---
title: "Advice Column: Finding Signs of Customers Potentially Losing Interest"
description: You don't want to address potential customer churn too late in the process--you may not be able to fix it. Rollup Helper app can help identify the signs.
image: https://www.passagetechnology.com/hubfs/ASK%20PT%20gif15.gif
---

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# Ask PT About Uncovering Data in Salesforce to Prevent Customer Churn

2023/11/30

[![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers)

*Dear PT, *

*At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?*

*Lapser Chase from Retaine, Ireland*

Dear Lapser,

It is wise to look for those troubling signs, and [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) can find them. One way: You can rollup the date of the last Order for a Contact and then calculate the number of days since Closed Won. Internally, you can determine the critical time milestones. Then, once a Contact enters a particular range or ranges, auto-response campaigns can be executed to re-engage the Contact.

Also, this can be customized across multiple products or product portfolios, for retention and cross-sell. It all depends on your company’s particular needs. And it starts with [creating a rollup to track the last Order date—learn more](https://www.passagetechnology.com/rollup-helper-use-cases/categorize-customers-by-order-date).

Sincerely,

PT

***

Check out other [Ask PT advice columns](https://www.passagetechnology.com/passage-technology-blog/tag/ask-pt).

[Submit your own question to PT](https://www.passagetechnology.com/en/ask-pt). You may see it used in a future installment in this series.

Tags: [Account Management](https://www.passagetechnology.com/passage-technology-blog/topic/account-management), [Activity Monitoring](https://www.passagetechnology.com/passage-technology-blog/topic/activity-monitoring), [Opportunity](https://www.passagetechnology.com/passage-technology-blog/topic/opportunity), [Rollup Helper](https://www.passagetechnology.com/passage-technology-blog/topic/rollup-helper), [Rollup](https://www.passagetechnology.com/passage-technology-blog/topic/rollup), [Admin](https://www.passagetechnology.com/passage-technology-blog/topic/admin), [real-time data](https://www.passagetechnology.com/passage-technology-blog/topic/real-time-data), [data aggregation](https://www.passagetechnology.com/passage-technology-blog/topic/data-aggregation), [data rollups](https://www.passagetechnology.com/passage-technology-blog/topic/data-rollups), [Ask PT](https://www.passagetechnology.com/passage-technology-blog/topic/ask-pt)

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