Revenue Channel IntelligenceRevenue Intelligence

Know which accounts are about to grow or walk, while you can still do something about it.

VistaXM turns customer and partner experience into the revenue moves that leading firms make every day. Not another score. The next decision.

VistaXM signal
New
Renewals · Cordova Health
A $1.2M renewal is about to walk.

The team that uses you daily has gone quiet while the exec stays happy. That gap shows up at renewal.

Re-engage the day-to-day team now
58 days to renewal
Illustrative
Proven results

Proven results. Not vanity metrics.

CERTIFIED SCOREINDEPENDENTLY VERIFIEDVISTAXMIndependently Validated NPS
0%
Increase in Customer Engagement
0×
Faster Time to Value Than DIY CX Programs
0%
Conversion Improvement
>0%
Reduction in Support Ticket Volume
0%+
Less Expensive than Internal Teams
Why a single score fails

A score can't tell you which account, which stage, or which person.

A score can't tell you whose problem it is to fix; it's a vanity metric. The decision is a revenue act.

Surveys
Support
Product Usage
CRM
Calls
NPS / Reviews
VistaXM Revenue Intelligence
Account signal dashboard
Health Score
0
Good▲ 4
Churn Risk
0%
At Risk▲ 2 pts
Expansion
$0.0M
Pipeline▲ $0.3M
Signal Trends+18%
Top Drivers
Exec engagement82
Onboarding64
Support load46
Account Watchlist3 flagged
Cordova HealthAt risk$1.2M
Northwind GroupWatch$480K
Apex SystemsHealthy$2.7M
Churn Risk

Protect the revenue at risk.

Expansion Opportunities

Find and prioritize growth accounts.

Executive Reporting

See what is really driving performance.

Next Best Actions

Guide teams to the right move, every time.

01Unify the customer story

Bring fragmented channel signals into one account-level view.

02Surface revenue opportunities

Reveal churn risk, growth signal, and the moments that decide a renewal.

03Prove business impact

Connect customer experience to retention, expansion, and revenue.

The model

Journey × Persona. Every intersection is a revenue signal.

Five journey stages across four personas. Where they cross is where retention, expansion, and churn risk really live.

Revenue signal map
Journey × Persona
Persona ↓ / Stage →
Sales
Purchase
Onboard
Support
Renew
Executive / Economic Buyer
Procurement
Technical
Day-to-Day User
Healthy
Watch
At risk

Illustrative colors and hover text: final signal language and status to be confirmed by VistaXM. Hover or focus any cell for detail.

The signature insight

The Decision Maker → Influencer gap.

The executive is satisfied. The day-to-day influencers who shape the renewal are not. That gap is the most reliable early warning of churn, and it is invisible to an account-level score.

Acme Logistics
7-month read
Executive / Decision MakerNPS 0
TechnicalNPS 0
Procurement / CommercialNPS 0
Operations / Day-to-DayNPS 0
7221
Δ 51
point gap
Flagged 7 months before renewal, the earliest reliable signal this account is at risk.
Promoter · Passive · Detractor

Sentiment is a spend pattern.

When you stack revenue against cohort, the chart stops being satisfaction research and starts being a portfolio map. Promoters spend 3 to 4× more on average than passives, who spend 2× more than detractors on average.

Spend follows sentiment

Where the revenue really sits.

Share of annualized spend
Promoters · 62%
Renew, expand, refer
Passives · 26%
Quiet until they leave
Detractors · 12%
Cost more, churn first
Promoter accounts carry 5.2× the lifetime value of detractors. Small improvements drive large revenue gains.
Our advantage

Why no one else can produce this.

Advantage 01

Structural neutrality

Our neutrality is a structural advantage. As a neutral third party, customers and partners tell us things confidentially that they would never put in a vendor survey.
Advantage 02

Industry benchmarks

We have a robust set of industry benchmarks built from our experience across the channel. We help OEMs and Channel Partners understand where they stand against the competition with real customer and partner data.
Advantage 03

Standardized methodology

Our programs run on a standardized, industry-leading, best-practice-based methodology, so every read is consistent, comparable, and defensible, wave after wave.
Two colleagues reviewing an analytics dashboard on a laptop
Where revenue moves

The next decision hides in the day-to-day.

Not in the headline score, but in how revenue intelligence gets used to make daily decisions.
The partner shadow

Your customer is speaking.
You’re just not in the room.

When a partner or broker owns the relationship, the vendor sees the forecast, not the experience behind it. The signals that predict churn stay hidden until the renewal is already at risk.

Channel visibility map
Revenue risk forms here
01 · Vendor

The reported view

Pipeline, forecasts, and a relationship status filtered through the partner.

CROFORECAST
Partner forecastLooks healthy
02 · Partner / Broker

The information filter

What moves the deal gets shared. What threatens the relationship rarely gets written down.

FILTER
Signal transmittedSelective
03 · End customer

The actual experience

Small moments of friction compound quietly into a renewal decision.

Customer experiencing unresolved service friction
Onboarding frictionRising
Support fatigueRising
Operational riskHigh

The partner shadow is not a data gap. It is a revenue warning system no one has instrumented.

VistaXM makes the invisible measurable
The certified NPS

The independent, certified NPS standard for the channel.

A third-party certified NPS, usable in proposals, RFPs, and marketing. The only certified NPS a carrier or OEM cannot produce for itself.

0
Certified NPS
Top quartile · Channel benchmarkIndependently verified
How to start

Start small. Scale when ready.

Two ways in, both fully managed. Prove the signal exists, then expand into the ongoing program.

First wave in about 90 days

Essentials

A fixed, fast first wave. Your certified NPS and your first account-level revenue signals, with a prioritized list of moves.
Standard · Advanced · Strategic

The Fully Managed Program

The ongoing program that keeps finding and protecting revenue, wave after wave. Continuous signal, benchmark tracking, and quarterly reviews, all run by us.
Experience is revenue.
Persona × journey, not a score.
Neutral and certified.
Managed, fast, proven.
The data advantage.
Leadership

The team behind the category.

Revenue Channel Intelligence was built by people who have run customer experience and the channel at scale.

Erik Vogel

Erik Vogel

CEO

Twenty-six years in IT services. Built the customer experience program for HPE GreenLake, then led the high-tech and telecom practice at a leading experience-management platform, advising the world's top technology brands. He founded VistaXM to bring that rigor to the channel.

Companies don't spend NPS points. They spend dollars.
Paul Barr

Paul Barr

Chief Revenue Officer

Chief Revenue Officer at VistaXM, responsible for customer acquisition and revenue generation. 25+ years of experience across Fortune 50, channel, and start-up organizations, driving go-to-market strategy and growth. Previously led Fungible's worldwide channel organization and held leadership roles at Intel and multiple channel organizations.

87% of companies say they provide excellent CX yet only 11% of customers agree. Which side is your company on?
Alexey Gerasimov

Alexey Gerasimov

Chief Operating Officer

Chief Operating Officer at VistaXM, leading Services and Delivery. 30+ years in consulting and professional services, scaling organizations and driving digital transformations for the world's largest brands. Previously led Capgemini's North American Cloud organization; earlier senior roles at HPE, Cloud Technology Partners, and MoFuse.

Behind every unforgettable customer experience is flawless execution and a united team.
Bruce Coughlin

Bruce Coughlin

Chief Growth Officer

Former CEO of Cloud Technology Partners, which he helped guide to its acquisition by HPE. A relationship-first channel leader who believes the experience you deliver is the only real differentiator left.

The most progressive partners create differentiation and sustain it with customer experience. That is the fundamental tenet of what is happening in the channel.
Alan Zall

Alan Zall

Chief Technology Officer

Chief Technology Officer at VistaXM, overseeing Product and Engineering. 30+ years scaling technology organizations and driving digital innovation. Delivers VistaXM's AI-enabled platform. Previously Global CPTO at CSpace, with senior leadership roles at HPE, Cloud Technology Partners, and Fiserv.

We build platforms that empower real connections between brands and people.
Candice A. Vogel

Candice A. Vogel

Chief Legal Officer

Chief Legal Officer at VistaXM, responsible for all legal, administrative, and compliance aspects of the business. A seasoned attorney with deep commercial and employment law experience, advising companies of all sizes on federal and state employment matters.

Trust is earned through integrity; every promise and every policy matters to our customers.
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