Schedule time with us

Edit Template

How we helped Ushur grow its ARR by 47%

Situation

Ushur had a large number of customer interactions and contracts data in its Salesforce instance. They were seeking ways to use this data to proactively surface risks as well as identify opportunities to deepen customer relationships and upsell product offerings. The Salesforce instance was also consuming customer data from a variety of sources -such as emails, tickets, and conversations and its account managers needed an easy and accurate solution to identify customer health and use it to track progress.

Solution

Intelo’s AI engine sits on top of Salesforce and analyzes all customer data including contracts, interactions, and relationships. It can also seamlessly integrate with other apps in your ecosystem that contain customer data.

This data is analyzed to deduce Customer Health using a proprietary algorithm and to stitch together data from different structured and unstructured interactions for actionable customer insights.

An interactive dashboard with these impactful insights empowered Ushur’s leadership team to focus on the right strategic imperatives. 

Dashboard Visualization - value Management Platform - net revenue retention

Impact

Ushur had a large number of customer interactions and contracts data in its Salesforce instance. They were seeking ways to use this data to proactively surface risks as well as identify opportunities to deepen customer relationships and upsell product offerings. The Salesforce instance was also consuming customer data from a variety of sources -such as emails, tickets, and conversations and its account managers needed an easy and accurate solution to identify customer health and use it to track progress.

Get The Latest Updates

Subscribe To Our Weekly Newsletter

Zero spam, just the freshest insights on effective account management!

Design
1 %
Increase in Customer Health
1 %
Insights Generated
1 +

Try Intelo free! Unlock your customer dashboard!

Intelo will transform your account management impact by equipping you with invaluable insights about your customers. Exciting, right? Register now to request access to the platform.

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to Insight Series!

Subscribe to the latest in the insights series including insights from top customer influencers and insights panel exclusive access

© 2023 Intelo AI, Inc. Privacy and Terms.