The Challenge
Account data was scattered across Salesforce CRM, Zendesk support tickets, product usage analytics in Mixpanel, Stripe billing records, and internal Slack channels. Customer success managers relied on AI agents that could only access one system at a time.
When a customer called about a billing issue, the AI agent had no visibility into their recent support tickets, declining product usage, or the fact that their contract was up for renewal in 30 days. Critical upsell and churn prevention signals went undetected.
The Solution
mantle connected all 9 data sources and built a unified account knowledge graph. Entity resolution matched accounts, contacts, and opportunities across every system. Quality scoring prioritized the most actionable signals for each interaction.
AI agents now surface complete account context before every interaction — including health scores, open tickets, usage trends, and billing status. Proactive alerts flag at-risk accounts weeks before renewal, enabling preemptive outreach.
Results
9
Data sources unified
67%
Fewer escalations
4.1x
Faster resolution time
96/100
Context quality score
“mantle turned our AI agents from reactive responders into proactive account managers. We catch churn signals weeks earlier now — that alone paid for the entire investment.”
— VP of Customer Success, Enterprise SaaS Company