AI-Powered Relationship Intelligence Platform Howto
AI-powered platforms that automatically capture, analyze and provide insights on business relationships and interactions to drive revenue growth and customer success.
View MoreHow to Use AI-Powered Relationship Intelligence Platform
Set up integrations: Connect Centralize to your existing CRM, email, calendar, and communication tools to automatically sync contact and conversation data.
Create account maps: Use the evolving stakeholder map feature to visualize and manage key stakeholders across departments for each account.
Identify champions: Leverage the champion discovery capability to proactively identify missing champions in new verticals and multithread at scale.
Prepare for calls: Before each call, review the AI-driven insights and dynamic call strategies to understand exactly who's involved and their specific needs.
Access contact insights: Use the contact insights feature to deeply understand every stakeholder, including their AI-generated priorities, key contacts, and past work history.
Centralize conversations: Review all customer touchpoints from emails, video calls, and messages in one centralized place.
Conduct pipeline reviews: For sales leaders, use the platform to quickly run weekly pipeline reviews and get an objective view across all opportunities.
Manage customer lifecycle: For CSMs and AMs, leverage the platform to understand why customers bought and stay on top of requests throughout the entire account lifecycle.
AI-Powered Relationship Intelligence Platform FAQs
An AI-powered relationship intelligence platform is a software tool that uses artificial intelligence to gather, analyze, and provide insights on business relationships and customer interactions. It automatically captures data from emails, calendars, and other sources to build comprehensive contact profiles and relationship maps.
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