Gen AI for Customer Success
An AI copilot for Customer Success — unifying every customer interaction to reveal sentiment, pain points, renewal risks, and growth opportunities while automating routine tasks
Opportunities
| Opp ID | Account | Business Line | Stage | Amount |
|---|---|---|---|---|
| OP-ALPHA | Northwind Systems | Product Orion | Proposing | $[AMOUNT_1] |
| OP-BETA | Northwind Systems | Project Atlas | Proposing | $[AMOUNT_2] |
Account Team Members
| Role | Name | Title | |
|---|---|---|---|
| Account Executive | Alex Morgan | Enterprise Account Executive | alex@example.com |
| Account Executive | Priya Shah | Director of Sales | priya@example.com |
| Account Executive | Noah Reyes | Account Executive | noah@example.com |
| Account Executive | Samir Qureshi | Senior Solutions Automation Engineer | samir@example.com |
| Account Executive | Taylor Brooks | — | taylor@example.com |
| Account Executive | Lena Voss | Senior Account Executive | lena@example.com |
| Customer Success Manager | Sara Lindholm | Customer Success Engineer | sara@example.com |
| Sales Engineer | Harish Menon | Enterprise Account Executive | hari@example.com |
| Sales Engineer | Tomás Silva | Senior Principal Solutions Engineer | tom@example.com |
| Sales Engineer | Vic Kravchenko | Senior Director, Presales | vic@example.com |
| Sales Development Representative | Hannah Bell | Associate Account Executive | han@example.com |
| Technical Account Manager | Cody Evans | Technical Account Manager | cody@example.com |
| Technical Account Manager | Nina Adler | Technical Account Manager | nina@example.com |
Opportunities Sentiment
- The team is reassessing renewal options and pricing frameworks while positioning NovaSuite alongside two alternate vendors, reflecting a strategic and data-driven review process.
- Internal notes reveal a deliberate effort to shape the proposal around the client’s operational context and future scalability goals.
- Engagement with senior contacts (such as Jordan Ellis and Meera Patel) remains steady, emphasizing transparency and shared ownership of outcomes.
- Some uncertainty persists regarding a potential modular add-on, but the overall conversation stays pragmatic, focused on results rather than rhetoric.
- References to past collaborations highlight a mutual respect for longevity and value creation over short-term gain.
- The overall narrative projects balance: measured, forward-looking, and grounded in partnership.
Blockers / Critical Cases
| Case ID | Status | Severity | Created / Modified |
|---|---|---|---|
| CASE-ALPHA | On Vendor | Blocker | [DATE_A] / [DATE_B] |
| CASE-BETA | On Customer | Critical | [DATE_C] / [DATE_D] |
| CASE-GAMMA | On Development | Critical | [DATE_E] / [DATE_F] |
Case summaries:
- CASE-ALPHA: Jobs continue deploying to the active system rather than the intended staging layer, causing environment drift.
- CASE-BETA: Intermittent authentication delays traced to synchronization gaps between identity endpoints.
- CASE-GAMMA: Workflow interruptions observed during peak activity, correlated with unstable network socket behavior.
Customer Sentiment
- The client voices ongoing concern about recurring issues and seeks clearer paths to closure.
- Support efforts are appreciated, but there’s a preference for fewer iterations and more definitive fixes with crisp next steps.
- The tone is professionally direct, time-sensitive, and focused on durable resolutions over temporary workarounds.
Customer info and insights from across platforms
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Case Summary — #CASE-ALPHA
Client: Altiris Data Systems
Opened: October 22, 2025
Last Updated: October 29, 2025
Priority: Critical
Overview:
The client reported that automated workflows were deploying to the live system instead of the intended test environment. This behavior has interrupted pipeline stability and differs from what the client expected based on prior platform versions.
Current Assessment:
Our review confirmed that environment defaults are not aligning with configuration settings. The issue appears to stem from how the platform interprets deployment contexts between “sandbox” and “production.” The customer team has been proactive in providing detailed logs and is seeking alignment with the logic used in earlier releases.
Next Steps:
- Engineering review to confirm and standardize default environment logic.
- Provide an interim configuration guide to mitigate further disruptions.
- Schedule a joint review with the customer’s DevOps lead to confirm successful resolution.
Overall Tone:
Collaboration remains strong. The discussion is focused on restoring predictable behavior, reducing operational friction, and ensuring the platform continues to meet the client’s reliability expectations.
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Market Insights — Lost Deal Analysis
Total Opportunities Reviewed: 1,295
Estimated Value Lost: $93,530,000
Unique Competitors Identified: 8
| Competitor | Count | % | Total Value | Avg Value | Median | Actions |
|---|---|---|---|---|---|---|
| StratusEdge Solutions | 410 | 31.7% | $29,850,000 | $72,800 | $60,400 | Summary |
| KineticGrid | 305 | 23.6% | $21,700,000 | $71,100 | $35,200 | Summary |
| ForgePilot | 190 | 14.7% | $13,600,000 | $71,600 | $19,900 | Summary |
| AxisFlow Cloud | 140 | 10.8% | $9,950,000 | $71,100 | $37,600 | Summary |
| BlueSignalOps | 95 | 7.3% | $6,750,000 | $71,000 | $20,700 | Summary |
| Helix Deploy | 70 | 5.4% | $4,950,000 | $70,700 | $54,800 | Summary |
| NimbusWorks | 50 | 3.9% | $3,500,000 | $70,000 | $45,100 | Summary |
| Skybase Control | 35 | 2.6% | $3,230,000 | $92,300 | $48,900 | Summary |
| TOTAL | 1,295 | 100% | $93,530,000 | $72,200 | $42,300 |
Summary:
Competitive losses were primarily concentrated among StratusEdge Solutions and KineticGrid, representing over half of identified cases. Mid-tier rivals such as ForgePilot and AxisFlow Cloud captured consistent mid-range opportunities, while NimbusWorks and Skybase Control show emerging traction in smaller infrastructure modernization deals.
Competitor analysis
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