Abstract: The determination of an account outcome, such as a renewal, upsell, or cross-sell, for a product subscription is not presently capable of automation or scaling. Accordingly, disclosed embodiments automate this determination, in a scalable manner, using a trained predictive machine-learning model. In particular, values for a set of features of a customer account are extracted and input to a predictive machine-learning model to identify the probability of an account outcome. This probability may then be used in one or more downstream functions, such as for reports, alerts, account segmentation, marketing orchestration, sales intelligence, determining a next best action, and/or the like.

Abstract: AI-based orchestration. In an embodiment, a recommendation engine is applied to a data pipeline representing company accounts. Engagement metric(s) are calculated based on activity data associated with the company accounts, and predictive model(s) are applied to the activity data and/or firmographic data associated with the company accounts to generate predictive output. A tactic recommendation model is applied to orchestration features, comprising the engagement metric(s) and predictive output, to generate recommended tactic(s). In addition, a contact recommendation model is applied to contact data to generate recommended contact(s). The recommended tactic(s) are combined with the recommend contact(s) to generate an orchestration, comprising recommended action(s), to be executed.

Abstract: Artificial intelligence for next best action. In an embodiment, contact data and contact-specific activity data are received from a user system. A profile model is applied to the contact data to generate a profile score for each contact, and an intent model is applied to the contact-specific activity data to generate an intent score for each contact. Contact recommendations are determined based on the profile scores and the intent scores, and a recommended contact list is generated based on the contact recommendations. The recommended contact list may then be provided to a user.