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Drive customer success with data-driven recommendations

It’s essential to have data to support your recommendations to motivate customer behavior but finding the right information can take valuable time away from face-time with customers. Get the insight you need to point your customers in the right direction. As you start new engagements, discover relevant people and information with Intelligent Search & Discovery. 

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Locate experts in your company and connect with them quickly via email, chat, or a call. You can also easily find relevant content that’s been shared with you based on what you’re working on. 

To ground your recommendations in data and convey key trends, combine data in Excel and shape it with Power BI to visualize impactful trends. Share your recommendations with the client through your interactive Power BI dashboard.


  • Find expert advice and information within your company.

  • Share insights that back up your recommendations.

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