Customer Intelligence

How to choose a customer intelligence platform

By
Joel Passen
October 24, 2022
5 min read

Despite customer intelligence still being an emerging field, there are already many incredible CI platforms that can help you get the most out of your data. Utilizing customer intelligence data will not only help improve your overall business strategy, but it’s also a powerful way to improve customer satisfaction and customer experience. 

Data on its own isn’t beneficial. What matters is understanding the customer journey of your users and analyzing data, customer feedback, and customer behavior to make better decisions.

But as with most things in business, not all customer intelligence platforms are created equal. Depending on your goals, the size of your company, and your budget, each platform has its own strengths and weaknesses.

Whether you’re already sold on the value of customer intelligence or looking for ways to take your business to the next level, this article will cover everything you need to know about choosing the right customer intelligence platform for your needs. 

Choose a customer intelligence platform that works well with your tech stack.

Businesses today, on average, use 37+ tools across their teams and departments. Every department has its “go-to” tools. Yet, keeping track of all that data collected by these tools can take time, and it only gets more challenging the more systems your business uses. With so many silos, it can be impossible to understand all your data in aggregate.

When choosing a customer intelligence platform, the platform you select must integrate deeply with the critical components of your current GTM tech stack.

For example, at Sturdy, many of our customers use Salesforce, so we began focusing on Salesforce integrations for our customers who rely on using the most popular CRM in the world. A customer intelligence platform can have flashy dashboards. Still, it will be challenging to realize game-changing value if it doesn’t pull the full payload from your CRM. 

At a minimum, buyers must choose a system that integrates directly into your CRM, email, and ticketing system. Be skeptical of CI tools that claim to integrate with hundreds of tools “out of the box.” Chances are these systems are using a third-party integration platform. While third-party integration platforms are great for some things, they can be limited when ingesting data from custom fields. And otherwise, they represent another failure point on the reliability daisy chain. 

Many CI platforms, such as our platform, Sturdy, become more valuable with more data they access. To that end, it’s essential to identify your largest customer feedback channels. For most of us, it’s likely email. Our research has shown that over 60% of B2B customer-to-business conversations are over email. This makes a tight integration with your email platform imperative. The right CI tools analyze email, and then and only then can they give you predictive customer intelligence data based on the bulk of your everyday customer interactions.

Pro tip: When considering customer intelligence platforms, integrations matter. Choose a system that has authorized integrations with your other vendors’ marketplaces. Avoid systems that rely on third-party integration platforms. And, if email isn’t a core integration, you’ll likely be missing the lion’s share of insights about your customer relationships. 

A secure, privacy-first customer intelligence platform

Let’s face it, there’s a consummate conflict of interest in businesses today. Business units must leverage data to turn raw information into actionable insights. On the other hand, InfoSec and privacy teams must ensure compliance with a myriad of regulations relating to collecting and using data, mainly when it contains PII.  

Personally identifiable information or PII is any information that permits an individual’s identity to be directly or indirectly inferred, including any information linked or linkable to that individual. But, if you collect someone’s name and email address, you are collecting PII. For this reason, you must choose a CI platform designed for the privacy-first era. Anything less is asking for trouble. Here are some tips to get started:

First, ensure your potential partner maintains an information security program certified by yearly SOC2 Type II audits. This protects the security, availability, confidentiality, integrity, and privacy of their services and your customer data.

Next, understand each provider’s approach to processing PII. Being SOC 2 Type II isn’t really about privacy. Otherwise, it’s essential to know if a vendor’s employees, consultants, or sub-processors have access to your customers’ PII. If they do, this is a problem. Look for a solution that offers a virtual data clean room. This way, you can ensure that data from different systems, including email, ticketing, and customer relationship management (CRM), is securely funneling into one spot. This data is encrypted and then anonymized, making it impossible for anyone in the data clean room to access PII. 

Choose a customer intelligence tool that gets buy-in across all your teams. 

There are very few teams in a SaaS business that don’t need more insights about customers. Customer intelligence is something your entire company should be involved in. Everyone in your organization will benefit from your chosen customer intelligence platform, from engineering to product to marketing. 

When choosing a CI platform, consider the following:

  • Insights for various teams: Customer Intelligence isn’t just for customer success teams. Product and engineering teams can immediately benefit from learning more about customer frustration, confusion, and wants directly from the voice of the customer. Marketing teams can transform positive insights into customer references. Rev Ops and the BI team can create new analytical frameworks from previously unavailable data.   

  • Fast time to value: Let’s face it, we’ve all bought platforms that were oversold, hard to implement, and even harder to administer. Look for solutions that can deliver insights to your specific use cases quickly. Understand the resources required to start receiving value and what resources are needed to maintain the program in the future. 

  • Tech stack: When choosing a customer intelligence platform, the platform you select must integrate deeply with the critical components of your current GTM tech stack. And don’t forget email. 60% of customer-to-business communications start with an email. 

  • Avoid duplicate functionality: CI platforms often have similar functionality to systems you already have, like customer success platforms and CRM systems. Look to compliment your existing system with rich data from a customer intelligence solution. 

  • Security: Does the platform have a clear and transparent take on data security? Ensure that any system you choose is SOC 2 Type II ready.

  • Data privacy: How does the platform handle data privacy? Is the vendor using anonymization, pseudonymization, and de-identification techniques?

Customer intelligence is not a magic bullet: Avoid platforms that make incredibly bold claims.

It’s essential to have realistic expectations when choosing a CI tool. Just as AI-driven content marketing can be helpful for copywriting and content marketing, it won’t do all the legwork for you.

This advice applies to customer intelligence platforms and any SaaS tool your business might use. Many “all in one” tools or “magic bullet” solutions claim they can do everything. But remember, the more the vendor tries to do, the more likely they, too, have “soft spots” where the technology isn’t good. 

At the end of the day, a customer intelligence solution should help you operationalize your practices and programs and get your entire organization enthusiastic about using insights to improve products, drive growth and expansion, and, ultimately, increase your NDR. Find solutions that demonstrate a clear path to value in the shortest time. These are the solutions that the C-suite can fund. 

Finally, customer intelligence is a hot topic. But it’s not exactly new. So with the tremendous growth in the CI world, some organizations have failed with products that don’t deliver value. The good news is that integrations, data sciences, and privacy tooling have all dramatically improved in the past 3-5 years. This has made products more powerful and easier to maintain.

Turn customer feedback into actionable insights. Get clear on your CI goals.

Customer intelligence tools continue to innovate incredibly quickly, but choosing a tool that serves your specific needs will make or break your experience. 

Perhaps you’re really focused on reducing churn. You may want a platform that streamlines your data points in one easy-to-read channel. Improving your customer experience is your number one goal. Increasing customer lifetime value, for example, is a common goal regarding competitive intelligence.

Of course, you’re almost certainly going to have multiple business goals. Still, it’s critical to have a clear idea of what you’re hoping the CI platform can help you accomplish from the start. Before you schedule a demo or request more information, have 2-3 specific goals in mind. 

Invest in both the now and the future with customer intelligence

There are significant gaps between what customers think about your products, the level of services you provide, and the execution of the journey you’ve outlined. The question is, “how seriously are you taking their feedback”? How closely are you listening to your customers? Churn doesn’t happen in a vacuum. It’s a culmination of feature requests, “how to” questions, executive changes, response lags, unhappy sentiment, and more. The right customer intelligence must deliver the insights to help teams create more enduring relationships with arguably the most significant cohort of humans outside your employees — your customers. 


While customer intelligence 2.0 is still in its infancy, businesses that utilize modern CI solutions effectively have a clear competitive advantage over those that do not. Nothing speaks louder than the voice of your customer. Today’s customer-obsessed teams make better decisions based on insights into the data customers generate for us with every conversation.

Interested in seeing around the corners? Learn where customer intelligence is going. Schedule a demo with Sturdy today.

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AI & ML

Your AI isn’t the problem. Your data is.

Joel Passen
May 6, 2026
5 min read

IT leaders may have resisted AI early, but that phase passed quickly. The real concern wasn’t whether to use it. It was how to control it. Governance, security, visibility. In the end, it came down to preventing sensitive work from being done in personal accounts. Reasonable.

So they got comfortable, signed off, and rolled it out. ChatGPT, Copilot, Claude, company-wide, with guardrails.

People are using it. That part worked.

The disappointment

The problem is what revenue leaders are finding now that it’s live.

The data they actually want to use isn’t accessible in any meaningful way. And that matters more than most people realize, because LLMs are only as useful as what you put in front of them. They’re exceptional at reasoning over structured, coherent information. They’re not designed to reconcile fragmented, inconsistent data spread across a dozen systems.

Nobody’s model is.

So instead, people compensate.

They cut and paste. Drop in exports. Upload a batch of emails and call transcripts, and hope coherence comes out the other side.

It doesn’t. They get fragments. Plausible-sounding ones, but fragments.

The diagnosis

What commercial leaders are running into isn’t a model problem. It’s a data problem.

The data they actually care about isn’t unified. It lives across email, Slack, Zoom, support tickets, calls, and CRM notes. Different systems. Different formats. No shared identity. No relationship context.

Even with connectors. Even with MCPs.

Because underneath it all, the data isn’t organized in a way a model can reason on. There’s no canonical view of the world.

The model doesn’t know that the same person shows up in Zoom, Slack, Zendesk, and Salesforce. It doesn’t understand that those interactions belong to the same thread, the same account, the same moment in a relationship.

So it fills in the gaps.

Not because it’s weak. Because it has to keep trying.

The gap

Meanwhile, the models themselves have gotten amazingly powerful. Reasoning is sharper than it’s ever been and getting better daily.

But the data layer most companies are feeding them? Still immature.

According to MIT’s 2025 State of AI in Business, over 80% of companies have explored or deployed LLMs, but only around 5% are seeing meaningful business impact.

High adoption. Low transformation.

That’s not a model problem.

What’s possible

What it looks like when this actually works is different.

Not dashboards. Not reports. Not exports.

A conversation. Like having the best revenue ops analyst you’ve ever worked with on call, one who has read every email, sat in on every call, and never forgets anything.

You ask: “Which accounts have shown signs of churn risk in the last 90 days?”

And instead of a guess, you get a ranked list. Accounts. ARR. The exact messages where the signal showed up. What changed. What triggered it. What to do next.

So you ask a follow-up: “Which of these are new customers?”

Now you’re looking at onboarding breakdowns. Common threads. Where the process is failing.

So you keep going: “Where are we missing expansion opportunities?”

And it surfaces accounts where someone said, “We’re thinking about rolling this out to another team.” But nothing was logged. No opportunity created. No follow-up.

That’s the shift.

You’re no longer stitching together context. You’re interrogating it.

What changes

What changes when you fix the data layer, when your commercial data is normalized, deduplicated, and accessible, isn’t just speed.

It’s the level of questions you can ask.

These aren’t dashboard queries. They’re judgment calls. The kind that used to require a senior operator spending a weekend in spreadsheets and Salesforce. When your data layer is clean and the model has real context to work with, they become a 90-second conversation.

That’s the difference. Not a better model. A better fuel.

The data infrastructure reality

Most teams won’t get there by accident. The infrastructure problem is real: identity resolution across systems, conversation reconstruction across channels, deduplication, and signal enrichment. It’s six to twelve months of plumbing if you build it yourself.

The companies that crack it first won’t just be more efficient. They’ll be operating with a fundamentally different information advantage. They’ll see churn coming, spot expansion signals, catch friction early, before any of it shows up in the numbers.

At that point, the question changes.

It’s not whether AI works.

It’s whether your data is ready for it.

And whether you’re going to build that layer, or keep working around the absence of it.

This is what we're building at Sturdy.ai. The data layer your LLM actually needs.

Insight Updates

The Moment B2B Sales Teams Forget Everything They Learned During the Deal

Joel Passen
May 6, 2026
5 min read

It’s not the close. It’s not the kickoff call. It’s the 48 hours in between — when the contract gets signed, the champagne (metaphorically) gets popped, and everything the sales team learned over months of conversations, negotiations, and relationship-building quietly disappears.

The delivery team inherits a contract and a few CRM notes. Not the story behind the deal.

This is the handoff problem. And it’s costing companies more than they realize.

Why the Knowledge Dies at the Signature Line

Think about what actually happens during a complex B2B sale.

Over weeks or months, a sales team accumulates an extraordinary amount of institutional knowledge. They learn why the buyer is actually moving now — not the official reason, but the real one. The compliance incident that became a board-level conversation. The internal champion who’s been pushing for change for two years and finally got budget. The exec who’s skeptical and needs to see a specific proof point before they’ll get on board.

They learn who matters and how decisions actually get made, which is almost never what the org chart suggests. They learn what got promised in the final stretch: the SLA clause that got added at the last minute, the integration that’s now contractually locked, the go-live date that the CFO has already presented to her board.

None of that lives in the CRM. It lives in emails, call recordings, Slack threads, and people’s heads.

And the moment the deal closes, the sales team moves on to the next one. That’s their job. That’s how they get paid. But the institutional knowledge they spent months building the context that would let an implementation team start informed, instead of starting over, largely evaporates.

Onto the next pipeline review.

The Cost Nobody Is Measuring

Companies measure churn. They measure NPS. They measure time-to-value.

Most don’t measure the cost of the knowledge gap at handoff — because it doesn’t show up as a line item. It shows up as implementation delays. Escalations. Customers who feel like they have to repeat themselves six months into a relationship that should already be mature.

It shows up as promises made during the sale that nobody on the delivery side knew about. Commitments that surface in month three as a nasty surprise. Expectations that were set in a negotiation conversation that never made it into a system anyone on the CS team can see.

The SaaS industry has spent a decade optimizing the top of the funnel. Sophisticated systems for capturing and qualifying demand. Playbooks for every stage of the sales motion. Entire conferences dedicated to pipeline hygiene.

And then we hand a contract and a prayer to the team responsible for actually delivering the value we sold.

What Good Looks Like

I’ll make this concrete.

We recently ran Sturdy against a real deal, a $190K ACV implementation that had just closed. Board-level compliance incident drove the urgency. CFO was the economic decision-maker: analytical, direct, not interested in being charmed. An integration was contractually locked in Exhibit A. Timeline slippage wasn’t just an ops problem; it would retrigger board scrutiny because of the prior incident.

The implementation team knew all of that before the first kickoff call.

Not because someone wrote a perfect handoff email at 11 pm the night before go-live. Because Sturdy read across the entire deal — emails, calls, negotiations — and surfaced the context that actually matters: why they bought, who really matters internally, what was promised, and where the risk lives.

That’s the brief I show in the video. Notice how specific it is. Notice that it doesn’t just describe what happened, it tells the delivery team what to do with it.

That’s what institutional knowledge looks like when it doesn’t get lost.

The Broader Shift

The handoff problem is really a symptom of something larger.

B2B revenue has always been a team sport — sales, CS, implementation, product, and finance all own a piece of the outcome. But the systems we’ve built treat each function as a silo. Data gets entered into the CRM by whoever remembered to do it. Calls get recorded and filed somewhere nobody looks. Emails pile up in inboxes that get searched only when something’s already on fire.

The signals are there. The context exists. It’s just buried, and it disappears at exactly the moments in the customer lifecycle when it’s most needed.

The companies that figure this out and build systems to capture, preserve, and operationalize institutional knowledge across the revenue lifecycle will have an operational advantage over those still relying on heroic individual effort and the hope that someone wrote a good handoff doc.

This isn’t an incremental improvement. It’s a different way of operating.

The moment a deal closes should be the moment an organization puts everything it learned to work.

Right now, for most companies, it’s the moment they forget it.

That’s the problem Sturdy was built to solve. If this resonates, start at sturdy.ai.

Insight Updates

Sturdy's MCP Server: One Call. Every Source. Already Resolved.

Joel Passen
May 4, 2026
5 min read

Another Step to Unlocking AI Outcomes: Resolve the Data First

The bottleneck is not your AI model. It’s the data it has access to. Sturdy’s MCP server delivers pre‑resolved, canonically organized context so your LLM can reason over it instead of guessing around it.

Another Step to Unlocking LLM Outputs: Resolve the Data First

For years, the problem was that data lived in silos. Different systems for sales, support, and calls. But the worst offenders were email and Slack. Email isn’t one silo; it’s as many silos as there are people on your team. Every rep, every CSM, every exec running their own inbox, none of it visible to anyone else. Slack is no different. Conversations buried in channels and DMs that nobody ever sees again.

What Changes

"Your LLM now has a single, usable data layer any user can query to inspect the full context of every prospect and customer."
“Every team now works from a single view of the relationship, not fragments of it. Sturdy gets everyone on the same page, no matter what screen they use.”

MCPs were a material step forward. They give LLMs a standardized way to reach outside their context window and pull live data from external systems without a human copying it in manually. An account record, an open ticket, a call summary, all accessible at query time without a custom integration.

Today, teams are dealing with a different version of the same problem. Every MCP server exposes a slice of the picture. The LLM can pull structured records, read a ticket, or fetch a call summary. What it cannot do is answer a question that requires all of them at once, because the data across those systems was never resolved against each other.

The entities don’t match. The timeline is fragmented. The thread that started the conversation often isn’t there at all.

The question every revenue team actually needs answered isn’t “what does this system say about the account?” It’s the question that requires the full picture: what has every person at our company said to every person at this company, across every channel, and what does that tell us about where this relationship actually stands right now.

No single MCP server can answer that. Most LLMs, handed raw data, will approximate an answer and present it with false confidence. That’s not intelligence. It’s a good guess.

That answer doesn’t live in any single system. It lives in the relationship between all of them. And if the LLM has to call multiple MCP servers to piece it together, resolve duplicate records, and reassemble a coherent account state on every query, the fragmentation problem hasn’t been solved. It’s just been moved into the inference layer.

What Sturdy’s MCP Does

Sturdy ingests from all of it. Email, call transcripts, support tickets, Slack, CRM, and meeting tools. Every channel where communication happens.

Before any of that reaches an LLM, Sturdy does the work that makes it usable. Entities are deduplicated and matched to canonical records. Interactions are classified. Signals are enriched, permission‑scoped, and source‑referenced. The relationship between interactions across systems is established once upstream.

Not inferred at query time. Resolved in advance, maintained continuously, and auditable.

That last part matters more than it sounds. LLMs are getting better at fuzzy matching, but revenue decisions cannot rely on it. “Probably the same account” is not good enough when you’re making retention calls, forecast commits, or expansion bets.

Then Sturdy exposes all of it through a single MCP server. One call. Pre‑resolved context with citations. The LLM starts from the signal, not the raw material.

The Token Cost Nobody is Talking About

There’s a practical consequence to raw MCP that most teams haven’t priced in yet. When an LLM has to reconstruct account context from scratch on every query, it burns tokens doing work that shouldn’t need to happen at query time.

Pulling from multiple sources. Resolving conflicts. Traversing relationships. Figuring out what it’s looking at.

At low volumes, this is invisible. At scale, it isn’t. The rediscovery tax on a raw MCP call runs roughly 60 to 80 percent of total token consumption per query. That’s the LLM figuring out context, not reasoning over it.

Sturdy removes most of that overhead. The context arrives already structured. The LLM starts from a position of knowing. The inference budget goes toward answering the question, not reconstructing the data.

What This Means for Teams Building on it

Sturdy’s MCP is designed for teams that have already provisioned an LLM and are now trying to make it useful. CTOs deploying models across their organization. Heads of Data and AI are trying to get real answers out of them. Operations teams are building agents that need reliable account intelligence.

The properties that matter:

Canonically resolved
Entity deduplication and matching happen upstream. The same account appears as one account regardless of how many systems it lives in.

Permission‑aware
Access controls are baked into the data layer. What a user can see reflects what they’re authorized to see in the source systems.

Source‑referenceable
Every signal comes with a citation. When something surfaces, the underlying interaction is linked.

Model‑agnostic
The data layer doesn’t change based on which model you use.

Nobody wants to spend 12 to 18 months normalizing data before they can build something useful. Resolving that data upstream changes what your LLM can do on day one.

Talk to us about connecting Sturdy to your existing AI deployment.

Your customers are already telling you what's going to happen.

Connect what customers say to the reasons your numbers move. Contextual revenue intelligence, ready for any LLM — or running natively in Ask Sturdy from day one.

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How to choose a customer intelligence platform