AI Meeting Assistant for Customer Success Teams

Advocate with Actionable Customer Insights

Higher adoption, longer renewals. Focus on what you should instead of taking notes.
Auto-fill your CRM, share clips of customer meetings and improve your team’s efficiency on keeping customers coming back for more.

Customer Success Team Managers

Dive into customer insights, speed up team training with real interactions, and share feedback across teams to refine products. Enhance customer satisfaction and drive retention more effectively.

Turn insights into renewals

Use AI to generate insights on your team’s customer conversations, and understand customer needs. Spot trends and act early to ensure your customers get the best of your product.

Streamline team training

Turn meetings into training tools for your CS team. Quickly create training content from real interactions, and make team onboarding more engaging.

Take customers’ words across teams

Share your team’s learnings with other teams. Easy to use customer feedback, perfectly packaged to improve your product.

loom logo
"tl;dv is a Customer Superbrain that helps me remember every detail from any customer conversation, and elevate the emotional insights throughout my entire organization"

Susana de Sousa
CS Director, Loom

Choose the framework that fits

Improve how your team handles customer success. Pick proven methods from our library or make your own playbooks to guide your team.

Ensure your team performs consistently

Develop your team’s own playbooks that outline best practices, strategies, and processes for onboarding, supporting, and expanding customer accounts.

Refine engagement & closing techniques

Help your CSMs adjust their strategies to be more customer-centric and outcome-focused by understanding who dominates the dialogue and how engaged customers are during meetings.

Improve how objections are handled

Improve how your CSMs handle customer objections or complaints. This leads to more effective problem resolution, increased customer satisfaction, and potentially higher retention rates.

Compare your CSMs against the best

See how your sales team members do against each other, helping everyone get better together.

Track team playbook performance

Quickly see how your team stack up on different CS playbooks, guiding targeted improvements and strategy tweaks.

See analytics for every voice in your meetings​

Dive into a wealth of data points to reveal who’s dominating the dialogue as well as the overall engagement and efficiency of your team’s meetings.

+1 million businesses feel the power of extracting extra value from their meetings

Get the voice of the customer across teams

Get customer feedback to improve CS Team decisions and make customers happier.

Train & onboard new CSMs more efficiently

Swap shadowing for real-call learning, focusing on objection-handling, customer engagement tactics and post-meeting communication. 

Better insights make better managers

Use AI to pinpoint trends and key points from your CSMs meetings, automate insight reports for strategic decisions, and seamlessly integrate findings into your workflow for improved team performance.

"Skip the meetings: Maybe you don’t need the entire team on your next videoconference, after all..."

Ensure every customer meeting is recorded​

Default team settings let you ensure every external call is automatically recorded and notes are sent to all participants post-call. Simplify your workflow, and never miss a beat in your sales process.

{Keyword} mentioned? Get notified

Receive instant notifications (for example, in Slack) for critical issues raised in customer conversations, from service feedback to feature requests. Set up custom alerts to monitor essential talks, enabling you to strategize and provide effective support to your CS team.

Customer Success Reps

Increase feature adoption by following proven conversation frameworks. Use meeting moments to get stakeholder buy-in on important features and drive renewals.

Develop great customer relationships

Use interaction history to retain  improve customer relationships and satisfaction with personalized success strategies.

Push your team’s productivity

Analyze your conversations for actionable insights, refining your techniques to better meet customer goals and drive success outcomes.

Share the voice of the customer for buy-in

Automatically share critical customer feedback and insights with your Product team and relevant stakeholders.

loom logo
"tl;dv is a Customer Superbrain that helps me remember every detail from any customer conversation, and elevate the emotional insights throughout my entire organization"

Susana de Sousa
CS Director, Loom

Let the customer voice boost stakeholder buy-in

Boost stakeholder buy-in for customer-driven changes, enhancing customer success outcomes.

Automate Feedback Reports

Set recurring feedback reports to be automatically captured and delivered to your tool of choice.

Let customers speak for themselves

Share video meeting moments with critical customer feedback to ensure everyone is aligned on priorities.

Send bullet-proof follow-up emails

We help you draft follow-up messages that get attention, using key points from your discussions, so you can keep conversations going and avoid losing the momentum.

+1 million businesses feel the power of extracting extra value from their meetings

Auto-fill CRM

Say goodbye to typing notes. Automatically update your CRM with meeting details, so you can focus on selling and talking to customers.

Find and recap on past meetings

Search through meetings, transcripts and notes to find those shareable moments. Understand where you left off a customer by creating multi-meeting reports that cover different interactions with the same customer. 

Never lose track of what was said. Save every meeting detail for future reference, ensuring you have the evidence you need for decisions, agreements, and action plans.

Share detailed summaries and insights from initial discussions to tailor advice, making the onboarding process more efficient and scalable. This approach saves time for you and the customer.

Get ready for meetings quicker and with more confidence. With all your past meeting insights in one place, you can prepare thoroughly so every meeting is more productive.

"Skip the meetings: Maybe you don’t need the entire team on your next videoconference, after all..."

Let everyone in your company understand the customer the same way Customer Success does.

Transform sales from a solo act to a team win, share value across the company.

Custom Sales Playbooks & Scorecards

Refine your team’s sales strategy. Choose from a library of proven frameworks like BANT or MEDDICC, or craft your unique playbook.

Dive into a wealth of data points to reveal who’s dominating the dialogue as well as the overall engagement and efficiency of your team’s meetings.

Make your team better at responding to objections. See how your reps’ answers match up with the ideal response, and use this to guide one-on-one training that really improves their skills.

Swap shadowing for real-call learning, focusing on objections and communication. Our tool helps sales managers speed up training, getting the team up to speed fast.

Default team settings let you ensure every external call is automatically recorded and notes are sent to all participants post-call. Simplify your workflow, and never miss a beat in your sales process.

Get instant alerts (in Slack for instance) for key topics mentioned in sales calls, from products to competitors. Customize alerts to stay on top of important conversations, helping you strategize and support your team effectively.

Sales Reps

Sales Managers

Auto-fill your CRM​

Say goodbye to typing notes. Automatically update your CRM with meeting details, so you can focus on selling and talking to customers.

We help you draft messages that get attention, using key points from your discussions, so you can keep the conversation moving.

Never lose track of what was said. Save every meeting detail for future reference, ensuring you have the evidence you need for decisions, agreements, and action plans.

Get ready for meetings quicker and with more confidence. With all your past meeting insights in one place, you can prepare thoroughly so every meeting is more productive.

See who’s watched your meeting recordings, so you can understand who’s interested and who might need an extra follow-up.

Get instant alerts (in Slack for instance) for key topics mentioned in sales calls, from products to competitors. Customize alerts to stay on top of important conversations, helping you strategize and support your team effectively.

Streamline product insights

Capture and summarize key meeting moments effortlessly. tl;dv’s AI turns discussions into concise insights, helping product teams prioritize innovation and customer satisfaction.

Use AI to quickly turn meeting feedback into insights and actions. Boost product relevance and customer loyalty with concise reports and shareable clips.

Align your product roadmap with customer needs using tl;dv’s insights to focus on features your customers really want, based on actual user feedback

Use AI to analyze multiple customer conversations, helping your team identify key patterns and make informed decisions that resonate with user demands.

Gather compelling evidence from customer meetings with tl;dv. Use clips and insights to convincingly present your case and win over stakeholders for your product initiatives.

Leverage tl;dv to track discussions on competitors, market trends, and more, giving your team the insights needed to stay ahead in the competitive landscape.

Never miss a beat. Set alerts for specific keywords in your and others’ meetings, ensuring immediate attention to critical customer feedback, bugs and opportunities.

Product

Leadership

Keep your customers closer

Capture and act on direct feedback from sales and customer meetings, ensuring your strategies and decisions align with customer needs and expectations.

Stay ahead in a fast-moving market. tl;dv provides real-time insights from sales interactions, allowing you to quickly adapt strategies and respond to emerging trends.

Dive into effective conversation analysis, sales coaching, and seamless tool integration without breaking the bank.

Sharpen your edge with competitive analysis

Mine sales calls for competitive insights. Understand market positioning and refine your strategies, ensuring your marketing moves keep you ahead.

Find customer success stories within calls from your Sales team. Turn them into compelling video testimonials and case study assets that showcase your product’s value in their own voice.

Gain insights from customer calls from your Sales team, revealing the path customers take, and fine-tune your marketing to their real-world experiences.

Uncover valuable insights from sales discussions that highlight potential partnership opportunities, enabling strategic alliances that amplify your market presence.

Marketing

Advocating for the Customer is not an easy feat

Witness the comical side of CS teams, overcoming obstacles, and reveling in victories, all showcased in playful snippets. Ideal for CSMs and CS Team managers in search of both motivation and amusement.