Customer Alliance Streamlines Sales and Customer Success with AI-Powered Insights
By implementing Narratic AI, Customer Alliance addressed stale deals, data quality, and handover issues—leading to more predictable revenue and smoother customer relationships.
The Challenge
Customer Alliance faced challenges common to rapidly growing sales organizations. Their sales cycles were often extended due to stalled deals, and valuable time was spent on manual tasks, like backfilling data and creating reports. CRM data quality suffered from inconsistent data entry, and critical information needed for customer success handovers was often lost. Without a streamlined system to prioritize leads and customer interactions, the team found it difficult to focus on the highest-potential opportunities. This led to a struggle to maintain momentum in the sales pipeline and ensure consistent follow up.
The Solution
Narratic AI automatically captured and analyzed information from CRM records, calls, meeting notes, and emails. By highlighting missing data, the platform improved data completeness. Next-best-action recommendations guided sales reps on which leads to pursue, when to reach out, and which details still needed clarification. Meanwhile, automated summaries ensured that customer success managers received all the context they needed, from what was sold to the exact problems customers wanted solved.
Stale Deals Reduced
40% drop
in deals without follow-up for 2+ weeks
Data Completeness
30% improvement
thanks to automated prompts and analysis
Faster Onboarding
25% faster
customer onboarding process
Narratic AI has been instrumental in keeping our deals moving and helping us hand off clients effectively. We finally have a reliable way to ensure everyone sees the same data and knows how to act on it.