---
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.
---

[Passage Technology Blog | Salesforce Partner, AppExchange Developer ](https://www.passagetechnology.com/passage-technology-blog)

# [Advice Column: Finding Signs of Customers Potentially Losing Interest](https://www.passagetechnology.com/passage-technology-blog/ask-pt-about-uncovering-data-in-salesforce-to-prevent-customer-churn)

 Written by [PT](https://www.passagetechnology.com/passage-technology-blog/author/pt) | Nov 30, 2023

*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.

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