AI customer relationship intelligence
Customer Relationship Intelligence shows what's really going on in your customer base, bringing information from across your company and the web together into one picture of relationship health. It pulls support history, payments, meetings, email tone and news about each account into one health score, with the reasons behind it.
Revenue Intelligence
Customer Relationship Intelligence
Pulls support history, payments, meetings, email tone and news about each account into one health score, with the reasons behind it.
How it works
- 1
Connect your data
Uses your CRM, operations systems, shared drives and ERP. Powered by the Enterprise Data Model.
- 2
Gather the signals
Support history, payments, meetings, email tone and news about each account.
- 3
Score each account
One health score per account, with the reasons behind it.
- 4
See the whole picture
Information from across your company and the web, brought together into one picture of relationship health.
Ask questions like these
Ask the Customer Relationship Intelligence agent in plain language; every answer shows its sources.
- How healthy is our relationship with Contoso, and why?
- Which accounts have an open escalation and a late payment?
- Which of our top accounts have the weakest relationship health right now?
Works with the systems you already run
Uses your CRM, operations systems, shared drives and ERP, through connectors such as these.
More Revenue Intelligence agents
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- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.
- Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.
See the Customer Relationship Intelligence agent at work
Questions about Revenue Intelligence or this agent? Send us a note and we'll get back to you by email.