Company Timelines are where your whole team can get an up to date picture of every customer in seconds.
Each Company in CustomerOS has a timeline of your history with that Company.For every integration and data object linked to the Company you will be able to see that full history here.
Emails, Meetings, Calls and Messages (Slack, Teams, etc.) can be seen in the timeline so you can connect the dots and see exactly where you stand with each customer.Communication information is also ingested by our AI (based on the permissions set for each communication stream) to allow CustomerOS to be smarter about helping you to improve your customer prospecting based onNote: Slack DMs are not currently supported for ingestion.
There are two key types of usage data collected by CustomerOS:
Prospect website interactions (presales)
Product interactions (postsales)
This data used as signals for Account Based Marketing (ABM), purchase intent, upsale potential and revenue retention.To prevent this data from causing the timeline from filling up with noise, we filter down to key events that are important in your customer lifecycle:
First Company website visit
First identified Contact website visit
First soft engagement (form submission, newsletter signup)