Customer Revenue Optimization (CRO) Software Resources

Customer expansion is the engine of sustainable SaaS growth. We’re assessing tools that align sales, success, and product to grow existing accounts.

We’re currently exploring

• Gainsight Customer Success – for retention and expansion strategy.
• ChurnZero – for customer lifecycle management and upsell automation.
• Planhat – for usage tracking and account revenue insights.

We’re curious:

• How well do they align with success team workflows?
• Which tools most improved customer expansion rates?

AI is changing how teams forecast, identify opportunities, and prioritize actions. We’re evaluating platforms that embed AI into revenue intelligence.

We’re currently exploring:

• Clari – for predictive revenue analytics and growth forecasting.
• MaxIQ – for AI-driven recommendations and trend detection.
• Gainsight Customer Success – for predictive retention and expansion scoring

We’d love feedback:

• Which platforms’ AI insights actually led to action?
• Were forecasts reliable over time?