A health score for every relationship in your workspace

See which client relationships need attention before the renewal conversation. Beryl Insight scores each relationship from its activity across Delalify and alerts the account owner with the signals behind any drop.

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See which accounts need attention before the meeting

Beryl Insight collects engagement from Channels, file activity from OneCloud, access from Teams, payments from Wallet, and profile changes from People, then recalculates each relationship's health score each time new activity comes in. Insight flags the relationships whose engagement falls, as well as the accounts whose engagement rises. Insight flags an at-risk account weeks before its renewal date, so the account owner can plan the conversation around the specific signals that change.

Catch a falling health score before the review starts

Beryl Insight scores every relationship from its activity across your workspace and flags the accounts whose activity drops. Before a meeting, Insight also prepares a brief and can tell you which colleague knows a contact best.

What Insight measures and flags across your workspace

Relationship health scoring illustration

Relationship health scoring

When your managers ask for account health in a review, someone on your team will have to assemble the figure from several spreadsheets. While they assemble it, an at-risk account can move closer to canceling.

Insight gives every contact and organization a health score, which it calculates from message response times and frequency in Channels, file activity in OneCloud, access patterns in Teams, payment timeliness in Wallet, and profile changes in People. Insight recalculates the score whenever one of those inputs changes, so the ranking of your accounts matches their activity this week.

Decay alerts before contacts go cold

A customer whom you expect to renew can go quiet over several weeks, as their replies slow and the shared file goes unopened. Unless someone checks each account by hand, the account owner can first hear about it on the call where the customer cancels.

Insight compares the response times, open rates, and file activity of every active relationship with that relationship's own baseline. When a top account falls below its baseline, Insight flags the contact and notifies the account owner with a list of the measures that drop.

Pre-meeting briefs across every product illustration

Pre-meeting briefs across every product

Before a customer call, the latest thread can be in Channels while the shared file is in OneCloud. To prepare, you will have to open each product and condense what you find into notes that you can read before the call starts.

Before every meeting on your calendar, Insight prepares a one-page brief with the latest thread from Channels, the most recent file activity in OneCloud, the relationship's health score, and any risk signals from the past week.

Pattern detection across the organization

The same support question can come up across many of your enterprise accounts, while one pricing concern can keep coming up in a single region. When your team receives 400 threads a week, a pattern like that can go unnoticed, because only the person who answers a thread reads it.

Insight analyzes every contact, thread, and file in your workspace and groups the themes that recur as they appear. Each week, your support lead can open the ten most common questions from customers. Your sales lead can open the objections that recur across the pipeline, while your product lead can see which customer segment asks for each feature.

Relationship mapping across teams

When you want to reach a contact at a prospect, you will have to find out which colleague knows them best. If that takes a round of messages around the team, you can end up sending a cold email.

Insight records which colleagues exchange the most messages, open the most files, and spend the most time in meetings with each contact. When you ask Insight for the warmest introduction to a prospect, it returns the colleague, the date of their most recent contact, and a summary of how they know the prospect.

Sentiment tracking in conversations illustration

Sentiment tracking in conversations

A customer's frustration can show in their emails well before they cancel, while a partner's interest in a new feature can appear in a thread that only the account manager opens. Since tone appears in none of your reports, your team will have to notice those shifts one thread at a time.

Insight classifies the tone of each incoming message in Channels and flags the threads in which the tone changes. It shows frustration, urgency, enthusiasm, and other risk signals on the contact's profile, so the account owner can see which threads need a reply first.

What Insight changes for account owners and team leads

Time to act before a renewal review

Because Insight flags an at-risk account as soon as its score drops, the account owner can contact the customer about the specific change ahead of the renewal review.

Walk into every review prepared

Insight condenses the latest activity on an account from every product into a one-page brief before each meeting, so you can prepare for each call from one document.

Spot patterns as they form

Insight groups the themes that recur across hundreds of conversations, so your product, support, and sales leads can review the week's themes in one place and respond to a recurring issue early.

Ask the right colleague for an introduction

Insight shows which colleague has the strongest connection to any contact, so you can ask that colleague for an introduction directly.

How teams use Beryl Insight

A customer success team reviews twelve flagged accounts in one week

A customer success team reviews every active account each week. One week, Insight flags twelve accounts whose engagement falls below their baseline. For each one, Insight lists the signals that change, such as slower replies on the latest thread, less activity in the shared workspace, or a new role for the primary contact in People. Insight also suggests a next action for each account, along with the colleague who is best placed to make the call.

Result

The colleagues whom Insight suggests call each of the twelve customers about the specific change on their account. Because the team starts each weekly review from Insight's list, it no longer has to check every active account by hand.

A customer success team reviews twelve flagged accounts in one week

The VP of Sales asks which objections stall deals this month

The VP of Sales asks Insight for the most common objections in the pipeline this month. Insight analyzes every sales thread in Channels, every call note in OneCloud, and every lost-deal record, then returns the five objections that put the most pipeline value at risk, with the deals in which each one comes up.

Result

The VP of Sales brings that list, with the deals for each objection, to the next strategy meeting. Each objection links to the threads and call notes that it comes from, so product and sales enablement can each act on the objections in their area.

The VP of Sales asks which objections stall deals this month

When a steady referring physician suddenly stops sending patients

A specialty practice receives most of its patients from twenty partner physicians. Insight scores each referring relationship on message response time, the number of files that the two offices share, and how many referred patients attend their appointments. When a physician who usually refers two patients a week goes quiet, Insight sends the practice manager a flag with the change in that physician's pattern and the last three threads from Channels.

Result

The physician liaison calls the physician within the week and opens with the last referral that the two offices discussed, which the flag includes. Because Insight scores every referring relationship, the practice manager can see a drop in referrals from any partner as soon as it starts.

When a steady referring physician suddenly stops sending patients

A staffing agency needs the recruiter closest to a new client

When a new hiring manager contacts a staffing agency, the agency has to choose the recruiter most likely to win the account. Insight finds the recruiter with the most messages, candidate files, and calls with contacts at that company. Insight then routes the lead to that recruiter with a brief on earlier placements at the company and the date of the last conversation between the two sides.

Result

The new client hears first from a recruiter who knows the company's hiring history from earlier placements. The agency's recruiters receive each new lead with that brief attached, so they no longer have to agree among themselves on who takes it.

A staffing agency needs the recruiter closest to a new client

Explore more of Beryl

Context

Beryl Context answers your question from People, Channels, OneCloud, and Teams and links each answer to its source.

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Compose

Beryl Compose drafts replies, summaries, and outreach from your history with each contact.

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Orchestrate

Beryl Orchestrate performs each step of a workflow and pauses at sensitive steps until someone approves.

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View all Beryl features

Learn which accounts need a call before renewal

Beryl Insight scores every relationship in your workspace and alerts the account owner when a score drops. Get early access to set up Insight for your team.

Get early accessView all products