Nurture and expansion
Re-engage cold leads, start renewal conversations and raise relevant offers, triggered by your CRM or marketing automation.
Nurture and expansion
Outbound voice
AI agent: Hi, your plan renews on the 15th. Would you like to go over your options?
Customer: Yes, what are they?
Renewal conversation
Keep the pipeline moving after the first conversation.
Aged-lead reactivation
Re-engage cold or stale leads at scale.
Renewal reminders and conversations
Contact customers ahead of their renewal dates.
Upsell and cross-sell
Raise relevant offers at the end of a resolved support interaction.
Win/loss and post-purchase surveys
Ask customers about their buying decision and their experience after the sale.
These conversations start from events in your CRM or marketing automation.
Your team keeps the conversations that need judgment.
These go to a person quickly, with the conversation summary and collected details, so the customer never repeats themselves.
- Emotionally charged escalations, complaints and bereavement situations
- Complex disputes, exceptions to policy and goodwill credits beyond set limits
- High-value or negotiated B2B deals
- Legal and regulatory complaints
Connect the systems agents need to act.
An answer without the ability to act usually just becomes a transfer. When agents can read from and write to your systems, they can finish the task.
- CRM
- Order management
- Billing
- Scheduling
More sales use cases
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Bring a conversation your team handles every day, and see how a TandemCX agent handles it with your team in control.