CustomerIQ

Today we are launching our suite of AI tools for sales teams, bringing us one step closer to our vision of providing customer insights to anyone in the company, at any time.   In an average work day, your account executive (or customer success manager) might: 1. Prepare for a demo 2. Conduct the demo on Zoom 3. Provide the contact with helpful materials after the meeting 4. Update fields in the CRM 5. Record follow up tasks 6. Send feedback to product, marketing, or support about what prospects are saying 7. Prepare for the next meeting 6 out of 7 of those steps don't involve time with your prospects. In fact, sales teams spend up to 70% of their time on non-selling activities. It's our goal to help teams focus more on prospects and customers and less on administrative tasks.   Today, we're making all of this 10X more efficient, starting with: - AI Meeting Assistant - CRM Automation - Deal Assistant - AI Insights - Slack Integration Book a demo with us to see what this could mean for your team! Link in comments below 👇

✨ Product Update: Improved AI Generated Themes We have been using this update internally the last few days, and we're biased, but it's a game-changer. Now, when you click "Start discovering" in a view you'll find the AI generated tags to be faster, more intuitive, and more accurate. This is amazing for understanding things like: - What are the top feature requests among all sales calls in the last 30 days? - What are the biggest themes in our support tickets? - What are the most popular questions asked by customers on sales calls? To get started discovering themes in your product feedback, support tickets, and sales calls: 1. Sign up for a free CustomerIQ workspace: www.getcustomeriq.com 2. Connect an integration via native integrations or Zapier. 3. Build a view and click "Start discovering"

Introducing: Trends We are excited to announce the release of Trends, a powerful new feature in CustomerIQ that allows you to visualize themes in your highlight views and track how these themes are evolving over time. With Trends, you can easily identify emerging patterns and shifts in customer feedback, helping you stay ahead of the curve and make informed decisions. A few ways you can use Trends 💰 Sales: Identify trends in popular feature requests and pain points from calls associated with closed/won deals vs closed/lost deals and using those insights to close more deals. 🛠 Product: Identify changes in support ticket themes to understand how our engineering efforts impact reports. 😎 CX: Identify changes in CSAT response themes to track efficacy of new policies. Get a demo today to learn more: https://lnkd.in/gNP8ndXM

✨ Introducing: Account Intelligence Now sales and customer success teams can leverage CustomerIQ to quickly get answers to anything about an account, automate note taking, and dramatically improve the handoff between sales and customer success. Imagine this scenario: You have a meeting with a key account in 30 minutes. You need to quickly catch up on the latest notes, feedback, and pain points related to this account to ensure you walk into the meeting fully prepared and ready to deliver your solution. Before Account Intelligence, this would mean sifting through countless emails, meeting notes, and CRM entries to piece together the necessary information. Now, with CustomerIQ, you can get all the insights you need in an instant. It's as easy as asking the question. How Account Intelligence Works: 😀 Aggregated Insights: CustomerIQ integrates with your CRM and consolidates all the relevant highlights and context from various sources like calls, surveys, tickets, and transcripts related to the account. 🔎 Instant Access: With a simple search, Account Intelligence provides you with a comprehensive overview of the account, highlighting recent interactions, key feedback, and important updates. You can chat back and forth with the assistant just as you would with a colleague. 📄 Build plans in docs: As you uncover insights with the assistant you can quickly add them to docs, crafting proposals, plans, or internal docs to help you win and maintain accounts. You can even automate handoff docs between sales and customer success. How to get started with CustomerIQ Account Intelligence 1. If you haven't already, sign up for a free CustomerIQ workspace here: https://lnkd.in/gBpDNW9f 2. Book an onboarding call with our team 3. Go to any account and click, "Ask AI" to get information on that account Check it out! 👇

Anna Boyarkina was one of the first employees at Miro and currently serves as Head of Product Excellence. As one of the most popular tools in every product team's stack, I was so excited to sit down and learn how Anna builds product. Quick story: Before writing a line of code for CustomerIQ we interviewed over 25 product leaders to learn how they worked and what their biggest challenges were. We were working to validate some of our assumptions around customer feedback management. We learned two main things during those conversations. 1. The first, of course, was that teams struggle to aggregate and synthesize their customer feedback. 2. But separately, on the topic of tools these teams used and loved, Miro came up time and again. Teams we interviewed used Miro for everything from brainstorming to managing product roadmaps and seemed to love every aspect of it. Naturally, I was so excited to sit down and chat with Anna to learn more about how Miro builds products people love. Anna has been leading the product management function since Miro was merely a prototype. Today Miro supports over 60M users across 200K organizations including Nike, IKEA, Deloitte, WPP, and Cisco. Over her 13 year tenure with the company it has grown from a fledgling startup to a $17.5B enterprise (as of January 2022). Here’s what we learned: - How Anna discovered Miro’s first use cases - Miro’s “Painted picture” planning strategy - Their AMPED team structure - How Miro runs experiments - The challenges with synthesizing customer feedback - The importance of trust if you want to move fast - What Anna looks for in new hires Please enjoy my conversation with Anna Boyarkina, head of product excellence at Miro: https://lnkd.in/gJtNrAvZ

Most product, CX, marketing, and sales teams meet regularly to discuss recent hot-button items from recent customer conversations. Customer facing teams are left to sort through their pile of notes across Google docs, Notion, CRM, and other sources. Now, with our free-form text modal, CSMs and other customer facing teams can quickly drop notes in CustomerIQ and have them organized automatically by contact, account, and topic in any view. All with AI. **How to add notes to your workspace** If you don't already have a CustomerIQ workspace, sign up free here: https://lnkd.in/g8yEnEVg - Click Add Data: In the global "Add data" action you'll now find a free-form text field. Simply copy/paste your notes here, map to a folder and contact, and submit. Then CustomerIQ's AI will analyze the notes, extract highlights, and organize them into your highlight views. **Read/unread status on highlights** Now you can easily see which highlights are new and unread vs highlights you have already reviewed. As new highlights are extracted from submissions and added to views, you'll find an unread indicator on the highlights tab and a count of unread highlights in each view. Navigate to the view to see exactly which groups contain unread highlights. 

Ethan Grob is VP of Product at Shipt where he manages a complex three-sided marketplace with over 300k gig workers delivering tens of millions of orders each year. In the first edition of our Behind The Product series, Sean Steigerwald sat down with Ethan Grob to learn: - How to make the shift from project-led to product-led culture - How Shipt structures a 500-600 member product and tech org - Shipt’s focus on outcome and metrics-driven problem solving - The impact of qualitative vs quantitative data - How to get more customer feedback - Building the “Waze for grocery shopping” - Letting the best ideas win - Going from good to great in product management - What he looks for when hiring new PMs Read and subscribe here: https://lnkd.in/djQSJHaV

📈 We're excited to announce the addition of charts to all Views in all workspaces.   Now you can group, quantify, and visualize data to get unlock instant, actionable insights from your customer feedback. Here's what charts can do for you: 1. Group: Now views can group by view tag, contact, account, and category. This means you can not only explore themes and categorize insights, but organize all insights created by contacts or accounts. 2. Quantify: Easily toggle between summarizing groups by highlights, submissions, contacts, and accounts. Then decide if you'd like to summarize by Sum or % of View 3. Visualize: We currently support two chart types, horizontal bar and tree map. Both instantly visualize the value aggregated in view and can be filtered to display all groups or, in the case of large views, the top 10 groups. How to use charts 1. If you don't already have a CustomerIQ workspace, sign up free here: https://lnkd.in/g8yEnEVg 2. Upload data 3. Go to any view 4. Set a view to "Group by" view tags, contacts, accounts, or category 5. Toggle views by value, summarize by sum or % 6. Explore different chart types Learn more about working with charts here: https://lnkd.in/gT7yc_xR

🚢 It's Friday of "Ship week" here at CustomerIQ and we're excited to announce topic filters. If we're being honest, every week is ship week, but it just felt fun to give this week a name since so much is changing. Let's get to it...   Filters are the bread and butter of our platform and we're continuing to expand on them with advanced topic filters.   Now you can filter for or filter out any topic from a view. What does this mean? 1. Narrow down on a specific topic.  Released a big feature? Now you can monitor mentions of it across support channels. Interested in tracking a topic over time? Now you can monitor mentions of it across all channels. 2. Remove topics from discovery.  Let's say you're tracking feature requests across sales discovery calls or customer success calls. Sometimes requests are already satisfied and the rep just needs to explain it to the customer. Now you can filter out topics that are already covered in your roadmap. So if you have a view that's tracking feature requests, you can make sure they're *new* You might be thinking "This is cool, tracking keywords is helpful."   Alas, you forget, this is CustomerIQ - we're pioneering AI in the enterprise. Our topic search doesn't just filter keywords, it filters for highlights semantically similar to phrases you're filtering for. This means that even if your customers use different words to describe the same thing, you'll pick it up in filters.   How to use topic filters If you don't already have a CustomerIQ workspace, sign up free here: https://lnkd.in/g8yEnEVg 1. Go to any view 2. Select filters > Topic To filter by a topic - Set the topic filter to "Topic IS [type your topic]" To filter out a topic - Set the topic filter to "Topic IS NOT [type your topic]" Remember: you can be descriptive in your topic filters, they aren't limited to tracking keywords but rather meaning. Experiment with descriptive topics, stack filters, and arrive at your ideal view. Try it out for yourself: https://lnkd.in/g8yEnEVg

🚢 We're continuing our #ShipWeek and excited to announce our HubSpot integration is live! Hubspot has become *the* sales and operations hub for most businesses (including ours). Sales keeps a record of feedback in notes and won/loss reasons, support teams manage service tickets, and everyone tracks deal values across opportunities. Now you can connect Hubspot to CustomerIQ and leverage the power of AI to make sense of all of this data. This has massive benefits for organizations using both CustomerIQ and Hubspot: Product teams can prioritize work based on data in notes and tickets. Is there tech debt we need to prioritize resolving? Feature updates blocking sales? Are there common issues we can solve with UX or optimization? What can we do to reduce tickets in certain categories? All of these questions are now answered in real-time. Sales teams can understand why you win or lose deals. By analyzing win/loss reasons you can have a constant pulse on why you're losing deals, who you're losing to, and what you can improve to increase revenue. Tie feedback to value. When you integrate Hubspot we also sync opportunity values with associated accounts. This means you can associate themes in your feedback with value, making impact scoring in prioritization incredibly simple. Immediately after connecting Hubspot you can build views to understand top feature requests, pain points, billing issues, questions, and more hidden in your Hubspot data. How to connect Hubspot 1. If you don't already have a CustomerIQ workspace, sign up free here: https://lnkd.in/g8yEnEVg 2. Go to apps & integration 3. Select Hubspot and authorize 4. Folders will be automatically created for tickets, closed/won reasons, closed/lost reasons, and notes 5. Go to Folders, you should see your data begin to process 6. Go to Views, filter by any Hubspot folder and discover or classify categories of highlights.