CustomerIQ

🤝 Nearly 70% of sales are done in the field. Meeting face-to-face in coffee shops, offices, trade show floors, hotels, etc. We expect this trend to continue. It turns out meeting with other people in real life is actually kind of... nice. But one of the challenges with jumping (driving) from meeting to meeting is tracking action items and details across different conversations.   This results in most people spending an hour or two at the end of the day trying to remember what they spoke about so they can enter it in the CRM.   What did I say I would send John? What was that tool they tried before?   This process is a huge pain for reps and leads to inconsistent or incomplete data that make it hard to navigate deals to a close.   Enter CustomerIQ.   Now you can use CustomerIQ to quickly capture voice notes - perfect for tracking interactions on the go.   Just like with other submission types, CustomerIQ will analyze voice note submissions and extract any relevant contact and account properties.   This means saying something like,   "Spoke with John - he said he's interested in trialing with 20 seats and can get started first week of December. They're using Hubspot. Remind me to send him the Acme Co case study"   Results in CustomerIQ doing a few things for you automatically: ✨ Updating your account property for "contract size" ✨ Updating your dropdown you have for tracking "CRM type" ✨ Updating the account's "Timeline" property ☑️ Creating a follow up task for you to send the case study Check out our demo video to learn more

One side effect of having a meeting recording assistant that produces *incredible* meeting summaries and insights is that teams start to use it in every meeting, not just those with prospects and customers. Because of this, there are often meetings you want CustomerIQ to record but not share with your team. Think: interviews, 1 on 1's, performance reviews, etc. Enter: Private folders. CustomerIQ was built from day 1 to support growing teams. Folders are a major factor that supports them. Sales, Customer Success, Marketing, and Product use CustomerIQ everyday to record and organize insights. Now, CustomerIQ will intelligently route meeting recordings to your own private folder when a private meeting is identified. As always, users can manually move meetings between their private folder and workspace folders at any time. What this means After your next 1-1 internal meeting or sync, CustomerIQ will identify it as a private meeting and intelligently route the meeting to the best folder. Meetings in your private folder are always indicated with a "Private" tag near the title and are not available to any other user (but can still be shared via the share link.) Get started for free at www.getcustomeriq.com

Let's say you're in a meeting with a prospect or customer and they ask, "Can you send me a video of this?" The reality is there's almost always someone who's not present in that meeting that needs to be made aware of your solution. The faster you can get that person up to speed, the faster your pipeline moves. Now you can easily share any meeting recording from CustomerIQ, with anyone on the web. What's more? You'll be notified every time there's a new viewer. This has many benefits: 1. You can quickly get helpful information into the hands of your prospects, customers, and internal team members 2. You multiply your efforts by creating content from meetings that moves deals forward 3. You can use this content to map out who is critical to your accounts. For example, if you see that your prospect has shared your video with a colleague, you know to include that colleague in your process. How to get started 1. Log in to your CustomerIQ workspace 2. Go to any folder where you've stored a video meeting 3. In the top right corner, click the more actions button, then "Copy link to share" 4. Send the link to anyone You can always preview what a view looks like by opening the link in a new tab.

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.