About this stage
At this point, you are partnering with involve.ai to assess fit. You’re determining whether our values align and how involve.ai could meet your Customer Intelligence needs: expanding upsell, reducing churn, planning headcount, improving onboarding, or something more.
How to succeed at this stage
Commitment from someone at the executive, decision-making level is critical to your success at this point. They will work with the involve.ai Sales team, with the support of Product, Customer Success, and Marketing, to align values and outline a vision.
Resources to support you during Investment
During this stage, involve.ai will connect you with the broader Customer Intelligence movement, help you clarify CI goals, provide you with access to best practices and use cases, and share information about our products and services.
Broad resources
CI.ty resources
Note: You may need to register or log into the CI.ty to access some of these!
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Community conversations about the Customer Intelligence Movement
