HALOSIGHT FOR ACCOUNT TEAMS
HALOSIGHT FOR ACCOUNT TEAMS
A new approach to maximize retention efforts
A new approach to maximize retention efforts
Common Challenges
Account overload. No time to plan and personalize. Not knowing who to talk to or what to say.
Account overload. No time to plan. Not knowing who to talk to or what to say.
Customer success teams are left to depend on lagging, biased indicators like infrequent customer satisfaction surveys and manual scoring.
Account managers need extra hours in their day. Not knowing which accounts need attention limits growth
Solution
Solution
Understand Every Customer's Journey
Understand Every Customer's Journey
AI Account Planning
Use every customer conversation to understand, predict and act on each customer's unique journey. Transform email, chat, case notes, and agent transcripts into customer engagement insights.
Use every customer conversation to understand, predict and act on each customer's unique journey. Transform email, chat, case notes, and agent transcripts into customer engagement insights.
Use email, chat, notes and transcripts to prioritize which account needs attention. Personalized recommendations guide reps on how best to engage customers.
AI tuned for your business
Personalized talking points and recommendations
Real-time guidance for performance improvement
Solution
Solution
AI Powered Automation
AI Powered Automation
Boost team productivity by helping teams intelligently prepare for customer meetings, notify account managers with account specific recommendations and personalized follow-ups.
Boost team productivity by helping teams intelligently prepare for customer meetings, notify account managers with account specific recommendations and personalized follow-ups.
Boost team productivity by helping teams intelligently prepare for customer meetings, notify account managers with account specific recommendations and personalized follow-ups faster than ever before.
Solution
Solution
Drive Engagement with Personalized Account Handling
Drive Engagement with Personalized Account Handling
Personalized Account Handling
Protect key accounts by delivering an elevated level of attention and care. Monitor and coach reps to ensure quality interactions. Reduce time becoming familiar with each account with auto-summarization of case histories and insights from all prior interactions.
Protect key accounts by delivering an elevated level of attention and care. Monitor and coach reps to ensure quality interactions. Reduce time becoming familiar with each account with auto-summarization of case histories and insights from all prior interactions.