Use caseCustomer success

Catch customer risk while there is still time.

Compass brings support, product usage, account, renewal, and warehouse context into the channels where customer teams already coordinate.

Salesforce
Salesforce
Pylon
Pylon
Segment
Segment
Snowflake
Snowflake
Renewal risk
Brittany Chen

Brittany Chen

@compass Which accounts have rising ticket volume before renewal?

Turn scattered customer signals into earlier action.

Renewal risk, onboarding drop-off, support spikes, and account health stay in one thread while the team can still intervene.

Pylon

Pylon

P1 tickets

Salesforce

Salesforce

42 days to renew

Segment

Segment

usage drop

#renewal-riskSlack
Brittany
Brittany
@compass Which renewal accounts have rising ticket volume and falling usage?

Risk signals before the escalation

Spot the account that looks fine in CRM but is getting louder in support and quieter in product.

Support, usage, and account context together

Compass brings curated ticket, usage, CRM, renewal, and warehouse context into one answer path.

#qbr-prepSlack
Ryan
Ryan
@compass What changed for Atlas Bio since the last QBR?
See all steps
Load skillMetric definitions
Search datasets5 matches
Run SQL query3 tables

Curated context

WAU = users with a core workspace event in the trailing 7 days. Login-only activity is excluded.

PRODUCT.WEEKLY_ACTIVE_USERSSQL
with wau_events as (
  select user_id,
         date_trunc('week', event_time) as week
  from product_events
  where event_name in ('project_created',
    'query_run', 'teammate_invited',
    'shared_answer_viewed')
  group by 1, 2
)
select week, count(*) as weekly_active_users
from wau_events
group by 1

Faster renewal prep

CSMs can ask what changed for an account while the renewal plan is still being written.

Answers where customer teams coordinate

Compass answers in Slack or Teams with the definitions, permissions, and account context your data team has approved.

#success-playbooksSlack
Jason
Jason
@compass What patterns show up before customers escalate?

Mine the pattern behind churn risk

The next save motion is usually hiding in repeated tickets, stalled usage, and old account notes.

Reviewed guidance over hidden memory

Compass turns repeated risk patterns, playbook corrections, and data-team caveats into reviewed guidance for future customer questions.

#renewal-riskSlack
Brittany
Brittany
@compass Create a renewal-risk brief and next-step plan for Atlas Bio.
MCP Servers
Pylon logoPylon
Salesforce logoSalesforce
Google Docs logoGoogle Docs
Notion logoNotion

Turn risk into the next save motion

Move from scattered warning signs to a renewal brief, account update, and recovery plan while there is still time to act.

MCP Servers for customer work

Compass can use customer MCP Servers as inputs and outputs: read support and account context, draft the brief, and write next steps back.

How customer teams adopt Compass

Pick one concrete customer workflow: review renewal risk for an upcoming cohort, or diagnose onboarding drop-off before it becomes an escalation. Then expand once the health signals and review loop are working.

Week 1

Pick one renewal cohort

Data teams connect CRM, renewal dates, support tickets, product usage, and warehouse context for accounts renewing soon.

Week 2

Answer risk questions in the channel

CSMs ask which accounts are getting louder in support, quieter in product, or showing signals that need intervention.

Week 3

Review missing health signals

Data teams see where health scores, usage events, ticket tags, or account ownership data are missing and turn them into roadmap work.

Week 4

Move renewal reviews into rollout

Customer teams can self-serve common renewal-risk questions while data teams keep definitions, access, and context under review.

Ready to roll out Compass to customer success?

Start with renewal risk, onboarding drop-off, or the customer-health questions your team needs before escalation.