Customer story
Sailer AI saved $97k in renewals by seeing risk a month earlier
Context
Sailer AI is a fast-growing Brazilian sales automation platform. Its B2B customers are in automotive, education, e-commerce and insurance, on annual contracts from $18k to $60k. The team tracked engagement and support numbers, but often found out a customer was unhappy only once they had started to pull away.
"We were growing fast, but some of our best customers were quietly drifting. By the time we noticed, we were playing defense instead of strengthening the relationship."
The problem
The warning signs were there, in three different places:
- Product usage patterns lived in analytics dashboards no one checked daily.
- Support problems sat in Zendesk, with no link to the renewal date.
- The champion went quiet slowly, and nothing raised an alert.
None of them was alarming on its own. Together, they meant an account was slipping, and nobody saw all three at once.
"Our CRM said the account was healthy. Our support team said tickets were resolved. But no one saw that the champion had stopped responding to emails three weeks ago."
What changed
Sailer connected Horizon to the tools it already used, without replacing anything. Horizon pulled product usage, support tickets and email onto each account, so the team could see when several warning signs showed up together.
"The first alert we got was for a customer we thought was happy. Three signals had converged: usage down 40%, a reopened support ticket, and a champion who'd gone quiet. We reached out that week and saved a $45k renewal."
In the first 60 days, the team found four more accounts that looked fine in the CRM but were quietly cooling.
The outcome
In another case, falling usage plus an unresolved integration issue showed up six weeks before renewal. The team fixed it in time and kept a $52k annual contract.
What Horizon did, and didn't do
Didn't
- Replace Zendesk, the CRM or the analytics tool
- Talk to customers for the team
- Make every renewal safe
Did
- Put usage, tickets and email on one account
- Flag risk 30–45 days before renewal
- Give the team a reason to call that week
"For me, it was about confidence. Knowing that if something is drifting, I'll see it before it becomes a problem."
Takeaways
- The CRM said healthy. Three other systems disagreed.Usage, support and email each held part of the story.
- A month of warning is enough to save a renewalBoth saves came from acting 30–45 days out.
- Act the week the warning signs line upSailer reached out the same week and kept the customer.
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