Common Use Cases
Theory meets practice
Let's look at common scenarios where the Customer Value Platform approach makes a real difference.
Use Case 1: The Informed Sales Call
The Scenario
A sales rep is about to call a Hand-Raiser who requested a demo yesterday.
❌ Traditional CRM
Rep opens the contact record and sees: name, email, company, form submission date. Maybe job title if they're lucky. The call starts cold.
✅ Customer Value Platform
The call starts with context.
Use Case 2: The Renewal Conversation
The Scenario
Customer Success needs to prepare for a renewal meeting with a key account coming up in 60 days.
❌ Traditional CRM
CS sees the renewal date on the deal record. They check account notes from last quarter's QBR. They ask Sales what they remember from initial onboarding.
✅ Customer Value Platform
Strategic insights for renewal success.
Use Case 3: The Support Escalation
Use Case 4: The Marketing Campaign
Use Case 5: Leadership Visibility
Your Turn
Questions you struggle with
What do you need to know quickly about customers?
Handoff breakdowns
Where do teams lose context?
Context that changes engagement
What would change how you interact?
Proactive signals
What would help you act before problems arise?
These questions point to where unified views would make the biggest difference in your business.
Your Use Case
Which of these scenarios resonates most with your current reality? Pick one and think about how unified views would change it:
If you're in Sales/Marketing...
Think about your last customer call. What context were you missing? What would you have said differently with complete visibility?
(Past conversations? Stage in journey? What they care about most? Who else is involved?)
If you're in Customer Success...
Think about a recent renewal conversation. What expansion opportunities did you miss because you didn't know what was happening across the account?
(Other product usage? Team growth? New pain points? Budget changes?)
If you're in Leadership...
Think about the last time you asked "How's that account doing?" How long did it take to get a complete answer? What was missing?
(Revenue status? Relationship health? Expansion potential? Risk signals?)
The Pattern
In every case, the problem is the same: fragmented data makes it hard to see the complete picture. Unified views solve this by connecting the dots automatically.
Quick Check
You are ready to implement the Customer Value Platform approach. Where should you start?
Scenario: Implementation Strategy
Your team wants to adopt the CVP approach. What is the smartest way to start?