Intelo AI engine reviews all structured and unstructured data of a customer to automatically generate customer health. Additionally it uses this data and data from external sources to generate insights regarding risks and opportunities. Customer health and insights are also entered to Salesforce making it your one stop record of reference.
Business leaders and account managers often find it challenging to make sense of the vast amount of data available in Salesforce and utilize it to gain a deeper understanding of their customers. This gets even more challenging when you have relevant customer data available for analysis from other external sources. At Intelo, we have cracked this hard puzzle. Just add Intelo to Salesforce and let the magic begin.
Provides a comprehensive view of every customer, aggregating key insights to present a complete picture in easy to understand views including health and contextual role-based insights.
Automates data analysis and visualization to empower strategic business decisions. Insights not reports, Nudges not tracking, KPI’s not metrics to help your team focus on what matters – your customers.
Provides a holistic view of all key metrics and outcomes in a structured and customizable format, depending on your business needs.
Intelo uses it's deep customer management knowledge combined with a continuously learning model to flag well in advance, any possible churn risk.
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.
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.
Intelo’s proprietary algorithm carefully considers the success dimensions that matter to your organization, helping to paint an accurate picture of account health. By analyzing vast amounts of data, it identifies trends, patterns, and potential risks, helping you make data-driven decisions that matter. Say goodbye to guesswork and hello to precision.
Connect seamlessly with Intelo and let it automatically generate summaries, sentiment, and key topics.
Our AI engine doesn’t just crunch numbers; it stitches together data from various structured and unstructured interactions. The result? Actionable insights that empower your account management and customer success teams to focus on the right strategic imperatives.
