Maximizing QBR success using GenAI & automation

Quarterly Business Reviews (QBRs) play a crucial role in the success of SaaS products. They offer a structured way for SaaS providers to connect regularly with customers, nurturing strong relationships that impact renewal, retention, and growth. During QBRs, SaaS vendors must showcase the value their product delivers through metrics like ROI and other key business indicators. Additionally, they can identify opportunities for upselling and cross-selling based on evolving customer needs and goals.

However, despite their significance, QBRs pose challenges. Gathering and analyzing customer data for insights on usage, adoption, and health can be time-consuming. Creating personalized QBR presentations with relevant insights and recommendations, tailored to different personas and objectives (e.g., renewal or expansion), is a labor-intensive process. This manual approach leads to varying quality and outcomes based on individual or team efforts.

Join our AI² Workjam event to witness a live demo of Workato and GenAI to discover how they work together to generate highly personalized QBR decks, complete with precise insights and talking points, in minutes. Empower your Customer Success and Sales teams with the confidence and tools they need to engage customers effectively, driving desired outcomes.