Customers now expect DaaS vendors to provide "agentic AI" that automates and orchestrates the entire workflow—from data integration to delivering actionable intelligence. The vendor's responsibility has shifted from merely delivering raw data to owning the execution of a business outcome, where swift integration is synonymous with retention.

Instead of waiting for customers to churn, use AI to monitor key engagement metrics in real time (e.g., portal logins, link clicks). When a user shows signs of disengagement, trigger a personalized, automated nudge via SMS or email to get them back on track before they are lost.

AI can analyze a customer's support history to predict their behavior. For instance, if a customer consistently calls about shipping delays, an AI agent can proactively contact them with an update before they reach out, transforming a reactive, negative interaction into a positive customer experience.

Instead of viewing them as separate efforts, businesses should link customer retention and acquisition. By unifying data to better re-engage existing customers via owned channels like email and SMS, brands increase lifetime value. This, in turn, reduces the long-term pressure and cost associated with acquiring entirely new customers.

The current AI hype cycle can create misleading top-of-funnel metrics. The only companies that will survive are those demonstrating strong, above-benchmark user and revenue retention. It has become the ultimate litmus test for whether a product provides real, lasting value beyond the initial curiosity.

When sales teams hit quotas but customer churn rises, the root cause is a disconnect between sales promises and operational reality. The fix requires aligning sales, marketing, and customer service around a single, unified strategy for the entire customer journey.

As multi-year deals become less common, focus is shifting heavily to post-sales. Companies are investing in strengthening these teams' skills and rethinking their entire post-sales strategy, recognizing that retention and human relationships are more critical than ever.

The most practical channel use of AI isn't a futuristic tool, but enabling partners to analyze supplier-provided data. By feeding partners data via APIs, suppliers empower them to use their own AI tools to identify customer trends and make smarter, faster decisions.

A primary reason for B2B churn is when your key contact at a client company leaves. Proactively monitor their LinkedIn profile. When they change jobs, immediately engage their old team to onboard their replacement and contact the champion at their new company to sell them again.