lifecycle and renewal

Automate renewal milestones and surface early signals that help teams proactively manage account health. With Kaia’s real-time insights and guided responses, reps can reinforce value, handle objections, and close renewals with confidence.

Customer health and churn mitigation

Monitor usage trends and engagement shifts across accounts with real-time visibility. Revenue Agent and automated alerts trigger timely follow-up, helping teams re-engage at-risk customers and prevent churn proactively.

Upsell and cross-sell

Uncover expansion opportunities with Smart Data Enrichment that surfaces buying signals and ideal timing. Coordinated outreach and shared visibility across teams turn customer potential into predictable revenue growth.