Changelog

Updates and improvements to CustomerIQ

August 30, 2024

CustomerIQ for Sales Teams

CustomerIQ for Sales Teams

Today we are launching our new suite of AI tools for sales teams, bringing us one step closer to our vision of providing customer insights to anyone in the company, at any time.

In an average work day, your account executive (or customer success manager) might:

  1. Prepare for a demo
  2. Give the demo on Zoom
  3. Provide the prospect with relevant materials after the meeting
  4. Fill out fields in the CRM
  5. Track follow up tasks
  6. Send feedback to product, marketing, or support about what prospects are saying
  7. Prepare for the next meeting

In fact, sales teams spend up to 70% of their time on activities on non-selling activities. It's our goal to help teams expand their capacity so they can focus more on prospects and customers and less on administrative tasks.

Today, we're making all of this 10X more efficient, starting with:

  1. AI Meeting Assistant
  2. CRM Automation
  3. Deal Assistant
  4. AI Insights
  5. Slack Integration

Want a quick tour? Book a demo today.

Get set up in 5 minutes or less

Connect integrations, follow our start guide, and have your team up and running in minutes.