Inspiration for Custom Insights

Glyphic can capture any type of information (”custom insights”) from your customer conversations. Here is a list of common types of custom insights that we’ve seen used across our customers.

These custom insights can be synced to fields on the contact/account/opportunity objects in your CRM, but it’s not a requirement.

Customer information

• What is the headcount of the prospect?

• What are the customer's growth plans?

• In what locations are the prospects located?

🏢 Industry specific information

• What CRM (Customer Relationship Management) system does the prospect use?

🚀 Marketing information

• How did they learn about us?

Customer needs

• How did the customer find out about the product?

• What problem are they trying to solve with our solution?

✅ Playbook compliance

• Did we pitch products X, Y, Z?

• Did we book in a next call?

🛠 Implementation details

• What tools we would need to integrate with to win the deal?

• What languages does the customer need us to support?

• What's the expected delivery date?

🎙 Verbal commitments

• Has the customer agreed to price and what is it?

• Has the seller agreed to any implementation customizations?

🏁 Deal information

• Summarize the buyer's sentiment

• What next steps were agreed on the call?

• Who are key stakeholders on the call?

🚀 Feedback

• Feedback on the product

• Features the customer likes

• Features the customer dislikes

• Features that the customer appears to be especially interested in

• Features the customer doesn’t need

🐶 Competitors and incumbents

• What solution are they using now?

• What other competitors are they assessing?

• What is their sentiment to other competitors?

• What (if any) competitors did they implement before?

Handover information

• What are key the details needed for the Customer Success team to complete their job?

• What specific customizations are required?