Qbo provides the CRM & customer insights team easy access to insights from their data like never before. Users no longer have to look at different reporting systems and understand customer behaviour. Qbo provides one powerful, natural language driven interface to talk to your data, discover insights and make recommendations. Users can also collaborate with each other in the customer insights team or across different departments while building powerful data stories and dashboards. 

With Qbo, you can understand the customer’s behavioral trends across channels, sales trends, and profitability, all in the course of one, 5 minute conversation with your data. 

Qbo also provides proactive alerts that the customer insights team can use to track their most important metrics. Customer enrollments down week on week? Bounce rate starting to come down on a particular part of your website from last week? Big downtrend in a particular color of your merchandise? Qbo, your AI-powered data analyst will start a conversation with you. 

Qbo seamlessly connects with customer data across CRM, online and offline purchase behavior, loyalty points systems and marketing campaign systems. This can be done via the out of the box connectors to applications (HubSpot, Salesforce, Google Analytics) and data sources (Snowflake, AWS Redshift, SQL etc). So whether your organization has a consolidated data lake with a rich data store, or if you’d simply like to get a better understanding of customer behavior from your CRM system to begin with, we’ve got you covered.

• Understand your base across various dimensions such as age, gender, category, lifetime value, average basket size / transaction value, active vs inactive base
• Identify key trends that drive repeat purchase / repeat engagement vs one-time purchase behaviors
• Analyze earn and burn trends and loyalty program enrollment trends
• Identify key trends on conversion of prospects & leads to paying customers

Qbo instantly powers your customer insights and CRM team with machine learning and analytics capabilities. Some of our out of the box, no-code analytics capabilities for the customer insights team are as follows:

• Uncover underserved and unique customer microsegments by means of Qbo’s machine learning driven clustering algorithms. Utilize Qbo’s out of the box RFM segmentation model to uncover new opportunities
• Get automated insights on anomalous customer behaviors (uptrends, downtrends, purchase habits, etc) 
• Find correlations between a large number of variables influencing customer behavior, for example, purchase amounts, discounts, cart size, date & time, city, day of week
• Get recommendations on the best course of action for driving retention among your loyal customers.