Changelog

Today is an exciting step toward our mission to turn unstructured data into customer intelligence. Now sales and customer success teams can leverage CustomerIQ to quickly get answers to anything about an account, automate note taking, and dramatically improve the handoff between sales and customer success.

Introducing: Account Intelligence

Imagine this scenario: You have a meeting with a key account in 30 minutes. You need to quickly catch up on the latest notes, feedback, and pain points related to this account to ensure you walk into the meeting fully prepared and ready to deliver your solution.

Before Account Intelligence, this would mean sifting through countless emails, meeting notes, and CRM entries to piece together the necessary information. Now, with CustomerIQ, you can get all the insights you need in an instant. It's as easy as asking the question.

How Account Intelligence Works:

1. Aggregated Insights: CustomerIQ integrates with your CRM and consolidates all the relevant highlights and context from various sources like calls, surveys, tickets, and transcripts related to the account.
2. Instant Access: With a simple search, Account Intelligence provides you with a comprehensive overview of the account, highlighting recent interactions, key feedback, and important updates. You can chat back and forth with the assistant just as you would with a colleague.
3. Build plans in docs: As you uncover insights with the assistant you can quickly add them to docs, crafting proposals, plans, or internal docs to help you win and maintain accounts.

Dramatically improve every handoff between sales and customer success

Let's say you are a sales representative who has just closed a deal with a significant new account. Now, it's time to hand off the account to the customer success (CS) team to ensure a seamless onboarding and implementation. However, ensuring that all critical information about the account is effectively communicated can be challenging and time-consuming.

Before Account Intelligence, this would involve multiple meetings, lengthy email threads, and the risk of important details falling through the cracks (what if you didn't take comprehensive notes?!). Now, with CustomerIQ's Account Intelligence, the handoff process is seamless and efficient.

How Account Intelligence Works:

1. Aggregated Insights: CustomerIQ consolidates all the relevant highlights and context from various sources like calls, surveys, tickets, and transcripts related to the account.
2. Instant Document Creation: With one click, Account Intelligence provides the CS team with a comprehensive overview of the account, including all recent interactions, key feedback, and important objectives the account wants to hit.
3. Enhanced Context: The feature goes beyond just data aggregation by offering contextual insights that help the CS team understand the sentiment and priorities of the account, enabling them to tailor their support effectively.

How to get started with CustomerIQ Account Intelligence

1. If you haven't already, sign up for a free CustomerIQ workspace here: https://app.getcustomeriq.com/auth/signup
2. Book an onboarding call with someone from our team
3. Get key data sources setup
4. Go to any account and click, "Ask AI" to get information on that account
5. Create a new doc associated with the account and add helpful information to it.

Want a quick tour? Book a demo today.

More fixes and improvements

• Added insight and statistics to grouped highlights in views
• Onboarding improvements
• Fixed an error when adding new folders
• Folder auto-selected in add data modal
• Improved UX around changing group/tag names
• Updated formatting for highlight rows to show complete highlight text