Customer Intelligence 101 - What's in it for me?

  • 6 December 2022
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Customer Intelligence 101 - What's in it for me?
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Welcome to! Your gateway to customer intelligence!


What is is an early warning platform that first shows you all customers data in a single view. It lets you know which customers are healthy or at risk, and why, based on an analysis of their data. This will help YOU prioritize your book of business and take targeted actions. It also takes the guesswork out of relationship management, saving you time, by automating Customer Intelligence.


What is Customer Intelligence?

Customer Intelligence is the analysis of all customer behaviors, words, and interactions to understand and predict customer health. It’s taking customer knowledge one step further, by making the things you know about each customer actionable.  


How Customer Intelligence can help you succeed.

Understanding your customers holistically in this way will help you predict which customers are in need of outreach, confidently lead proactive conversations with them, reach out early with prescriptive advice, and deliver personalized plays, while still doing so at scale.

In short, using daily helps you determine the right actions to take for the right customers at the right times.

Check out the below resources to understand a framework for using, and the positive outcomes to be gained!  Approximately 10 minutes.


Congratulations! 🎉

You’ve completed part one of your Involve 101 Training. Now move ahead to section two to dig into the platform and features.

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