Charles Michael
Senior Product Manager at PhoneBurner
PhoneBurner is a top cloud-based sales engagement platform designed to boost sales team productivity, streamline outreach, and increase deal closures. Trusted by thousands of sales professionals across industries, PhoneBurner ensures fast, compliant, and scalable communication.
As PhoneBurner scaled rapidly, the company sought clearer insights into customer retention and lifetime value (LTV). Limited analyst resources and complex data slowed behavioral insights discovery—until partnering with Athenic AI.
Industry: SaaS / Sales Enablement
Location: Laguna Beach, California
Customers: Thousands of sales teams and professionals across industries
PhoneBurner’s key growth objective—boosting customer lifetime value (LTV)—was hindered by limited visibility into retention drivers. Without clear insights into:
Retention shifts post-Salesforce integration
Differences in retention between Salesforce and HubSpot customers
Impact of ARMOR feature usage on engagement
Behavioral differences across customer contact import volumes
Segment-specific customer acquisition cost efficiency
PhoneBurner relied on manual SQL queries, fragmented dashboards, and lengthy feedback loops, slowing growth and decision-making.
With Athenic AI, PhoneBurner adopted a self-service BI tool for fast, natural language queries. Teams could explore customer retention analytics and uncover behavioral segmentation patterns instantly.
Example questions now answered in seconds:
“Show me the monthly cohort retention of teams that have between 50–75% lead stream frequency”
“Show me the monthly cohort retention of Professional tier users”
Based on artificial data, for demonstration purposes only
Prior to Athenic AI, these manual analyses took up to 4 hours per cohort, creating friction between curiosity and action.
Without fast access to insights, product and acquisition decisions were based on gut, not data.
Rachel Hechter
Head of Product at PhoneBurner
PhoneBurner adopted Athenic AI’s automated cohort analytics platform, enabling rapid exploration of retention and behavioral data across multiple customer segments. Using natural language queries and AI-driven analytics, teams now uncover key retention drivers and behavioral insights in seconds—eliminating manual data work.
Using Athenic AI, the team was able to:
Automate cohort retention analysis for all priority segments
Identify behaviors linked to long-term retention
Build a repeatable analytics framework
Share insights directly with product and acquisition teams to guide strategy
Rachel Hechter
Head of Product at PhoneBurner
Athenic AI seamlessly connected to PhoneBurner’s existing data infrastructure with minimal setup and zero technical overhead. Within minutes of data integration, PhoneBurner completed its first automated cohort retention analysis, transforming a process that previously took 4 hours into near-instant results.
With Athenic AI, PhoneBurner’s product team was able to explore customer segments in greater depth, uncover key retention patterns, and align internal engineering and marketing efforts around shared, actionable insights.
PhoneBurner transitioned from manual, slow analyses to rapid, data-driven decisions by:
Achieving 97× faster cohort analysis—from hours to under 30 seconds
Gaining deeper insights into customer behaviors tied to ARMOR usage and Salesforce integration
Informing smarter customer acquisition strategies based on real cohort data
Aligning product roadmaps with features proven to drive long-term value
Enhancing cross-team visibility and collaboration across product, growth, and go-to-market teams
This shift gave PhoneBurner clear visibility into what actually drives customer value and retention. Insights are now guiding product development, marketing strategy, and customer success investments.
In just three months, PhoneBurner established a scalable retention analytics framework powered by Athenic AI. Product, growth, and go-to-market teams rely on trusted benchmarks and continuously explore new segments to shape strategies confidently based on data, not assumptions.
Rachel Hechter
Head of Product at PhoneBurner
Turn retention data into smarter product and acquisition strategies.
Find out how Athenic AI unlocks actionable insights fast.
