30 Best Customer Intelligence Platforms In 2025
10 Best Customer Intelligence Platforms Shortlist
Here's my pick of the 10 best software from the 30 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
The market is flooded with numerous customer intelligence tools, so selecting the most suitable one can be challenging. You want a tool that can accurately harvest customer data and extract meaningful insights - and you need to find the right one for your team. As a CX specialist who has spent countless hours researching various customer intelligence software, I bring you this list of the best customer intelligence tools.
Why Trust Our Reviews?
We’ve been testing and reviewing customer intelligence tools since 2021. As CX professionals ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different customer experience use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
The Best Customer Intelligence Platforms Summary Table
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for unified customer data | 14-day free trial | From $25/user/month | Website | |
| 2 | Best for social listening | 30-day free trial + free demo available | From $199/user/month (billed annually) | Website | |
| 3 | Best for enterprises | Free trial available | Pricing upon request | Website | |
| 4 | Best for personalized customer engagement | 14-day free trial | From $20/month | Website | |
| 5 | Best for ecommerce companies | Free trial available | Pricing upon request | Website | |
| 6 | Best for small businesses | 14-day free trial | From $249/user/month (billed annually) | Website | |
| 7 | Best for B2B customer intelligence | Free Demo | Website | ||
| 8 | Best for customer behavior analytics | Free plan available | From $120/month | Website | |
| 9 | Best for integrations | Not available | Pricing Upon Request | Website | |
| 10 | Best audience segmentation software | Free Demo | Pricing Upon Request | Website |
-
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
monday Service
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Issuetrak
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1
The Best Customer Intelligence Platforms Reviews
Here’s a brief description of each of the best customer intelligence platforms on my list showing what each does best, plus screenshots to showcase some of the features.
CRM Creatio is a comprehensive platform designed to automate customer-facing processes, providing a unified experience across marketing, sales, and service. With its no-code customization capabilities, it allows businesses to tailor workflows without extensive programming knowledge.
The platform offers a unified CRM experience, which consolidates all customer data into a single platform. This means your team can access comprehensive customer profiles, including contact details, interaction history, and AI-generated insights, all in one place. Such centralization facilitates better decision-making and more personalized customer interactions.
CRM Creatio also provides real-time analytics with tools to monitor and analyze customer interactions as they happen, allowing your team to respond promptly to emerging trends or issues. This immediacy ensures that your strategies remain relevant and effective, directly contributing to improved customer satisfaction and loyalty.
Some integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Sprout Social is a comprehensive social media management platform designed to help businesses effectively manage their online presence. It offers tools for publishing content, engaging with audiences, and analyzing performance across various social networks.
In terms of customer intelligence, Sprout Social provides a range of features to help you interact with and understand your customers over social media. With a smart inbox that centralizes cross-platform messaging, your team can have access to conversation history for better analysis. What really stands out, though, is Sprout Social's social listening feature. This lets you monitor conversations about your brand and industry across various channels, providing insights into customer sentiment and emerging trends.
Additionally, Sprout Social's analytics tools offer valuable insights into your social media performance. You can track engagement metrics, audience demographics, and content effectiveness across multiple platforms. These insights enable your team to make informed decisions and tailor your social media strategy to your ideal customers.
Some of Sprout Social's integrations include Facebook, Instagram, LinkedIn, Pinterest, Threads, TikTok, X (formerly Twitter), YouTube, Facebook Messenger, WhatsApp, Salesforce Marketing Cloud, and Tableau.
SAS is an analytics powerhouse with over 40 years of experience in the field of embedded customer analytics and multi-channel marketing intelligence. They are experts in marketing planning and customer journey activation. They currently have customers in over 147 countries and are installed at more than 83,000 business, government, and university sites worldwide.
Features I love include the system’s ability to create an OLAP cube (a data structure in SQL Server Analysis Services) for uber-fast processing of large amounts of data for smart, fast insights. You may need a dedicated IT or dev team to take full advantage of this, which is why I recommend the tool for larger enterprise business users.
SAS has an open API and claims to integrate with your existing tech. However, it does not list specific integrations on its site.Customer support is available via email, phone, and an extensive knowledge base.
SAS doesn’t list pricing on their website, but sources indicate their service can cost from $8,700/year.
They offer a free demo.
ActiveCampaign is a comprehensive marketing automation platform that offers a wide range of capabilities, including email marketing, omnichannel marketing, content creation, audience management, analytics and reporting, integrated AI, and integrations with over 900 marketing apps.
ActiveCampaign is a robust all-in-one solution for crafting and automating personalized customer experiences to boost business growth. What makes ActiveCampaign distinct is its suite of features including marketing automation, omnichannel marketing, and a CRM system, complemented by analytics and reporting capabilities
It excels at creating and automating personalized customer experiences. I believe ActiveCampaign is best for personalized customer engagement due to its ability to build effective email campaigns with dynamic content and segmentation, manage audiences, and create customized landing pages, which are crucial for connecting with customers in a meaningful way.
Standout features include email marketing, dynamic content, segmentation, CRM, landing pages, and forms. It also provides integrated AI tools, omnichannel marketing, content creation, audience management, analytics & reporting, automation recipes, email templates, and marketing tools to help businesses streamline their marketing efforts and improve customer engagement.
Integrations are available with over 900 apps that cater to various business needs. Key integrations to note include popular platforms such as Facebook, WordPress, Zapier, Google Analytics, Shopify, and WooCommerce, which support marketing automation, CRM, and e-commerce functionalities.
Funnel.io curates data from all your top sources like Google Analytics, Google Sheets, Facebook Ads, and Google Ads. It systemizes it using data connectors (freedom from CSV files!) to create valuable customer insights. In other words, Funnel.io helps in centralizing data from multiple sources into one place, with fresh data being pulled from all these sources several times a day. This way, you have the most up-to-date data always at your fingertips, helping you make accurate marketing decisions.
Funnel.io also helps in visualizing your spending data alongside your revenue data, so you can derive key insights on your campaign performance. You can add or remove platforms without breaking your data model and send the data to any connected tool. It also stores raw historical data so you can access and extract insights without starting from scratch. Ultimately you do not have to manually transform the data into insights.
Funnel.io helps you in cleaning, mapping, and swinging it all together in one place. This unifying of data at one place plus an added feature of currency conversion makes it the right fit for ecommerce businesses.
Funnel.io integrates with over 500+ marketing data platforms like Google Analytics, Salesforce, Stripe, MailChimp, Facebook, and other similar apps.
The pricing starts with the essential plan, billed at $399 per month.
You can also request a free demo.
Keap is a CRM and automation software designed to help small businesses enhance operations and customer engagement. It offers a suite of tools for managing customer interactions, automating marketing and sales processes, and capturing and analyzing customer data. With its integrated approach, Keap enables businesses to maintain detailed records, personalize communication, and gain valuable insights into customer behavior.
One of the primary reasons Keap is an excellent customer intelligence platform is its advanced automation capabilities. The software allows businesses to automate follow-ups, task assignments, and customer segmentation based on behavior and interactions to ensure timely and relevant communication.
Additionally, Keap's comprehensive reporting and analytics tools provide deep insights into customer data. Businesses can track key metrics such as customer engagement, conversion rates, and sales performance. The detailed analytics help identify trends and patterns in customer behavior, enabling businesses to make data-driven decisions.
The platform also offers customizable landing pages and forms to capture leads effectively. The captured data is seamlessly integrated into the CRM system, allowing for efficient lead management and nurturing. Furthermore, its sales automation tools help track leads through the sales pipeline, prioritize high-potential opportunities, and trigger automated follow-ups.
Integrations include QuickBooks, Zapier, WordPress, Shopify, Gmail, Outlook, PayPal, Stripe, Leadpages, and ScheduleOnce.
Zylotech is a comparatively newer player in the game but has fast proven its excellence in the field of customer intelligence. It was founded in 2014 and has headquarters in Boston. They have some of the biggest names in the tech space as clients, like Google, Cisco, and Palo Alto Networks.
Zylotech is a specialist in providing customer contact intelligence to customer operations teams. They have features in data governance, account-based marketing enablement (to focus on decision-makers in target accounts that matter most), and AI-driven predictive analytics. It combines trusted data governance with your ideal customer profile (ICP) and then uses AI-driven predictive data analytics based on customer behavior to yield the best-prioritized leads.
Using this combination of features, you will know who to target and when, and also how to target them in a more personalized way.A Stand out feature is its AI-driven predictive analytics that lets you understand the behavior patterns in your contacts list. Based on that, you can identify and select the next best action for a streamlined experience.Taking the right action helps in better customer engagement, more cross-sell/upsell opportunities, and a highly optimized sales pipeline.
Zylotech also gives you the ability to measure these results. Zylotech does not list any integrations on its site.
Zylotech does not list pricing on their site and offers custom pricing available upon request.
You can also request a demo.
Compass is a digital adoption platform designed to guide both employees and customers through complex digital ecosystems. It uses AI-powered tools and content to provide real-time assistance, helping users excel in tasks and workflows.
I chose Compass for its ability to offer customer intelligence through features like comprehensive analytics. The platform tracks user behavior, providing detailed insights into how your customers interact with your software. This data allows you to optimize training materials, enhance user experiences, and address areas where users may face challenges. By leveraging these insights, your team can make informed decisions to improve customer satisfaction and boost feature adoption.
Another standout feature is the AI-powered chat assist, which takes customer support to the next level. This chatbot is backed by the data from walkthroughs, knowledge articles, and documents, offering instant and accurate assistance. It not only improves issue resolution times but also allows you to understand recurring customer pain points.
Other features include a document library that enables you to create and manage polished technical documentation, ensuring users have access to reliable self-help resources. The application walkthroughs simplify intricate tasks, allowing customers to complete processes accurately and confidently.
Alida helps in creating deep customer insights through using progressive profiling where your database is continuously updated with insights about customer preferences, priorities, and buyer behavior.
Alida Sparq operates with a relationship-based approach where it uses every customer interaction touchpoint to segment and profile the customer. Here customer truths like motivations, preferences, and beliefs are translated into actionable data that help customers make decisions, optimizing the customer journey for sales, and de-risking decision making.
Alida has a huge list of integrations. It integrates out of the box with Adobe Experience Cloud, Salesforce, Marketo, Zendesk, SAP CRM, Tableau, Marketo, Facebook, Twitter, Hubspot, Kronos, Amazon, Campaign Monitor, Qualtrics, Squarespace, Shopify, Zoho CRM, and dozens more.
Alida offers customized pricing based upon request.
You can also book a free demo.
With Amperity, you can pull various customer segments and study their predictive customer lifetime value, customer lifecycle, sensitivity to discounts and offers, and affinity to specific products. This way, you can launch specific targeted campaigns that appeal to various audience segments. All the messy data from a variety of sources are unified in clean tables for your marketing and reporting needs.What I especially like about Amperity (and so do a lot of its customers) is its ability to segment high-value tiers.
Basically, you can double-click into analysis and add the context of your high-value tiers. This helps in understanding your high-value tier customer and their behavior to every marketing action you commit. For example, you can measure whether your high-value tier customers were among the first to shop when you started a new seasonal offer. This helps in constantly measuring your engagement and conversion levels specific to high-value tiers or, in general, to any customer type of your choice.
Another special feature is Amperity’s stitch that uses AI to deliver human-level intuition at scale. It helps in finding the hidden connections across all your customer records, be it in point of sale, eCommerce, email, loyalty, mobile or more. This ultimately gives you the ability to build rich customer profiles.
Amperity works seamlessly with all the major marketing, analytics, customer service, and data management systems. It directly integrates with apps like Salesforce Commerce Cloud, Amazon Kinesis, Asana, AWS Cloud Trail, and similar software.Customer support is available via phone, email, and a ticketing system.
Amperity does not list its pricing, and it is available upon a custom request.
You can request a free demo.
Other Customer Intelligence Platform
Here’s a few more that didn’t make the top list.
- YouGov
Self-service research tool
- Zeotap
Identity resolution software
- ActionIQ
Customer value calculation software
- Dataforce
For competitive intelligence
- Know Your Customer
Digital KYC compliance software
- PriceSpider
For customer journey visualization
- Plumb5
For auto-segmentation
- Upland Localytics
Mobile app analytics software
- FullStory
For consent management
- Arbit
For customer interviews
- Gong.io
Customer intelligence platform for revenue intelligence
- Customer Thermometer
For survey creation
- Leadspace
For SaaS companies
- Oracle Unity Customer Data Platform
For unified customer profile
- Customer Happiness Index
Predictive analytics software
- Adtelligence Customer Intelligence
Business intelligence platform for financial institutions
- Glassbeam
For healthcare companies
- Clootrack
For B2C companies
- LiftIQ
For Salesforce users
- Auryc
Session replay software
Related Customer Experience Software
If you still haven't found what you're looking for here, check out these related customer experience tools that we've tested and evaluated.
- Customer Service Software
- Help Desk Software
- Call Center Software
- Customer Messaging Platform
- Digital Experience Platform
- Sentiment Analysis Tools
Selection Criteria for the Best Customer Intelligence Platforms
Selecting the right customer intelligence platform requires a strategic approach, focusing on functionality and how well it meets the specific use cases critical to enhancing customer journeys. This involves a thorough evaluation of features intrinsic to these platforms, addressing buyers' needs and pain points effectively. It's essential to leverage actionable analytics to optimize customer experiences. Based on my extensive research and hands-on experience with these tools, I've developed a comprehensive set of criteria for evaluating these platforms.
Core customer intelligence platform Functionality: 25% of total weighting score
Common features for customer intelligence platform typically include data integration capabilities, customer segmentation, behavior tracking, predictive analytics, personalized recommendation engines, customer journey mapping, real-time analytics, A/B testing, customer feedback collection, and social media monitoring. To be considered for inclusion on my list of the best customer intelligence platforms, the solution had to support the ability to fulfill common use cases including:
- Segmenting customers based on behavior and preferences for targeted marketing.
- Tracking customer interactions across multiple channels to understand their journey.
- Utilizing predictive analytics to anticipate customer needs and trends.
- Creating personalized experiences based on collected data to increase engagement.
- Measuring and analyzing customer feedback to drive continuous improvement.
Additional Standout Features: 25% of total weighting score
- Innovative data visualization tools that go beyond basic charts and graphs.
- Advanced AI and machine learning capabilities for deeper insights and predictions.
- Integration with a wider ecosystem of marketing and sales tools for seamless workflows.
- Robust privacy and data security features to protect sensitive customer information.
- Customization options that allow businesses to tailor the platform to their specific needs.
Usability: 10% of total weighting score
- Intuitive user interface that simplifies complex data analysis for users of all skill levels.
- Drag-and-drop features for easy report creation and dashboard customization.
- Clear and concise documentation that helps users understand how to use all features.
Onboarding: 10% of total weighting score
- Comprehensive training materials, such as videos, templates, and interactive product tours.
- A streamlined setup process that gets businesses up and running with minimal downtime.
- Access to customer success teams for personalized onboarding assistance.
Customer Support: 10% of total weighting score
- 24/7 support availability through multiple channels (phone, chat, email).
- A responsive support team with a proven track record of solving customer issues promptly.
- A robust online knowledge base for self-service troubleshooting and learning.
Value For Money: 10% of total weighting score
- Transparent pricing models that align with the features and value provided.
- Scalable plans that grow with your business, avoiding unnecessary costs for unused features.
- A free trial or demo to evaluate the platform's effectiveness before making a financial commitment.
Customer Reviews: 10% of total weighting score
- High ratings for ease of use and customer support, indicating a positive user experience.
- Positive feedback on the platform's impact on customer engagement and business growth.
- Testimonials highlighting specific features that users found valuable in achieving their goals.
Through this comprehensive approach, businesses can select a customer intelligence platform that not only meets their immediate needs but also positions them for sustained success in a competitive marketplace.
How to Choose a Customer Intelligence Platform
Choosing the right customer intelligence platform can help deepen your understanding of customer behaviors, boost your team's efficiency, and also drive personalized marketing strategies.
As you're shortlisting, trialing, and selecting customer intelligence software consider the following:
- What problem are you trying to solve - Start by identifying the customer intelligence platform feature gap you're trying to fill to clarify the features and functionality the customer intelligence platform needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the customer experience team, or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all, or speed for your customer intelligence platform power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM or HR software. You'll need to decide if the tools will need to integrate together, or alternatively, if you can replace multiple tools with one consolidated customer intelligence platform.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare customer intelligence platform features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends In Customer Intelligence Platforms
This year, the landscape of customer intelligence platforms is marked by rapid evolution, with a focus on leveraging actionable analytics to optimize customer journeys. Here's a summary of key trends and features shaping the future of customer intelligence:
- Integration with Advanced Analytics and AI: Products are increasingly incorporating advanced analytics, machine learning, and AI to offer deeper insights into customer behavior. This allows for more personalized customer interactions and predictions of future behaviors, optimizing customer journeys.
- Emotion AI and sentiment analysis: Newer customer intelligence platforms are incorporating advanced emotion AI to analyze customer sentiment beyond just text. This can include analyzing facial expressions in video chats or vocal intonations in phone calls, enabling highly personalized customer interactions.
- Customer journey simulation: Forward-thinking platforms are offering customer journey simulation tools. These allow businesses to model different scenarios and predict the impact on customer satisfaction, helping to identify and address potential pain points proactively.
- Focus on explainable AI: While AI plays a bigger role, there's a growing demand for explainable AI within CI platforms. This means the platform should be able to explain the reasoning behind its recommendations, fostering trust and transparency for CX professionals.
- Decreased emphasis on basic reporting: Basic reporting functionalities like basic customer segmentation are becoming commoditized. Leading CI platforms are moving towards offering more advanced analytics and actionable insights to differentiate themselves.
By embracing these trends, CX specialists and customer service professionals can unlock the full potential of customer intelligence platforms to deliver exceptional customer experiences and foster enduring customer loyalty.
What is a Customer Intelligence Platform?
A customer intelligence platform is a tool that collects customer data from a variety of relevant data sources and combines them into a single platform. It achieves this by using AI to uncover trends and hidden insights in customer behavior and then provides actionable recommendations to inform marketing campaigns, product development, or pricing strategies.
Using a customer intelligence platform ensures that you can understand your customers deeply and deliver personalized experiences by leveraging the analytics, customer segmentation, and data visualization features that these tools provide. As a marketer, you can also use insights from this software to build custom audiences and launch the right customer-centric, data-driven offers at the right time.
Features of Customer Intelligence Platforms
To truly transform customer interactions, you need a customer intelligence platform that unlocks actionable insights. Here, I highlight the most crucial features to look for when searching for a solution that solves your specific needs:
- Data Integration and Management: Efficiently consolidates and manages data from various sources (like website behavioral data and surveys). This feature is fundamental because it ensures that all customer interactions and data points are captured and organized, making it easier to analyze customer behavior and preferences.
- Customer Segmentation: Allows for the grouping of customers based on specific criteria. By segmenting customers, businesses can tailor their marketing and customer service efforts to meet the unique needs of each group, enhancing personalization and effectiveness.
- Predictive Analytics: Employs machine learning algorithms to predict future customer behaviors. Predictive analytics are crucial for anticipating customer needs and preferences, allowing businesses to proactively address potential issues and opportunities.
- Customer Journey Mapping: Visualizes the path customers take with a brand. Understanding the customer journey helps businesses identify key touchpoints and moments of truth that influence customer satisfaction and loyalty.
- Sentiment Analysis: Analyzes customer feedback to determine the sentiment behind it. This feature is important for gauging overall customer satisfaction and identifying areas for improvement in products, services, or customer interactions.
- Real-time Analytics: Provides immediate insights into customer behavior and interactions. Real-time analytics enable businesses to act quickly, adjusting strategies as necessary to address customer needs and market trends.
- Personalization: Tailors experiences to individual customer preferences. Personalization is key to delivering relevant and meaningful experiences that resonate with customers, enhancing satisfaction and engagement.
- Voice of the Customer (VoC): Captures and analyzes customer feedback across channels. VoC programs are essential for understanding customer needs, pain points, and satisfaction drivers, allowing businesses to make informed decisions.
- Actionable Reporting and Dashboards: Delivers insights through easy-to-understand reports and dashboards. This feature enables businesses to quickly grasp complex data, making it easier to derive actionable insights and make informed decisions.
- Privacy and Compliance Tools: Ensures data privacy and regulatory compliance. With increasing concerns and regulations around customer data privacy, a CIP must include robust tools to protect customer information and comply with global data protection laws.
By integrating these features into their operations, companies don't just stay ahead; they pave the way for a new era of customer engagement where every interaction is an opportunity to delight and retain.
Benefits of Customer Intelligence Platforms
Customer intelligence platforms have become essential tools for businesses aiming to deepen their understanding of customer behaviors, preferences, and trends. By leveraging data analytics, these platforms offer insightful perspectives that help organizations make informed decisions, enhance customer experiences, and drive growth.
Below are five primary benefits that users and organizations can gain from integrating customer intelligence software into their strategies.
- Enhanced Personalization: Tailored customer experiences become achievable. Customer intelligence platforms analyze customer data to reveal individual preferences and behaviors, enabling businesses to personalize marketing messages, product recommendations, and services, leading to increased customer satisfaction and loyalty.
- Improved Customer Retention: Strategies backed by customer insights. By understanding the customer journey and identifying potential friction points, these platforms help businesses implement proactive measures to improve customer satisfaction, reduce churn rates, and foster long-term relationships.
- Data-Driven Decision Making: Informed strategies and actions. Customer intelligence platforms provide comprehensive analytics and insights, allowing businesses to base their strategic decisions on data rather than assumptions. This leads to more effective marketing, product development, and customer service strategies.
- Increased Operational Efficiency: Streamlined processes and reduced costs. By automating the collection and analysis of customer data, these platforms free up valuable resources, allowing teams to focus on strategy and innovation rather than manual data handling, thereby reducing operational costs.
- Competitive Advantage: Staying ahead in the market. Access to detailed customer insights enables businesses to anticipate market trends, adapt to changing customer needs faster than competitors, and identify new opportunities for growth and innovation.
By leveraging the power of these platforms, organizations can transform data into actionable insights, leading to improved customer experiences, operational efficiencies, and strategic decision-making.
Costs And Pricing For Customer Intelligence Platforms
Customer Intelligence Platforms (CIPs) are sophisticated tools designed to gather, analyze, and interpret data about customers to improve business decisions and enhance customer relationships.
These platforms offer a range of functionalities from basic data collection to advanced predictive analytics, making them invaluable for businesses looking to understand and serve their customers better. For software buyers new to this domain, it's crucial to choose a plan that aligns with their business size, needs, and growth trajectory. Pricing and features can vary widely, making it essential to understand what each plan offers.
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Basic analytics, limited customer data storage, community support, access to standard reports |
| Basic | $500/month | Enhanced analytics, increased data storage, email support, dashboard customization |
| Professional | $1,500/month | Full analytics suite, unlimited data storage, priority email and phone support, API access, integration capabilities |
| Enterprise | Custom | Advanced predictive analytics, dedicated account manager, custom integrations, personalized training sessions, 24/7 support |
When considering a Customer Intelligence Platform, it's crucial to assess not only the immediate needs of your business but also potential future requirements as your company grows. The right platform should not only fit your current budget but also support your strategic goals with scalable features and capabilities.
New & Noteworthy Product Updates
Below, you’ll find my take on the latest and greatest customer intelligence platform product updates. Discover what’s now possible through feature releases, improvements, and updates on web, desktop, and mobile apps. Learn what’s new, if it’s hot—or not, and why it matters for uncovering trends and hidden insights into customer behavior.
March 2024: Customer Intelligence Software Updates
SAS Customer Intelligence 360 Update Notes
The March 2024 update to SAS Customer Intelligence 360 introduces substantial enhancements to the Unified Data Model (UDM) for schema 15. This update adds additional channel metrics to the DAILY_USAGE and MONTHLY_USAGE tables and includes new columns in the EMAIL_OPEN, EMAIL_CLICK, and EMAIL_BOUNCE tables. These additions provide deeper insights into email interactions and delivery issues, including detailed information on how emails are accessed and why they bounce, with specifics from Sparkpost.
These enhancements enable marketers to track and analyze customer engagement across multiple channels more effectively. By enriching email interaction data, users gain a clearer understanding of customer behaviors, improving targeting strategies and optimizing communication. The added details on email deliverability issues help in refining email campaigns, ensuring higher engagement rates and better overall marketing performance.
Verdict: Hot! The update addresses long-standing challenges in tracking and understanding detailed customer interactions across multiple channels. Enhanced metrics for email engagements provide marketers with precise tools to optimize communication strategies effectively, leading to better customer insights and improved campaign performance.
Funnel Update Notes
Funnel Dashboards, introduced in March 2024, centralizes and simplifies the process of data visualization for marketers directly within the Funnel platform. Previously, creating meaningful visualizations involved multiple steps—extracting data, normalizing it, and then exporting it to other tools for dashboard creation, each step increasing the risk of data issues. This new feature integrates these steps, allowing users to transition smoothly between data exploration and dashboarding, thus preserving data integrity and accelerating the workflow.
For marketers, Funnel Dashboards offers a tailored solution that meets the need for quick, clear visualization of performance data to communicate effectively with stakeholders. It eliminates the need for external tools by providing customizable, high-level dashboards within Funnel, which can be easily adjusted to suit different audiences. This streamlined approach not only enhances reporting speed and efficiency but also reduces the likelihood of data errors, leading to more reliable insights and satisfied stakeholders.
Verdict: Hot! Funnel Dashboards streamline the cumbersome multi-step process of data visualization for marketers. This integration crucially enhances efficiency and data reliability, making it a valuable upgrade for users needing quick, effective analytical tools.
Customer Intelligence FAQs
Here are a few additional questions—answered—to help you find your way.
What is customer intelligence?
What happened to Ignitionone’s customer intelligence platform?
What is the difference between customer intelligence and business intelligence?
How do customer intelligence platforms differ from other customer data tools?
How do customer intelligence platforms ensure data privacy and security compliance?
What Should I Read Next?
What Do You Think About These Customer Intelligence Platforms?
Companies that lead in customer experience management outperform those that lag by over 80%. Moreover, avoidable churn costs companies up to $35.3 billion in lost revenue, making customer intelligence platforms an appealing option for growth-focused organizations.
The tools on this list are my top selections for the best customer intelligence platforms. If you liked this list, I would really appreciate it if you could hit the share button and share it with your network on your social media channels. Who knows who you might be helping with this tool list!
Want to stay ahead with all things related to customer experience, UX, and design thinking? Subscribe to The CX Lead newsletter and stay ahead with the latest insights from top thinkers in the CX industry.