CVE360

Every angle. Every decision.
One source of truth. One North Star.
One system.

CVE360 is the operating system that makes CVE real — connecting customer value intelligence to strategy and action across every function, every use case, and every level of the organization.

CVE360
One source of truth. One North Star.
Driving every decision across the enterprise.
Customer 360
Who they are. What they’re worth. How they differ.
Dynamic Segmentation Ideal Customer Profile Account Intelligence
‘Next Best’ Mobilization
Who to target. What offer. What experience. Right now.
Campaign Targeting Personalized Actions & Offers Experience Design
Go-to-Market Strategy
Where to invest. How to prioritize.
Interactive Strategy Geographic Targeting Investment Prioritization
Performance Monitoring
How you’re doing. What’s working. What’s shifting.
Executive Intelligence Forces in Play Leading Indicators
Market Intelligence
What the market looks like. Where demand lives. What customers are telling you.
Survey Intelligence Geographic Market View Competitive Positioning
Embedded Access
Intelligence in your workflow. Not another platform to log into.
Opie AI Assistant Workflow Integration Customized iCLV Model

Every view, every decision, every action — grounded in one source of truth about the customer and one common measure of value. Connected, not siloed. Driving action, not just displaying data.

CUSTOMER 360
DYNAMIC SEGMENTATION

See your customers the way your business actually needs to.

Not static personas built from surveys. Create segments dynamically based on the full intelligence system — value, behavior, risk, needs, opportunity — with interactive controls that let you adjust emphasis depending on the use case. One customer base, multiple ways to see it. Build the segmentation your business needs right now, then build another one for the next use case.

Personalized campaigns Next-best targeting Service differentiation
CVE 360 Dynamic Segmentation
Dynamic Segmentation Interactive
IDEAL CUSTOMER PROFILE

Know exactly what makes your best customers — your best customers.

Tiered ICP profiles built from actual CLV distributions, not gut instinct. Behavioral DNA that distinguishes top-tier relationships from average ones — with predictive markers you can use to target, acquire, and develop the right customers with confidence.

Targeting & acquisition Lookalike modeling Prospect prioritization
CVE 360 Ideal Customer Profile
Ideal Customer Profile Analysis
ACCOUNT INTELLIGENCE

Every account, fully understood — value, risk, opportunity, and next-best actions in one view.

Account-level intelligence with the complete picture: current value, predicted trajectory, active risk signals, and prioritized next-best actions. The same value intelligence that powers the executive view, translated into what the field team needs to act on today.

Account prioritization Customer drill-down Pre-call intelligence
CVE 360 Account Intelligence
Account Intelligence Drill-down
GO-TO-MARKET STRATEGY
INITIATIVE STRATEGY MODEL

Prioritize investments based on value impact, not intuition.

Interactive strategy modeling that connects initiative design directly to customer value outcomes. Test scenarios, compare investment options, and see the projected value impact before you commit resources. Strategy grounded in the same intelligence that drives every other view.

Initiative prioritization Investment scenario modeling Go-to-market planning
Interactive Strategy Model — Scenario Simulator
Scenario Simulator Interactive
Interactive Strategy Model — Sensitivity Analysis
Sensitivity Analysis Interactive
GEOGRAPHIC INTELLIGENCE

See where opportunity lives — and where value is at risk.

Interactive geographic views layer customer value, retention, opportunity, and risk onto territory maps. Zoom from regional overview down to individual zip codes. Every unit carries its own performance profile — revenue, CLV, churn, top levers, and next-best actions.

Territory planning Expansion targeting Resource allocation
CVE 360 Territory View
Territory View Map
CVE 360 Hex Detail
Hex Detail Map
‘NEXT BEST’ MOBILIZATION
CAMPAIGN TARGETING

For this customer, right now — what is the single most valuable move?

Prioritized, customer-level recommendations driven by the full intelligence system. Not generic “contact this person” prompts — specific actions tied to specific value drivers, with the financial impact quantified. Marketing campaigns, operational initiatives, and experience design — all driven by the same ‘next best’ intelligence.

Retention intervention Cross-sell targeting Campaign design Experience design
Next Best Action Planner
Next Best Action Planner
PERFORMANCE MONITORING
EXECUTIVE INTELLIGENCE

See your entire business through the lens of value and what’s driving it.

Not a dashboard. An interface with your business — connecting value creation, impact drivers, and performance in one view. Understand how what your team is doing is actually impacting business outcomes. Revenue performance, retention dynamics, customer base health, and addressable opportunity — with the forces behind them, updated continuously.

Board reporting Portfolio health Executive briefings
CVE 360 Executive View
Executive View Interface
FORCES IMPACTING THE BUSINESS

Understand the forces actually impacting your business.

Every business has forces — behavioral patterns, operational dynamics, adoption signals — that drive or erode customer value. This interface identifies them, quantifies their impact in dollars, and surfaces the specific levers that unlock the most value.

Highest-impact levers Initiative prioritization Lever playbooks
CVE 360 Forces in Play
Forces in Play Analysis
MARKET INTELLIGENCE
CONNECTED MARKET INPUT

Competitive context that actually informs decisions.

Survey-driven market intelligence and voice of the customer insights — integrated directly into the CVE system, not sitting in a standalone report. Competitive positioning, capability sensitivity, and where the market is moving, connected to the same customer value intelligence that drives every other view.

Competitive positioning Voice of the customer Pricing strategy Product roadmap inputs
Survey Intelligence
Market Input Research
Market Sizing & Activation
Market Sizing Interactive
EMBEDDED ACCESS
OPIE — AI ASSISTANT

Intelligence that meets people where they already work.

Not another platform to learn. Opie is the AI layer that delivers CVE360 intelligence directly into existing workflows — answering questions in natural language, surfacing next-best actions, and connecting every interaction back to the customer value system. The entire intelligence system, accessible to everyone.

Natural language queries Workflow integration On-demand intelligence
Opie AI Assistant
Opie AI Assistant
Embedded in Workflows
Embedded in Workflows Operational Activation
CLIENT ENGAGEMENT — IT SERVICES

“We knew our customers were valuable. CVE360 showed us exactly how valuable, and what to do about it.”

An IT services company with a large, tenured customer base had a retention problem they couldn’t see clearly. Standard analytics told them who had left. CVE360 told them who was about to leave, why, and what that relationship was worth — with enough lead time to act. At the same time, cross-sell intelligence surfaced expansion opportunities the team had systematically missed.

68%
Churn reduction
2×
Cross-sell revenue
60%
Fewer acquisitions needed to hit growth
20%
Win rate improvement
THE COMPOUNDING EFFECT

When every function operates from the same North Star, the impact compounds. These results came from a single engagement — Acquire, Develop, and Retain working from the same intelligence, simultaneously.

Start focused. Start contained. Start now.

One use case. Real data. Real decisions. Real value — in weeks, not months.

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