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Maximize Revenue using customer success AI

Intelo is designed specifically for B2B SaaS companies to achieve better customer outcomes and sustainable revenue growth. Intelo's engine analyzes product usage, customer sentiment, external data, and your CRM interactions. Intelo then generates key actions to ensure that your customers consistently get value from your product.
Intelo AI - Maximize Revenue using Customer Success AI

Trusted by industry leaders

Conversations maximize revenue

Maximize Revenue

Maximize Revenue through enhanced account interactions! Elevate your customer, team and product engagement by harnessing comprehensive intelligence. Identify pain points and seize opportunities for optimal revenue growth.

Escalation maximize revenue

Escalation Mastery

Bid farewell to surprise customer escalations! Let Intelo's customer success AI proactively alert and manage potential risks for you, drawing from both internal and external sources of data.

Opportunities maximize revenue

Stop Missing Forecasts

Auto analyze data to identify upsell opportunities, strategic renewals, and hidden growth within your current base. Confidently forecast while nurturing strong customer relationships that drive sustainable revenue.

Relationships maximize revenue

Unified Consistent Engagement

Effortlessly generate notes, meaningfully engage with your customers, and monitor product-market fit at a customer level – all seamlessly integrated with your CRM.

How Intelo maximizes revenue?, is your customer success ally, trained exclusively to look for actionable insights that maximizes revenue from your existing customers. Intelo serves as your strategic helper, generating and managing customer outcomes with you, offering assistance in summarizing vital customer context and seamlessly integrating with your product and interactions data to supercharge your account strategy.

Intelo Advantage

360 customer view

Gain a comprehensive understanding of each customer, aggregating key insights to present a complete picture. Enjoy easy-to-understand views, including health and role-based insights, to maximize revenue opportunities.

Predictive insights

Effortlessly automate data analysis and visualization. Shift the focus towards meaningful insights over routine reports, gentle nudges instead of mere tracking, and prioritizing KPIs over metrics. This approach helps your team concentrate on what truly matters – your customers and maximizing revenue.

Interactive dashboard

Dashboard ensures simplicity at a glance while offering users the capability to drill down to any level of detail. Customize your view to match your business needs and effortlessly explore granular insights for maximum revenue impact.

Prevent churn

Intelo uses it's deep customer management knowledge combined with a continuously learning model to flag well in advance, any possible churn risk.

Upsell identification

Intelo identifies upsell opportunities by identifying correlated patterns across all your customer portfolios and relevant interactions and proactively acts by informing the account manager and recommending a base upsell action plan.

Prebuilt integrations​

Intelo transforms your customer data and interactions and lets you hit the ground up and running from day 1, thanks to its vast number of pre-built integrations.

Crafting Intelo's AI through SAAS data and insights

Our AI engine’s prowess is finely tuned using SAAS data and insights gleaned from industry leaders. The effectiveness of our AI hinges on the quality of data and intelligence it’s built upon. Partnering with account management and customer success experts, we’ve curated a wealth of external and internal data sources to uncover pivotal insights. These insights not only shape our AI engine’s framework but also propel the evolution of our product features.

Introducing the Intelo Insight Series, where we share these invaluable insights with you. Explore impactful themes that have not only shaped our journey but have also left an indelible mark on the Intelo platform itself.

Ready for more intriguing insights that lead to maximizing revenue?

  • Customer Feedback Gift

    Customer feedback is a gift, whether positive or constructive. Utilize insights from every feedback to identify opportunities for maximizing revenue and enhancing customer value.

  • Mini CEO of Your Business

    Every customer leader or success manager should embody the role of a mini CEO within their business segment. This not only empowers them to make strategic decisions and drive success but also positions them to identify and capitalize on opportunities to maximize revenue within their specific domain.

  • Product and User Complexity

    Achieving a harmonious blend between user intricacies and product complexities is key to unlocking optimal value and revenue. Streamline this balance, ensuring enhanced user experience and revenue maximization

Julie Fox

Julie Fox

Sr Manager, Customer Success
Chad Horenfeldt

Chad Horenfeldt

Customer Success and Customer Experience Leader
Parul Vij Chopra

Parul Vij Chopra

Head of Customer Success
Angela Carmack

Angela Carmack

Senior Director of Customer Success

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