4 things your Marketing Automation Platforms should be doing (but probably aren’t)
Mina Saleeb, Global Director of Marketing Automation The majority of businesses now use marketing automation – 76%, according to recent research – but it can...
In B2B, the biggest churn risk is often invisible. It happens when one or more stakeholders in the buying group quietly disengage, even when your main contact still appears satisfied. This silent erosion of alignment might only show up in traditional reporting at a dangerous stage when it is much harder to fix
The reality is that in most B2B relationships, the “customer” is not a single person. It is a group of people who experience your company in different ways. Some focus on operational details, others on strategic value, and some simply on whether their day-to-day work gets easier.
Within the same account, you might be dealing with people who:
A relationship can falter if even one part of the group feels disconnected from the value you provide.
Many retention strategies still operate as though a single relationship is enough to hold an account. The focus is often on keeping the main contact happy and informed, with occasional check-ins to see how things are going.
That may have worked in simpler buying environments, but in today’s complex, distributed decision-making, it leaves you exposed. The hidden risk is not that your champion will suddenly become unhappy. It is that someone else in the group will slowly disengage without anyone noticing.
Here is how it typically happens:
As these transactions are tied to real operational behavior, they provide a more reliable indicator of account health than surveys or anecdotal feedback.
Commerce intelligence becomes even more powerful when connected to your engagement engine, typically your marketing automation platform. When these platforms are connected, tendencies are not just uncovered. They are is acted on.
This connection allows you to:
Find the right role to address and tailor communications to it that . If a department’s consumption is declining, you might target their operational lead with support resources while engaging executives with ROI reinforcement.
Respond quickly and in context. A sudden drop in orders from a cost center can prompt a relevant check-in within days, not weeks.
Reinforce value before renewal. If executives see that adoption is growing across multiple departments, they are far more likely to support renewal without hesitation.
Addressed this way, stakeholders feel the communication is directly connected to their role and reality, not just receiving a generic update that could have been sent to anyone.
A well designed integration layer between commerce intelligence and marketing automation ensures that:
For many organizations, the promise of AI in customer engagement feels out of reach because the necessary data is scattered across disconnected systems.
By connecting your commerce analytics and marketing automation, you create the conditions for an AI implementation to deliver meaningful, measurable results faster, including
By building a connected foundation first, AI adoption becomes a practical, achievable step instead of starting with isolated AI projects, you can integrate AI into the way you already work with your partners and customers,
While retention might be a direct goal and benefit of this approach, a deeper advantage is gaining deeper insight into the business, eliminating the hidden churn risk of stakeholder disengagement.
Of course, all this is just an example of how revealing hidden tendencies, negative tendencies in this case, and acting upon them properly can help improve the business. It is one of the fine-grained aspects of what integrated intelligence can do. It is also interesting to see how human behaviour, decision-making, data, analytics, automation, and communication are interconnected here.
When every role in the buying group feels informed, valued, and supported, the relationship is protected from the quiet disengagement that may ultimately lead to churn. This also creates more opportunities for growth by actively deepening the connection with every part of the account, especially when the insighst are put into a wider context by measuring other aspects, too that are less directly connected to customer churn.
This approach does not require a full-scale transformation. It is about keeping in touch with the clients more intensively, reacting to their actual needs, and making the most of the systems you already have and connecting them in smarter ways, to understand how to do it.
It is a lot easier to manage than chasing churn after it happens, when it is usually too late.