Concepts are great. But seeing them in action is better.
Let's follow a real journey through all eight Value Path stages — an 18-month story that shows how the same relationship looks from different perspectives.
Meet Your Protagonist
Sarah Chen
Sarah leads a team of 4 and is responsible for the systems and processes that help Sales, Marketing, and Customer Success work together seamlessly.
Sarah's Challenge
Sarah's company has grown quickly. What used to work with a small team and simple spreadsheets is now breaking down. She's facing the classic symptoms:
Finger Pointing
Sales and Marketing can't agree on lead quality
Too Late
Customer Success discovers problems after they've escalated
Slow Reports
Leadership requests take days to compile manually
Context Gap
New team members struggle to understand customer history
The Company She Works With
Through the journey, you'll see Sarah's interactions with a fictional company — let's call them "ValueFirst Solutions" — as she progresses through the Value Path stages.
Key people she'll interact with:
First point of contact who responds when Sarah raises her hand
Post-sale partner who ensures implementation success
Team that Sarah encounters when things don't go perfectly
What You'll See
The Four Views Theater shows Sarah's journey through four lenses:
Unified Customer View
How Sarah's profile builds over time — from anonymous visitor to known contact to valued customer to active champion.
Unified Revenue View
The commercial side of the relationship — from opportunity to closed deal to renewal to expansion.
Unified Business Context
The intelligence that accumulates — patterns, signals, and insights that inform better decisions.
Unified Team Enablement
How different team members coordinate to serve Sarah well at each stage.
The Contrast
Throughout the experience, you'll also see the "traditional CRM view" — what the same moments would look like in a system organized around transactions instead of relationships.
The difference is striking. Same data. Same events. Completely different understanding.
A Note on Learning
The interactive experience works best when you:
Take your time
Don't rush through the stages — let each moment sink in
Toggle between views
See how different perspectives reveal different insights
Notice context building
Watch how understanding deepens over time
Apply to your business
Think about how this mirrors your own customer relationships
Quick Check
As you watch Sarah's journey, what should you focus on?
Scenario: What to Watch For
In the Four Views Theater, what is most important to observe?
Ready to see it all in action? Let's go.