Everyone's renewal data is rough, and Atlas handles this by defining what 'renewal-ready data' looks like and resolving gaps jointly rather than treating them as a showstopper. Listen
Grant cites constant changes of Salesforce instances and CRMs, and multiple conflicting versions of what a customer owns across systems. Atlas compares the customer's data with its own definition of renewal-ready data and decides with the customer how to close the gaps. Clean data matters both for the agent's value-based engagement with customers and for giving the human rep the right context.
“What I would say is we understand what renewal ready data looks like.”
Listen to the episode Episode Retention & customer success Link to this Report a problem
From Can AI Really Manage Your Entire Renewal Book? ft. Grant Clarke (Gainsight)).