Give every customer the attention they need
Solera is an AI agent that helps Customer Success teams identify at-risk accounts and expansion opportunities, so they can act at the right time.
Quentin Caillet
CS / AM
Portfolio
Hi Quentin
7 critical accounts to handle first this week, Cellnova at the top.
- Stable110
- To watch15
- Critical7
Portfolio ARR
890 k€
132 active accounts
At-risk ARR
38 k€
4% of portfolio
Net retention (NRR)
108%
+3 pts vs last qtr
Renewal at risk
Jul 20
Cellnova
- 6 k€2 signals
Cellnova
Usage down 70% over 3 weeks, 32 events on key features, 27 days to renewal
- 5 k€3 signals
Edukit Learning
Usage down 65% over 3 weeks, renewal in 10 days
- 5 k€2 signals
Pommard & Co
Usage down 75% over 3 weeks, 2 active users, 17 days to renewal
- 5 k€4 signals
Shoply Ecommerce
Usage down 50% over 3 weeks, 2 active users, renewal imminent
All your customer data, finally in one place
CRM, product usage, support, billing… your customer data is scattered across different tools. Solera brings it all together to give you a complete view of every account.
Before - scattered data
Only 1 contact
8 open tickets
Usage −70%
Renewal in 27d
MRR −40%
With Solera - a single 360° view
- CRMOnly one contact on file for this account.
- SupportSupport tickets are rising sharply.
- ProductUsage has dropped 70% versus the norm.
- BillingRenewal in 27 days, with MRR down 40%.
From alert to action
Your priorities for the week
Every Monday, get a summary of your portfolio. Throughout the week, alerts are surfaced in real time.
Hi Marie 👋 Here are your priorities for the week
📊 132 accounts · 128 healthy · 3 to watch · 1 critical
🔴 Critical
Acme Corpchampion left, usage is down and renewal is in 12 days
🟠 To watch
- Globexsponsor has been silent for 45 days
- Initechexport usage is declining
🟢 Opportunities
- Shoplyactive seats up 40%, expansion likely
Email ready to send
A personalized draft is generated based on the context of each account. All you have to do is review it and send it.
Hi Camille, we haven't spoken in a few weeks. I wanted to make sure everything's running smoothly on your side, and grab 15 minutes if that's useful.
Works with the tools you already use
Connect your existing stack and let Solera bring your customer signals together. No need to change the way your team works.
Your customer data stays yours
Solera is built to keep your customer data secure, private and under your control.
Frequently asked questions
How long does it take to connect Solera?
Just a few minutes per tool using OAuth. No integration project and no development work required on your side.
How quickly can we start seeing results?
As soon as your tools are connected, Solera builds a clear view of your customer portfolio. Your first weekly brief already highlights at-risk accounts, expansion opportunities and the signals behind them. The impact on retention and revenue then builds over time as your team focuses on the right accounts at the right moment.
Does my data leave the European Union?
Your data is stored in Europe. AI processing can also be configured to run in Europe for organizations with strict EU data-residency requirements.
Is my data used to train AI models?
Never. Your customer data is not used to train AI models, and raw content is not retained.
What happens if we stop using Solera?
You stay in control of your data. It can be exported or deleted when you leave, with no lock-in.
See what your customer data is already telling you
Connect your tools and uncover the signals your team might be missing.
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Spot risks and opportunities
Solera's AI analyzes signals across your customer data to surface early signs of churn and expansion opportunities.
Reading sources
Reading sources
Know where to focus
See which customers need attention, understand why, and know what to do next.
Renewal is due in 0 days while usage is down sharply by 50%, which clearly amplifies the non-renewal risk.
Only one contact is on file and no recent interaction is tracked, weakening the relationship before renewal.
Usage dropped 50% from baseline over 3 weeks, with very low adoption of core features.
Ticket spike: 8 tickets opened this week, about 3× the account's usual volume.
First response time is rising and satisfaction (CSAT) is declining across recent interactions.