Cadence is the operating system for post-sale subscription lifecycle management. It turns scattered account data into a prioritized execution queue — for every CSM, rep, and manager who touches the portfolio.
The execution gap
Not because the team lacks knowledge — because that knowledge is scattered across CRM records, email threads, and individual memory.
The CRM records what happened. Cadence drives what should happen next.
How Cadence works
Every active subscription in one view — ARR, health score, renewal date, lifecycle stage, and competitive exposure. Managers see the full territory; CSMs and reps see their slice.
Vendor-specific, lifecycle-stage-aware action sequences. Not suggestions — assigned tasks with due dates and escalation paths. A renewal entering its 90-day window triggers a playbook automatically.
AI-assisted identification of risk, opportunity, and context — competitive gaps, cross-sell signals, vendor funding programs — surfaced as specific recommendations the team can act on.
Built for every role
The strategist who configures the platform and watches the whole portfolio.
80–120 accounts, surfaced by severity. Cadence shows only the ones that need attention today.
Closest to the customer. Cadence hands them a prioritized queue so they don't have to figure out where to start.
The cadence loop
Each role plays a distinct part in a continuous cycle. Customer data turns into actions; actions turn into closed renewals.
Admin sets up accounts, subscriptions, motions, and playbooks — the vocabulary for everything else.
Engine matches playbook actions to subscriptions on a renewal timeline. Runs daily — or on demand.
CSM monitors playbook compliance, escalates risk, and coaches reps via shared Team Notes.
Rep works the prioritized queue, captures intelligence, marks actions complete, closes the renewal.
A day in the life
Contoso Financial Services. 68 days to renewal. A competitive threat on AWS. No email chains, no missed context — just one shared record with every piece of intelligence the team needs.
"Heads up on Contoso renewal — we're 68 days out and I'm seeing competitive risk on AWS. Do you know if they've been talking to AWS directly?"
"Yes — I had a call with their IT director last week. He mentioned pricing was a factor but seemed open to a multi-year deal if we could structure it right."
"Good context Derek. Loop me in if they push on pricing — I can approve a multi-year discount tier if it protects the renewal."
No email. No Slack. No lost context. The full conversation lives on the account — visible to everyone who needs it.
Read the full walkthroughA shared, threaded conversation visible to the CSM, rep, and admin. Threaded replies, Markdown formatting, role badges so the reader always knows who said what.
Talking points, email drafts, meeting agendas, account summaries, score explanations — AI runs through the entire workflow, not as a chatbot but as context surfaced where you need it.
Actions completed in Cadence write back to your CRM as activity records. Reps won't log things twice. Cadence feeds your CRM — it doesn't compete with it.
Vendor intelligence — ELA incentive windows, partner funding programs, EOL notices — stored by admins and automatically surfaced as account-level recommendations for the accounts it applies to.
Every subscription your team manages has a renewal date. Cadence ensures every one of them is actively worked — with the right playbook, the right context, and the right people aligned.
