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Retention & risk

Escalation

Raising a customer issue to a higher level of decision.

Definition

An escalation is the formal raising of an unresolved issue to a higher hierarchical or expert level, on the customer or the vendor side. Well handled, it protects the relationship; poorly handled or repeated, it often signals churn.

Why it matters

The reason and frequency of escalations are a strong risk signal. Customer Success Manager and Account Manager must see them converge with the other signals to judge severity.

How Phano helps you

Phano links escalations to the account's other signals to tell an isolated incident from a real underlying risk.

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Frequently asked questions

What is Escalation?

An escalation is the formal raising of an unresolved issue to a higher hierarchical or expert level, on the customer or the vendor side. Well handled, it protects the relationship; poorly handled or repeated, it often signals churn.

Why does Escalation matter?

The reason and frequency of escalations are a strong risk signal. Customer Success Manager and Account Manager must see them converge with the other signals to judge severity.

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