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Terret’s Virtual Revenue Fleet

Increases the productivity of renewal and expansion teams to maximize Net Dollar Retention.

Why companies struggle to efficiently manage renewal & expansion revenue

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Manual Processes

Customer Success teams spend excessive time on administrative tasks instead of building relationships and identifying expansion opportunities.

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Complex account management

Growing customer portfolios make it difficult to standardize renewal methodology and track expansion opportunities.

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Limited expansion visibility

Teams struggle to proactively identify and act on expansion signals from usage patterns, engagement data, and customer interactions.

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Resource constraints

Customer base growth outpaces CS team capacity, creating operational bottlenecks and missed revenue opportunities.

AI-driven precision for renewal & expansion forecasting

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Offload CS administrative work

Deploy AI Agents to handle renewal documentation, health scoring, and expansion tracking.

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Scale account management capacity

Enable CS managers to handle renewal documentation, health scoring, and expansion tracking in a fraction of the time.

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Proactively identify expansion opportunities

Focus on customers while Terret continuously monitors usage patterns and engagement metrics and flags growth opportunities.

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Streamline renewal workflows

Offload renewal workflows while ensuring consistent execution of CS methodologies across the organization.

HOW WE DO IT

Comprehensive Revenue Agents for Customer Success

Renewal and Expansion Agents

Streamline customer success workflows.

  • check-icon 1 Sales to CS Coordinator: summarizes all information captured during sales cycle related to implementation and deployment and tracks associated actions
  • check-icon 1 Expansion Coach: generates expansion strategy and surfaces next best action
  • check-icon 1 Account Researcher: analyzes customer usage patterns and business growth indicators
  • check-icon 1 Mutual Action Planner: coordinates multi-stakeholder renewal and expansion processes
Renewal Expansion
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Forecasting Agent

Anticipate future pipeline in real-time. 

  • check-icon 1 Roll up renewal and expansion forecast based on product, account and CS Manager
  • check-icon 1 Access revenue data from CRM, Customer Success, and product usage systems to achieve a unified view of revenue
  • check-icon 1 Generate precision forecasts using predictive models built specifically for renewal and expansion revenue
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Meeting Optimization Agents

Simplify call prep.

  • check-icon 1 Meeting Advisor: summarizes customer calls and researches meeting participants
  • check-icon 1 Agenda Planner: defines renewal review objectives and assembles customer success materials
  • check-icon 1 Call Assistant: summarizes customer success calls and extracts key retention and expansion topics
  • check-icon 1 Action Item Wrangler: documents new action items from sales processes, assigns owners and dates, and prioritizes and tracks progress
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Revenue Intelligence Agents

Surface insights for customer success optimization.

  • check-icon 1 Trend Finder: surfaces insights related to win rates, renewal propensity, and expansion potential
Conversation Analytics
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TERRET DIFFERENCE

Why customer success teams choose Terret

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Complete renewal and expansion lifecycle

Handle every aspect of post-sale revenue from onboarding through expansion.

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Scalable customer success operations

Support growing customer bases without proportionally increasing CS headcount.

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Integrated revenue operations

Connect customer success activities with sales, marketing, and finance.

Terret took our CS forecasting from a 5% margin of error to less than 1% as we near the end of the quarter. This precision makes a huge difference in our NDR predictions.
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Paul Staelin

Chief Customer Officer

I’ve asked my team to build a next-generation GTM function. Terret has been an invaluable tool in service of this objective.
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Marjorie Janiewicz

Global Head of Revenue

Terret has become an integral part of our sales motion because they’ve done a superior job of addressing the full scope of my revenue team’s responsibilities.
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Jeff Perry

CRO

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See how customer success teams achieve:

• 45% reduction in administrative time for CS managers

• 35% increase in expansion opportunities identified per account

• 25% improvement in renewal rate predictability

• 50% larger customer portfolios managed per CS team member

Request a Demo