How do you integrate AI-driven insights with your existing CRM and other customer success tools?

I am a little biased here as the company I work for (Gainsight) is a customer success solution.

In the product keynote here, we explain how we are integrating AI into our tool in order to solve for six large issues in your customer lifecycle.

1. Eliminate Blindspots

2. Remove Grunt Work to Make Room for What Matters

3. Turn Every Teammate into the Best Version of Themselves

4. Make Self-Service Not Suck

5. Transform Novices into Gurus

6. Help Customers Find Their Work Bestie

The first three steps in the AI Playbook are all about how your team can leverage AI to improve the entire customer journey by giving your team back time to focus on what matters. The AI playbook focuses on making it easy for customers to access the information they need to be successful and share that knowledge with others in the community. In other words, Make Self-Serve Not Suck. In the past, trainings were all about watching a video and then answering a few questions. The experience wasn’t tailored to anyone’s specific needs or use cases. AI changes all of that. 

With AI, customers can get a completely custom onboarding and training experience without requiring extra hours from CS teams. Customers can access trainings that are all relevant to their job and goals. The result is more engaged learning, faster understanding, and companies that quickly Transform Novices into Gurus. 

And the power of Human-First AI doesn’t stop at self-serve. Successful companies also use it to Help Customers Find their Work Bestie. They connect customers with similar experiences so they can build a community together. Sharing information, updating best practices, working through use cases together only makes community better and customer loyalty stronger. Everyone wins when you put humans first!