At FunnelStory, the relentless pursuit of empowering customer success teams drives everything we do. Just two weeks ago, we introduced the Feature Request Data Cards, designed to help teams engage more effectively with internal decision-makers.
Today, we are thrilled to announce yet another breakthrough: Account Summary Data Cards.
📋 What’s New?
The Account Summary Data Cards are here to transform how customer success executives and account executives prepare for their customer engagements.
💡 Use Case: Imagine you're gearing up for a critical customer meeting. You need a clear, concise view of all relevant data and insights. But gathering this information manually is tedious and requires navigating multiple data sources. 👉 Enter Felix, FunnelStory's powerful AI agent. With a simple query, Felix delivers a comprehensive and targeted account summary, saving you hours of preparation.
🔍 How It Works
1️⃣ Felix seamlessly digests and analyzes structured and unstructured data from all your sources—usage metrics, conversations, CRM data, finance records, and more. 2️⃣ It curates this data into four highly actionable cards:
📊 Firmographics: Quick access to key organizational details. 🔍 Churn Intelligence: Spot risks and opportunities.
📈 Adoption Intelligence: See how your product is being used.
✅ Task Recommendations: Actionable next steps for success.
These cards equip you with the exact intelligence you need to make every customer interaction meaningful and impactful.
🔗 Accessibility Like Never Before
Felix doesn’t stop at compiling summaries. It’s designed to integrate seamlessly into your workflow. Need information on the fly? Felix responds to queries over Slack or Teams, ensuring you’re never more than a message away from the needed insights.
The FunnelStory engineering team is tirelessly innovating to redefine how AI agents like Felix solve real-world problems. The Account Summary Data Cards are another leap forward in making your customer success operations smarter, faster, and more effective.
Experience the future of customer success today.🛠 Start leveraging Account Summary Data Cards now!
