Changelog
Quarterly Business Reviews (QBRs) are a cornerstone of effective customer success, offering a vital opportunity to demonstrate value, strengthen relationships, and align on future goals. However, the traditional process of preparing for a QBR is notoriously inefficient. Customer Success Managers (CSMs) often spend hours manually gathering data from CRMs, call transcripts, and support tickets to create presentations. This manual effort can lead to inconsistent narratives and detracts from their strategic role.
Introducing the AI-powered QBR Assistant
{{Image 1; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}By leveraging artificial intelligence connected to your company’s internal files and third-party applications, Realm’s QBR Assistant automates the heavy lifting of QBR preparation, transforming it from a reactive reporting exercise into a proactive, strategic engagement.
Automated data synthesis and insight generation
{{Image 2; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}
The QBR Assistant connects to all your critical data sources from CRM and support systems to Slack and call transcripts. It automatically synthesizes this information to:
- Generate Data-Driven Narratives: Instead of just presenting raw data, the assistant creates a compelling story that highlights progress, demonstrates ROI, and connects your solution's impact directly to the customer's business objectives.
- Track KPIs and Milestones: AI models analyze customer conversations and performance data to track progress against goals and identify key milestones achieved over time.
- Analyze Customer Sentiment: By processing emails, support tickets, and call transcripts from sources like Gong, the assistant can gauge customer sentiment, flagging potential risks or areas of dissatisfaction before they escalate.
From hours to minutes
{{Image 3; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}
What once took hours of manual work can now be accomplished in minutes. The QBR Assistant can auto-generate a complete, personalized, and on-brand overview. It intelligently includes the most relevant data and insights for each specific customer, allowing CSMs to walk into every meeting fully prepared for a strategic conversation.
Empowering strategic partnerships
By freeing CSMs from the burden of manual preparation, Realm’s QBR Assistant empowers them to focus on building deeper relationships, understanding customer challenges, and collaboratively planning for future success. This shift elevates the QBR from a simple review to a powerful forum for strategic alignment, ultimately driving customer loyalty, retention, and expansion opportunities.
Quarterly Business Reviews (QBRs) are a cornerstone of effective customer success, offering a vital opportunity to demonstrate value, strengthen relationships, and align on future goals. However, the traditional process of preparing for a QBR is notoriously inefficient. Customer Success Managers (CSMs) often spend hours manually gathering data from CRMs, call transcripts, and support tickets to create presentations. This manual effort can lead to inconsistent narratives and detracts from their strategic role.
Introducing the AI-powered QBR Assistant
{{Image 1; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}By leveraging artificial intelligence connected to your company’s internal files and third-party applications, Realm’s QBR Assistant automates the heavy lifting of QBR preparation, transforming it from a reactive reporting exercise into a proactive, strategic engagement.
Automated data synthesis and insight generation
{{Image 2; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}
The QBR Assistant connects to all your critical data sources from CRM and support systems to Slack and call transcripts. It automatically synthesizes this information to:
- Generate Data-Driven Narratives: Instead of just presenting raw data, the assistant creates a compelling story that highlights progress, demonstrates ROI, and connects your solution's impact directly to the customer's business objectives.
- Track KPIs and Milestones: AI models analyze customer conversations and performance data to track progress against goals and identify key milestones achieved over time.
- Analyze Customer Sentiment: By processing emails, support tickets, and call transcripts from sources like Gong, the assistant can gauge customer sentiment, flagging potential risks or areas of dissatisfaction before they escalate.
From hours to minutes
{{Image 3; we’ll create a Figma template with dummed down mockup of agents which we tailor for all these agents}}
What once took hours of manual work can now be accomplished in minutes. The QBR Assistant can auto-generate a complete, personalized, and on-brand overview. It intelligently includes the most relevant data and insights for each specific customer, allowing CSMs to walk into every meeting fully prepared for a strategic conversation.
Empowering strategic partnerships
By freeing CSMs from the burden of manual preparation, Realm’s QBR Assistant empowers them to focus on building deeper relationships, understanding customer challenges, and collaboratively planning for future success. This shift elevates the QBR from a simple review to a powerful forum for strategic alignment, ultimately driving customer loyalty, retention, and expansion opportunities.