White Paper

Aberdeen “The ROI of Proactive Engagement”

Overview

Reach customers first. Increase ROI faster. AI amplifies both.

Proactive engagement is contacting customers before they contact you. Think of alerts, reminders, notifications, targeted campaigns, and surveys, all driven by customer and operational data.

Adoption of proactive engagement has nearly doubled since 2018. Aberdeen research forecasts it will climb even higher in 2027 and beyond.

Yet companies who haven’t adopted it are widening the performance gap.

Today, 76% of firms use proactive engagement to connect with customers, and users report 83% greater year-over-year improvement in profit margin per customer than non-users.

The payoff is well beyond marketing. And AI takes that even further. Firms with AI-initiated outreach report stronger results than all other businesses.

For leaders in every industry, this research is a valuable guide. It provides a clear view of how timely AI-driven outreach is evolving and multiplying results and how one platform serving every team creates economies of scale.

Sales teams are experiencing a 9.7x faster sales cycle improvement. Service teams are reporting a 71% greater year-over-year improvement in first contact resolution. Collections teams are sending timely payment reminders through each debtor’s preferred channel. Telemarketing programs are working from customer data, not static call lists.

Uncover the true value of using AI to reach out to customers and the real cost of not using it.

What you’ll gain with this paper:

  • Where AI-initiated outreach ranks among planned CX
  • Why firms are gaining customer loyalty and trust
  • How AI amplifies ROMI, sales cycles, and revenue growth
  • Ways AI outreach moves click-through rates and operating costs
  • Steps to add AI compliance guardrails and human oversight

Don’t risk widening your performance gap