Customer POV
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Every sales opportunity requires a compelling business case that connects your solution to a prospect's specific challenges. But creating a tailored Point of View (POV) document means hours of research—digging through company websites, earnings calls, CRM notes, internal Slack threads, and product documentation—just to piece together a coherent narrative that resonates with the prospect's business context.
The traditional approach is inefficient. Sales teams spend valuable time manually researching prospect priorities, hunting for past interactions across disconnected systems, and struggling to map product capabilities to customer pain points. By the time the POV document is ready, the opportunity may have cooled, or critical details may have been missed.
Realm's Customer POV agent transforms this process. Instead of spending hours on research and document assembly, sales teams can generate a comprehensive, tailored POV document in minutes. The agent automatically researches the prospect's business context, reviews all previous interactions across your systems, analyzes your product capabilities, and creates a professional document that maps your solution directly to the prospect's strategic priorities.
What the Customer POV Agent does
- Researches prospect business context by analyzing public information including corporate objectives, financial performance, technology strategies, industry challenges, and leadership priorities
- Aggregates previous interactions by searching across HubSpot, Salesforce, Slack, Drive, and Notion to surface relevant contact history, deals, notes, and internal discussions
- Maps your capabilities to their needs by connecting your product features, use cases, and success stories to the prospect's specific business problems
- Generates a structured POV document with executive summary, business context, tailored value propositions, implementation approach, and supporting evidence
- Delivers actionable recommendations including suggested pilot programs, timelines, success metrics, and next steps
Why it matters
Creating compelling, prospect-specific POV documents is critical to winning deals, but it shouldn't consume hours of your sales team's time. The Customer POV agent automates the research and synthesis work, allowing Account Executives and Sales Engineers to focus on relationship building and deal strategy. The result: faster response times, more personalized proposals, better-qualified opportunities, and shorter sales cycles. With Realm, every prospect gets a business case that speaks directly to their priorities—without the manual effort.