Intelo.ai

As the year comes to a close, we’re reminded of the connections, growth, and opportunities that made 2024 truly special. From launching our AI Agents for Customer Success to seeing them help teams drive measurable impact, we’re so grateful to have been a part of your journey. This holiday season, we hope you take a moment to rest, recharge, and celebrate the amazing work you’ve done this year. Here’s to building even stronger customer relationships, driving more outcomes, and creating success stories together in 2025! Wishing you and your teams a joyful and prosperous holiday season. 🎄✨ Merry Christmas from Team Intelo! ✨🎄

As 2024 Wrapsup, Is Your CS Strategy Ready for the Next Level? The year-end is here, and Customer Success leaders are reflecting: ❓ What worked? ❓ What didn’t? ❓ Where can we drive real change in 2024? Incremental improvements—tweaking processes or adding another layer of reporting—won’t cut it anymore. Customers want outcomes, not just activities. That’s why we believe in rethinking Customer Success with AI Agents—designed to empower your team to focus on what truly matters: delivering measurable impact. Meet your AI teammates: 💡 Outcome Agent: - Identifies use cases and KPIs during the sales process, aligning teams from the start. - Tracks and refines these outcomes across the lifecycle to ensure measurable value. - Simplifies the sales-to-success handover, keeping everyone on the same page. 📊 Engagement Agent: - Automates touchpoints like QBRs, follow-ups, and escalations. - Keeps customers engaged with personalized interactions, ensuring no one falls through the cracks. 🚨 Risk Agent: - Proactively identifies churn risks by analyzing all your customer data. - Flags high-priority risks and offers actionable insights to address them before they escalate. 🎯 CSQL Agent: - Surfaces upsell and cross-sell opportunities hidden in your customer base. - Uses AI to score and prioritize leads, helping your team focus on the highest revenue opportunities. With these AI Agents embedded in your CRM (HubSpot or Salesforce), you’re not just streamlining processes—you’re building a future-ready strategy that delivers real results. 👉 Ready to make 2025 the year of customer outcomes and growth? Schedule a demo and meet your new AI teammates.

"How important are your existing customers to you?" A question that gets a quick "very important!" from most CEOs. But here's the catch — where is all the data on those critical customers kept? 🤔 Interactions, insights, conversations—most of the time, it’s not in your CRM. Not in Salesforce Not in HubSpot Surprising, right? Your existing customers are the backbone of your business. Knowing where their data lives—and how you use it—could be the difference between growth and missed opportunities. Watch Roopesh Nair our CEO break it down in this discussion with our CEO advisory board. Are you making the most of your existing customer data? Let’s discuss below 👇

🚀 MarTech providers are raising the bar—and Intelo CS Agents are helping them lead the way. From improving ROI visibility to driving proactive customer engagement, Intelo has seen MarTech SaaS platforms unlock massive value for their customers with our AI-powered CS Agents. 🎯 Outcomes Agent MarTech leaders use Intelo to automate ROI calculations, generate real-time KPIs, and ensure implementation success—so customers can see the impact of their investments, not just track activity. 🤝 Engagement Agent No more disconnected touchpoints. Intelo’s Engagement Agent seamlessly automates strategic check-ins, generates rich AI-powered notes, and integrates directly into CRMs—saving teams hours every week. ⚠️ Risk Agent Proactive churn prevention? Check. Intelo helps MarTech providers surface risks with AI-driven scores, real-time escalations, and actionable tasks—keeping customers on track and revenue secure. 📈 CSQL Agent Upsell and expansion opportunities are no longer guesswork. Intelo identifies high-potential leads with precision, enabling MarTech teams to drive growth for their customers. 💡 The results speak for themselves: 84% improvement in process adherence $100K+ ARR saved within months by addressing risks early $250K+ ARR driven by uncovering upsell and expansion opportunities MarTech platforms partnering with Intelo CS Agents are redefining what “success” looks like—for their customers and their bottom line. Let’s keep pushing the boundaries together. Ushur Netcore Cloud Bloomreach Tovuti LMS Moofwd, Inc. #MarTech #SaaS #AI #CustomerSuccess #Growth #RevenueImpact #Intelo

Buying decisions can make or break your business. But let’s be honest—buying isn’t just about picking SKUs anymore. It’s about aligning budgets, anticipating trends, managing supplier dynamics, and balancing the art and science of retail. At Intelo.ai, we’ve built Buying Agents to act as your strategic partner, helping you stay ahead in this high-stakes game. ✨ Meet the Buying Agents: OTB Strategist: Ensures buying decisions align with Open-to-Buy budgets so you don’t overspend or underbuy. Example: “What’s the best way to allocate my OTB across categories to hit our seasonal sales targets?” Assortment Architect: Partners with your team to design balanced assortments that meet customer demand while aligning with business strategy. Example: “Should we increase casual wear in our summer lineup based on current trends and LY sales?” Order Optimization Agent: Simplifies and streamlines orders by balancing demand forecasts, supplier constraints, and budget limits. Example: “Which supplier should I prioritize for next season’s handbags based on lead times and costs?” NPI Innovator: De-risks new product introductions by forecasting demand and profitability, ensuring confident buying plans. Example: “What’s the expected performance of our new denim launch, and how many units should we commit to?” 💡 These agents don’t just analyze data—they simplify complex decisions, so your team can focus on strategy. 📈 The Result? Confident buying decisions backed by generative AI. Better alignment with financial goals and customer preferences. More time for your team to innovate, not chase spreadsheets. Want to see how Intelo’s Buying Agents can transform your buying process? Let’s connect! 📧 [email protected] #RetailAI #SmarterBuying #PlanningSimplified #RetailInnovation

Allocators, let’s talk about your daily hustle: You’re balancing data, deadlines, and decisions that directly impact revenue. From ensuring the right products are in the right stores to managing markdowns and replenishments, it’s no small feat. But what if you had a teammate to handle the heavy lifting and give you back the time to focus on strategy? That’s where Intelo’s Allocation Agents come in—built to work alongside you. ✨ Meet the Squad: Door Allocation Strategist: Makes sure your inventory starts strong. Example: “How do we allocate the new fall jackets to maximize sales across our 200 stores? Let me analyze historical trends, regional demand, and seasonal shifts for you.” Rebalancing Pro: Keeps inventory in motion, not sitting still. Example: “Midwest stores are overstocked on boots, while coastal stores are selling out. Let’s rebalance inventory to match demand, saving you markdown headaches.” Markdown Optimizer: Turns underperforming SKUs into sales drivers. Example: “This category isn’t moving in 70% of stores. Let’s apply a 20% markdown and allocate inventory to doors where it sells best—maximizing sell-through with minimal margin impact.” Replenishment Wizard: Keeps your shelves stocked (but not overstocked). Example: “Running low on athletic wear in high-demand stores? Let me calculate replenishment quantities and timing so you’re always prepared.” 💡 These aren’t just tools—they’re your teammates, empowering you with data-driven insights, automated workflows, and real-time recommendations. 📈 The Result? Faster decisions. Better allocations. Less overstock, fewer stockouts. More time for you to focus on strategy. Ready to take your allocation game to the next level? Drop us a message or reach out at [email protected]. #RetailAI #AllocationSimplified #MaximizeSellThrough #RetailInnovation

Customer-centricity sounds easy, but it’s far from simple to maintain—especially when processes start to revolve around internal goals rather than customer outcomes. How many times have we seen a "Customer Journey" that’s just an activity checklist: ✅ Contract signed ✅ Go-live completed ✅ Renewal discussions started It’s a natural drift for organizations to focus on what they do, but this misses the point. Customers aren’t buying a process—they’re buying outcomes. At Intelo, we built Outcome Agent to help teams refocus on what really matters: Customer Goals: Right from the sales process, Outcome Agent identifies relevant use cases and KPIs that matter most to the customer—not just internal milestones. Actionable Progress: Tracks and refines these KPIs throughout the lifecycle, ensuring customers stay on track to meet their evolving needs. Measurable Results: Creates ROI-driven business cases that showcase tangible outcomes, keeping the focus on delivering value. When your process is built around the customer, they feel seen, supported, and successful. That’s the kind of journey that drives retention and growth. 💡 Schedule a demo with us to explore Outcome Agent—live in HubSpot soon!

Merchandisers, let’s talk about your world: You’re balancing creativity with data, juggling product assortments, placements, and promotions—all while racing against the clock. What if you had a teammate who could analyze, suggest, and validate ideas in minutes, so you could focus on delivering that perfect customer experience? That’s where our Merchandising Agents step in. They don’t replace your expertise—they amplify it by partnering with you to build smarter strategies, faster. ✨ Here’s how they help: Line Planner: Provides a starting point for assortment planning and validates the impact of your decisions. Example: "How does this assortment of summer tops and dresses balance across regions? Let’s test the impact before committing to the full rollout." Digital Decorator: Optimizes product descriptions and visuals for digital audiences. Example: "Rewrite this product description for SEO and engagement: ‘Elevated Linen Dress, Perfect for Summer Outings—Breezy, Stylish, and Sustainable.’" Placement Planner: Partners with you to assess placement effectiveness across channels and suggest improvements. Example: "Would moving those trending sneakers to the homepage or featuring them in a display window boost sales? Let’s analyze the data and find out." Promotions Strategist: Analyzes and tracks the impact of your campaigns, ensuring they deliver. Example: "Launching a weekend promo on lightweight scarves? Pair it with the top-selling trench coats and measure the upsell potential." These agents don’t just analyze—they partner with you, enabling your team to focus on creativity while the AI crunches the numbers. The result? Smarter decisions, faster execution, and better customer experiences. Want to see how iconic brands are using these agents to enhance merchandising while saving time? Let’s connect. 📧 [email protected] #RetailAI #MerchandisingSimplified #FashionTech #PartnerInExcellence

At the heart of every successful customer relationship lies one simple truth: customers care about results, not promises. Too often, teams focus on tools and features without tying them back to the customer’s real needs. This can lead to misaligned expectations, slower adoption, and missed opportunities to deliver value. That’s why we created Outcome Agent—to bridge the gap between goals and measurable results. Here’s how it works: 💡 Identifies relevant use cases and KPIs during the sales process, so teams and customers start on the same page. 📊 Tracks outcomes in real-time, ensuring customers see the impact of their investment. 🎯 Generates ROI-driven business cases, turning your value into a tangible story. With Outcome Agent, every feature and conversation ties back to the outcomes your customer needs, fostering trust and driving retention. 👉 Ready to deliver outcomes that matter? Schedule a demo today.

In the world of Apparel and Fashion, planning and allocation aren’t just numbers—they’re the difference between a trending sellout and unsold markdown racks. Imagine this: You’ve got high-rise jeans flying off the shelves in LA but sitting untouched in NYC. Your summer collection hits early in Florida but lags in Chicago’s still-chilly spring. And that statement jacket you heavily stocked for winter? It’s about to meet markdown territory. This is where our Planning and Allocation Agents come in—your ultimate teammates in the fast-moving world of fashion retail. ✨ How they help: Forecast Master: Predicts demand so your top sellers don’t turn into missed opportunities. Example: "What’s the impact of running a 30% off sale for our fall jackets this weekend?" You’ll know before the weekend even starts. Door Allocation Strategist: Ensures the right inventory is in the right stores, at the right time. Example: "Send those cropped tops to California ASAP—they’re the #1 request in our West Coast stores." Markdown Optimizer: Identifies underperforming items and suggests where they might shine. Example: "Let’s reallocate those formal dresses to New York—they’ll move faster in a market prepping for gala season." Turn “weeks of number crunching” into actionable results in minutes. Ready to give your planning team their evenings back and help your allocators get it right the first time? Let’s chat. 📧 [email protected] #RetailAI #FashionTech #PlanningSimplified #AllocationOptimized