1. Introduction
Did you know that CSMs spend an average of 6-8 hours creating slides for Quarterly Business Reviews (QBRs) and Monthly Business Reviews (MBRs)?
What if you could automate that process and cut your time down to minutes?
Customer Success Managers juggle multiple tasks, and creating insightful, visually appealing slides for meetings often takes up a significant portion of their time. With constant pressure to present data in a digestible way and tailor insights to individual customer needs, manual slide creation can quickly become a bottleneck.
The Smart Slides feature in AppEQ.ai is here to change that. Imagine having a tool that automatically generates customized slides for your QBRs, MBRs, or any other customer-facing presentations. With Smart Slides, you can focus more on strategic conversations with customers and less on formatting and slide creation.
2. What is the Smart Slides Feature?
Smart Slides is an AI-powered tool within the AppEQ.ai platform that automates the creation of presentation slides for customer meetings. Using data insights, it generates slides that are relevant, accurate, and tailored to the specific needs of each customer or account.
Key Benefits:
Time Savings: Generate fully designed slides in minutes instead of hours.
Customization: Automatically tailor slides based on customer data and KPIs.
Data-Driven: Incorporates real-time account health and sentiment data to present meaningful insights.
Consistency: Ensures each slide is up-to-date and aligned with the most recent metrics, so you don’t have to manually adjust data.
3. Why is Smart Slides Important?
Many CSMs are overwhelmed with the amount of time it takes to manually create presentations that accurately reflect account performance. Smart Slides addresses this by eliminating repetitive tasks and helping you stay focused on the customer experience rather than slide formatting.
Lack of Time: CSMs often spend an average of 6-8 hours creating QBR and MBR slides.
Manual Effort: Repetitive data entry and slide design can lead to mistakes or inconsistency.
Customer-Facing Efficiency: With Smart Slides, you can save time while still impressing customers with data-driven, visually compelling presentations.
Impact:
By freeing up valuable time, Smart Slides empowers CSMs to spend more time on relationship-building, proactive account management, and strategic decision-making. It also ensures the presentations are aligned with customer goals, driving better engagement and retention.
4. Key Features of Smart Slides
AI-Powered Design:
The system uses AI to automatically generate slide content based on account data, customer sentiment, and KPIs. You no longer need to start from scratch or worry about formatting.Customizable Templates:
Tailor the look and feel of your slides with customizable templates that match your brand, allowing for both uniformity and personalization.Real-Time Data Integration:
Smart Slides pulls in real-time data directly from your AppEQ.ai account or integrated CRMs, ensuring the slides are always up to date with the latest insights.Interactive Slide Features:
Slides can include clickable elements like charts, graphs, and other visualizations that make the data more engaging and easier for customers to understand.
5. How to Use Smart Slides
Step 1: Set Up Data Sources
Connect AppEQ.ai to your CRM or data platform to ensure seamless data flow into your slides.
Step 2: Access Smart Slides on AppEQ.ai
Step 2: Choose from the templates you want to work on.
Choose whether you're creating slides for a QBR, MBR, or any other customer-facing session. Select from Pre-built templates or choose to create you own slides.
Step 3: Customize Your Slides
Customize your slide layout and design based on the customer’s needs and choose from the snapshots that are already generated in the "General" MetricsHub.
Step 4: Review & Edit
You can also choose the customer for which the snapshot for different metrics has to be generated - NPS score, product usage etc. The AI will generate snapshots that can be added to your slides, but you can always tweak them to highlight specific insights or focus areas.
Step 5: Present with Confidence
Download or present your slides directly from the platform, knowing they’re tailored to the exact data points that matter to the customer. You can even share the slides directly to your customer through our email option.
6. Use Cases
Retention:
Quickly identify at-risk accounts by pulling in health scores and sentiment data into slides, enabling you to highlight areas for improvement or celebrate recent wins.Upsell Opportunities:
Use customer data to highlight areas where your customer could benefit from new features or products, identifying natural expansion opportunities.Customer Success Planning:
Organize your QBR or MBR by aligning the slides with customer goals and KPIs, ensuring you’re prepared to provide valuable recommendations during your meetings.
7. Metrics and Results
Time Savings:
CSMs can reduce the time spent creating slides by up to 90%, freeing up hours for more value-added tasks.Improved Customer Engagement:
Real-time data presentation makes it easier to have meaningful conversations, leading to stronger relationships and better retention rates.Increased Operational Efficiency:
With more time spent on strategy and less on administrative tasks, CSMs can improve their overall productivity and impact on customer success outcomes.
Incorporating Smart Slides into your workflow makes QBRs and MBRs less time-consuming and more effective, so your team can focus on what truly matters: driving customer success.
Please refer to the video below for a clearer understanding of the Smart Slides feature.