Customer Engagement Overview
High-Value Prospects
SJ
Sarah Johnson
TechCorp • Score: 95
LP
Lisa Park
StartupXYZ • Score: 88
AI Activity
Active Campaigns
12
AI-managed sequences
Insights Generated
47
This week
Recent Meetings
TechCorp Solutions
Discovery call - Software licensing discussion
AI Listening
Started 23 min ago
Global Dynamics Inc
Follow-up call - Pricing negotiation
Completed
2 hours ago
3 SMS sent
StartupXYZ
Demo presentation - Product walkthrough
Completed
Yesterday
Call scheduled
AI Insights & Actions
High-Intent Lead Detected
TechCorp mentioned "budget approved" - recommend aggressive follow-up sequence
Deal at Risk
Global Dynamics hasn't responded to 3 follow-ups - schedule human intervention
Success Pattern Identified
Your "value prop + case study" approach had 85% response rate this week