Effortlessly convert more deals with perfectly-timed follow-ups and CRM data. Quinn is the AI sales coordinator that works right in your inbox, drafts personalized follow-ups in your voice, and delivers them to you each morning, ready to send.
Hello everyone!,
I'm Sean, here with Brian and the rest of the team and we’re so excited to introduce CustomerIQ!
We built CustomerIQ to help teams leverage their customer notes and feedback to align teams, prioritize work, and drive revenue. We do this by aggregating all your customer feedback, from CRM notes to call transcripts to support tickets, extracting and quantifying customer highlights, using clustering/classification models to organize highlights, then layer a powerful AI assistant to brainstorm with, accelerate projects. and create content.
Every team starts their work from customer needs. Sales teams identify needs and position your solution. Marketers use customer feedback to inform messaging. Product teams capture feedback, prioritize work, and scope requirements. CX folks help customer navigate the product and pass feedback to product. The cycle repeats.
To find these insights teams have to scour through CRM notes, Google docs, support tickets, reviews, run surveys, or schedule customer interviews. Sales teams take time to prepare for pipeline reviews. They scramble together handoff docs to summarize needs for customer success. Product teams schedule standing meetings with CX to hear what's happening. Heck, product teams even duplicate research talking to customers about the same things!
We realized that 80%+ of the data you need to craft your message, inform a new feature, or improve a service already exists but it’s locked in our CRM, call transcripts, help desks, Google drive, or even external websites. If only there was a way to extract these insights or search across all our customer touch points....
Enter, CustomerIQ.
CustomerIQ brings all these customer touch points into one place, then uses AI to extract highlights, discover and quantify trends, and launch revenue-generating initiatives. We combine these insights with an intelligent AI Assistant to help you understand accounts and produce amazing content like account summaries, Sales/CS handoff docs, sales enablement material, PRDs, customer stories, blog posts, and more.
Now, you might be thinking, “How is this different from [other customer feedback tool]?” While we do synthesize all your customer feedback, we’re equally focused on what you actually *do* with that information. We’re building a platform to not just understand customer needs, but act on on them… This led us to focus on two unique things:
🧑 Understand customer needs with adaptive, flexible models: We use adaptive clustering and classification models to synthesize all your highlights in what we call "views." It's like a self-organizing database that scales to huge amounts of data. What's especially cool is these models actually improve as you use them. You can segment feedback across personas, filter data sources, search for specific topics, then have AI discover and group highlights by theme. As you adjust the taxonomy, the AI adjusts with you.
🤖 Collaborate with an intelligent assistant: We’ve built a unique retrieval augmented generation assistant using the latest OpenAI models that that has deep knowledge of your customer, accounts, and your product. This means it can effectively help you win deals, create content, and launch new projects...
Here's how it works:
1. We consolidate all customer feedback with uploads, integrations, and our chrome extension
2. Use the Account's assistant to summarize accounts and create sales/CS plans
3. Use "Views" to discover hidden insights, opportunities, or search across highlights from your entire workspace
4. Save the most valuable highlights to projects
5. Launch projects in record time using the AI Assistant.
Basically we combined all the most exciting AI capabilities available with a database of customer highlights and a flexible, intuitive UI.
A few use cases we’re most excited about:
✅. Quickly review account needs and challenges from recorded calls, notes, and tickets
✅ Segment prospects and customers by needs/pain points they mention
✅ Turn highlights to PRDs in seconds
✅ Turn survey results into research reports
✅ Uncover insights from support channels, FB communities, or Slack groups and turn them into a content strategy
✅ Quickly craft value props, define personas, create sales decks, and publish white papers in a few clicks
✅ Build an in-depth competitive battlecard in minutes
✅ Improve ticket tagging and triage for your support team
✅ Identify new sales/marketing automations
✅ Sales/CS can target specific contacts who ever mentioned a challenge our work solves, in any channel.
And the best part… you can get started right away!
It’s as easy as:
1. Sign up
2. Copy/paste, CSV, or connect a data source (we have some samples for you if you want to test it out)
3. Add highlights to a project
4. Create all your documentation with AI
5. Share with your team
Thanks for checking us out and looking forward to hearing what you think!
Sean, Brian, and the CustomerIQ team
Congrats @sean_stag for launching CustomerIQ! Streamlining unstructured data into actionable insights is a game-changer for customer engagement. 👏 How does CustomerIQ ensure the accuracy and relevance of the insights extracted from various touchpoints?
@ashwinaravind Thank you! And great question. Everything you create with our AI Assistant has highlights cited in-line with links that look like '[CIQ-3463]' - you can click on these to open the underlying source and determine the accuracy for your self. This is probably my favorite feature we built and part of @brian_marks genius.
Threw an upvote!
The prospect of turning the jumble sale of call logs and support tickets into a neat line-up of insights is appealing.
But how does CustomerIQ ensure it's really 'getting' the human element? Can it understand the nuances?
CustomerIQ
CustomerIQ