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Using involve.ai - advice and best practices

Share your stories and advice or ask your questions

  • 8 Topics
  • 5 Replies
8 Topics
BrigidC
BrigidCCommunity Manager
posted in Using involve.ai - advice and best practices
What do you think about the new KPI colors?

Let us know what you think about Part 1 of the Customer Health Dashboard redesign! We released updated, brighter colors yesterday and would love your feedback!

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BrigidC
1 year ago
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LaurenBCI.tizen
published in Using involve.ai - advice and best practices
How we use involve.ai health scores cross-functionally at BentoBox_

Hi all! I’m Lauren Byrd, Director of Customer Success for BentoBox. We help restaurants achieve success by building their online presence, supporting everything from marketing to online ordering and point of sale services with a 5x ROI average.  We have worked with involve.ai for nearly two years and I recently met with members of our account team to talk about our use cases. They encouraged me to share these ideas more broadly and I’m always happy to help others who are blazing the Customer Intelligence trail.   Ways we are using involve.ai cross-functionallyCustomer SuccessThis is my team!  We were the impetus behind the initial partnership with involve ai because we needed to understand the early drivers of churn. As a long-tail business with many small accounts, we needed a way to prioritize risk and scale our CSMs, so a few years ago we attempted to build our own version of data-driven churn prediction. It ended up hovering around a 50% accuracy rate, which meant we were doing a l

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L
2 years ago
cathy
cathyCommunity Manager
published in Using involve.ai - advice and best practices
New involve.ai badges you can earn!Badges

Over the past month, our team has been putting together some new resources to help users explore the platform and better understand their data. As a little reward along the way, we’ve created some great new involve.ai badges that you’ll be eligible for as you complete new tasks each week. Here’s an overview for reference: Badge 1: Learners (3 steps)Your Learner’s badge is about getting to know your customer dashboard. Upon logging in, you will see this guide overview that will walk you through the necessary parts to attain your Learner badge. Once you complete the guide, you will be able to collect your badge. You can always choose to snooze the guide by selecting REMIND ME LATER or reference it in your CHIA Helpdesk, by clicking the CHIA icon then on Your Onboarding Progress: Badge 2: Champion (5 steps)Once you complete the guide for your Learner’s badge, you will be eligible to receive your Champion badge. Your Champion guide will show you where you can find your AI-generated action

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cathy
2 years ago
R
ryanCommunity Manager
published in Using involve.ai - advice and best practices
Let data tell the story

As an involve.ai Account Manager, I partner with a number of CS leaders (probably many of you reading this!) who fully understand Customer Intelligence and the promise of unified data, accurate health scores, and data-driven recommendations.But, for those of us who are end users of the platform – CSMs, Account Managers, Support reps, and more – the “data-driven” piece can require a pretty significant shift in perspective.CSMs and Account managers are used to knowing our customers well, tracking needs, sentiments, and changes in the business model.  We are used to reporting concerns and pulling in team members who can help address those concerns.  We are NOT used to a robot glancing at our customers’ data and telling us who’s struggling, adopting, achieving, and more, sometimes coming up with health scores that are at odds with our own personal feelings about those accounts. This is where I’ve begun to regularly coach end users of our product to Let the data tell the story. CS teams’ in

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R
2 years ago
christy.augustine
christy.augustineCI.tizen
posted in Using involve.ai - advice and best practices
How we at Bloomreach are laying the groundwork for a successful CI program

Hi Customer Intelligence peers! I’m Christy Augustine, Bloomreach COO, involve.ai customer, and member of the Customer Intelligence Advisory Board.The involve.ai team invited me to share our approach to Customer Intelligence (CI) and, as an early(ish) adopter, I’m happy to! As I told the team, CI is a rapidly growing differentiator; companies that aren’t thinking about it yet are behind. Net Revenue Retention already drives significant differences in company valuations, and in one to two years, CI will be the gold standard. I hope our story helps other leaders plan the leap.For Bloomreach, it was a clear leap. As a cloud company that helps organizations grow commerce through personalized engagement, discovery and content, we were founded on Big Data. Bloomreach customers use our solutions to increase traffic, boost search revenue, create targeted digital strategies, and much more. Given our data-driven roots, we have paid attention to CS data from the beginning. In the early days, that

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mpoppen
2 years ago
JGossman
JGossmanCI.tizen
published in Using involve.ai - advice and best practices
Surefire Local - Sharing about our involve.ai and CI journey so far

Hi all, I’m Jeff Gossman, SVP of Customer Success at Surefire Local. The CI.ty team invited me to write about our experience with Customer Intelligence and involve.ai and I’m happy to share. If you’re curious to learn more about how we’re gleaning insights from our customer data, feel free to post questions. About Surefire LocalOur company helps small, local businesses manage their online marketing with an all-in-one platform: everything from lead generation and SEO to ratings and reviews. We average a 386% ROI and are proud to partner with small businesses in an era of digital transformation.Because we are committed to delivering more and more value in everything we do, we have always paid attention to data. However, there is a stark difference between tracking and understanding, and understanding data was our challenge. We would make data-based assumptions, and then run effort-intensive tests to see if those assumptions were true. We were eager for a better way. Using involve.aiOur u

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D
2 years ago
EmilyRyan
EmilyRyanCI.tizen
posted in Using involve.ai - advice and best practices
Hi, I'm Emily!

Hello CI.ty members! I’m Emily Ryan, Chief Client Officer at Valuize. A little bit of background…I run our consulting team focused on businesses transforming their Net Dollar Retention motions and have been an executive and operations lead in the technology sector for over a decade. With nearly 20 years’ experience coordinating teams across Sales, Post-Sales and Product/Delivery, I have seen the explosion of Customer Intelligence, and the challenges that come along with it, first-hand.The first time that I needed to analyze data to figure out why our customers were churning, I couldn't get anyone cross-functionally to help me with anything beyond the data extract. That experience, and many others, have made me realize the value of having not just a platform, but a community where you can talk about data and its applications. I’m excited about connecting with other data-nerds and chatting all things CI, so connect with me and let’s talk data!

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morechuck
2 years ago
involve.ai_karina
involve.ai_karinaCI.tizen
published in Using involve.ai - advice and best practices
Visualizing the CI process

I’m the Visual Designer at involve.ai, so when @mpoppen, our Chief Customer Officer, sketched out a visual of the ways involve.ai intersects with the CS tech stack, I was excited to bring it to life.  This is how our tech-agnostic Customer Intelligence platform turns data into action! Does it resonate with you?  Those of you who are involve.ai customers, what are we missing? And those of you who aren’t, how are you bringing your data sources and systems of action together? 

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involve.ai_karina
2 years ago

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