Importance of Customer Insights
The Gestalt Customer Centricity (GCC) Suite is an AI-powered customer and channel intelligence platform that helps enterprises understand how customers and intermediaries engage across journeys. It unifies customer, dealer, agent, and partner data to drive smarter experience-led growth decisions.
Segmentation & Behavioral Intelligence
Identify distinct customer and channel segments using behavioral, transactional, and engagement signals. Understand motivations, needs, and sensitivities across customers, dealers, agents, and partners.
Personas & Journey Mapping
Design data-backed personas and map end-to-end journeys across customer and channel touchpoints. Surface friction, drop-offs, and moments that matter across sales, service, and engagement journeys.
Growth, Productivity & Retention Intelligence
Predict churn, identify growth opportunities, and improve sales velocity, marketing ROI, and channel productivity through targeted, insight-driven interventions.
Best-in-class customer insights excellence requires
Scale & Complexity: Customers interact across multiple channels and touchpoints. AI-driven insights unify these interactions into actionable intelligence.
Behavioral: Insights that drive actions and business.
Velocity: Customer behaviors shift in real-time. Businesses must continuously monitor and adapt.
AI-Driven Recommendations: Data analysis predicts needs and recommends actions at the right moment.
Experience and Business Results: Focus on improving customer experiences and business results, including productivity enhancements and operational improvements.
Actioning: Support for automated actioning on recommendations.
Consumability: Representing customer profiles and insights in an understandable way for team members.
Why Choose Sales & Channel Enablement?
Most channel organizations manage performance using lagging metrics, scorecards, and broad
programs. Training, incentives, and schemes are applied uniformly—often not considering why
distributors, dealers, agents, or partners perform differently—leading to wasted spend and inconsistent
results.
Gestalt’s Sales & Channel Enablement solution applies Performance-Led Enablement Intelligence to
identify the specific constraints holding each channel partner back—and prescribes the action most
likely to unlock near-term revenue and productivity improvement.
Understand channel performance through three lenses: Performance, Enablement, and Experience.
Prescribe persona- and capability-specific actions instead of one-size-fits-all programs.
Identify revenue blockers early—before underperformance appears in topline results.
Measure impact at the cohort and portfolio level—not at isolated activity or action level.
01
Three-Pillar Success Framework
Model channel success across Performance (outcomes), Enablement (capability & readiness), and Experience (ease of doing business)—recognizing that sustainable growth requires progress across all three.
02
Persona & Capability Modeling
Cluster distributors, dealers, agents, or partners into behavioral personas and assess their capability to absorb change—ensuring recommended actions are realistic and executable.
03
Performance-Led NBA Engine
Identify the dominant constraint for each persona and recommend Next Best Actions (NBAs) most likely to unlock productivity and revenue quickly.
04
Manager & Program-Executed Interventions
NBAs are designed for execution via managers, trade programs, coaching, or enablement initiatives—not self serve dashboards—ensuring accountability and behavior change.
05
Explainable Action Intelligence
Every recommended action is traceable to observed behaviors and modeled impact, building trust with frontline leaders and channel managers.
06
Enterprise-Scale Governance
Enable consistent enablement decisions across regions, products, and channels with built-in governance, controls, and scalability.
How It Works
01
UNIFY SALES, ACTIVITY & EXPERIENCE SIGNALS
Ingest sales outcomes, activity data, engagement signals, enablement history, and experience indicators across channel partners.
02
DIAGNOSE REVENUE BLOCKERS
Identify whether underperformance is driven by performance gaps, enablement friction, or experience
issues—not just outcome variance.
03
FILTER BY PERSONA & CAPABILITY
Determine how each persona is likely to respond to interventions and what level of action will realistically stick.
04
PREDICT FUTURE PERFORMANCE
Forecast productivity, conversion, throughput, or revenue outcomes using predictive models with confidence scoring.
05
SELECT & EXECUTE NBAs
Select the most effective Next Best Action—performance-led, enablement-led, or experience-led—and
execute via managers or programs.
06
MEASURE TOPLINE IMPACT & OPTIMIZE
Measure uplift using matched cohorts, track behavior change, and continuously refine personas and action logic.
