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CUSTOMER & SALES

Connect customer cases, sales activity and the next action.

Connect customer information with follow-through. Give teams a shared view of cases, responsibilities and next actions, with reporting that helps them understand the wider picture.

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Card required at signup. No charge until your 30 day trial ends. Your assisted trial starts after onboarding and environment setup.
CUSTOMER, SERVICE AND COMMERCIAL TEAMS

What can customer & sales teams bring together?

Choose the workflow you want to improve. We agree the data, contributors, review steps and outputs, then confirm the existing solution and any development needed.

  • Case management
  • Customer service
  • Sales operations
  • Connected-channel listening
  • Customer churn modelling
  • Demand forecasting
FROM DATA TO ACTION

Make the next step clear.

01

Bring signals together

A shared view of customer activity

02

Understand the context

Accountable follow-up

03

Assign the next action

Analysis connected to a business action

04

Review progress

Confirm the action, its owner and what the team will review next.

SEE AN EXAMPLE

Pricing decisions

Explore the evidence behind a commercial pricing decision.

Read the transcript

Pricing is another decision where the quality of the evidence matters. This experiment shows a possible improvement, but the uncertainty is too wide to establish a reliable gain. The current recommendation is to hold the rollout. A useful intelligence platform helps the team recognise both an opportunity and the point where more evidence is needed.

An example from the supplied application recordings. Scope, data and outputs depend on your agreed application.

START WITH YOUR PROCESS

Tell us what you want to build.

Share your requirements. No card or commitment.

Describe the result you need and the information you work with. We can help you identify a suitable existing application or scope a tailored pilot.

  1. Share the problem and your data sources.
  2. Discuss the workflow and a practical starting point.
  3. Agree the scope, costs and trial route.
No card is needed to make an enquiry.

A card is required when you start a trial. An enquiry does not start a subscription or commit you to a project.

Where is your data today? Optional, choose any
What should the application help with? Optional, choose any

We use these details to respond to your enquiry. Read our privacy policy. Please describe the systems you use without including passwords or customer records.

TWO WAYS TO GET STARTED

Start on your own,
or prepare an application with us.

Explore on your own, or work with us to prepare an application around your business.

Available after signup

Start with the platform.

Go from your own spreadsheets to reporting, analysis and practical data tools.

  • Upload spreadsheets and create reports
  • Ask your data questions with AI
  • Create visuals with AI prompts
  • Build tables and data-entry forms with DataApps
Start a 30 day trial Card required at signup. No charge until your 30 day trial ends. Review the selected plan and terms.
Prepared with you

Try your business application.

Explore the full application offering with an environment prepared around your workflow.

  • Finance, operations and customer applications
  • Existing solutions or a tailored application
  • Custom machine learning and forecasting
  • 30 days starting after onboarding and setup
Request an assisted trial Card required at signup. No charge until your 30 day trial ends. We confirm scope, preparation and your trial start together.

A trial that starts when you are ready. Environment setup typically takes one to two days. User setup, data connections and any agreed custom development may take longer.

PLAN YOUR EVALUATION

Questions to answer before you start.

Does this replace our CRM or service system?+

The starting point is your existing process. An application can connect information through APIs, imports or direct entry and provide a shared view of work. Replacing a source system is a separate scope decision, not a requirement for exploring DataNova.

How can customer and sales teams use the application?+

Teams can bring case status, responsibilities and sales activity together, investigate the data and assign the next action. The fields, connections and workflow are prepared around the process you agree with us.

What does a churn model need?+

A useful churn model needs a clear definition of churn and enough relevant historical customer behaviour to evaluate it. We agree the prediction horizon, baseline, limitations and how your team will review the output before using it.

A FEW USEFUL ANSWERS

Before you get started.

The essentials about applications, preparation and your two trial options.

What can I use straight after signup?+

The standard platform gives you spreadsheet uploads, reporting, AI analysis, AI-created visuals and DataApps for table creation and data entry. Choose a plan and start through the existing signup process. A card is required at signup. You are not charged until the 30 day trial ends.

Do I need a card for the trial?+

Yes. A card is required at signup for both the standard platform trial and the assisted application trial. You are not charged until your 30 day trial ends. The assisted trial lasts 30 days, starting after onboarding and environment setup. We agree the application scope, preparation and ongoing costs with you before it starts.

Which applications can I try with your help?+

The assisted 30 day trial covers our finance, operations and customer application offering, including custom predictive models. We agree the workflow, prepare the environment and complete onboarding before your trial starts.

When does the assisted trial begin?+

Your 30 days start after onboarding and environment setup. Environment setup typically takes one to two days. User setup, data connections and any agreed custom development can take longer, so we confirm the preparation steps and start date with you.

Are all these applications ready to use immediately?+

Start with an existing DataNova solution or commission an application around your requirements. We confirm the available starting point, configuration and any development needed before preparing an assisted trial.

Can we use Excel and our existing systems?+

Applications can use API connections, Excel imports or information entered directly on screen. The connection method, preparation and refresh requirements depend on your systems and agreed scope.

Is implementation included in the assisted trial?+

If an existing app fits without additional mapping or implementation, implementation and the 30 day trial are free, followed by normal subscription charges. If mapping or custom work is required, we agree the pilot and full quote upfront. After the 30 day trial, the quoted implementation fee and monthly subscription are payable only if you choose to proceed.

What happens after the trial?+

Review the selected plan, renewal and cancellation terms before confirming a standard trial. An existing app that fits moves to normal subscription charges after the assisted trial. For a pilot needing mapping or custom work, the quoted implementation fee and monthly subscription become payable after the trial only if you choose to proceed. We agree the scope and decision process upfront.

Bring your next reporting
or planning challenge.

Tell us what you want to improve, which systems hold the data and who needs to use it. We’ll help you identify a practical starting point.

Discuss your use case
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