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Back to originalCustomer stories
How a hardware and software platform lets the Data Agent flag the trials that are ready to talk.
Illustrative story for this demo.
“Product usage sits right next to every trial in the CRM. The Data Agent flags the accounts that are ready to talk, and our reps reach them while they are still in the product.”
Noor Siddiqui
VP of Growth, Arduino
29%
more trials converted to paid
2x
faster lead routing
Customer stories
Banks, retailers, manufacturers and software companies grow with Hourglass.
Illustrative stories for this demo.
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
“We build segments from what people actually bought, online or from a café that stocks our cups, not from who opened an email. The Campaign Agent drafts the whole plan, and we spend our time on the offer instead of the setup.”
Sam Whitaker
Head of Ecommerce, KeepCup
31%
more repeat orders
4x
faster campaign builds
“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”
Grace Haddad
VP of Dealer Sales, Suzuki
34%
faster quote turnaround
3
legacy systems retired
Answers routine questions and hands off with the whole conversation.
What’s included
Answers customer questions from help content and CRM records.
Finds accounts showing intent, researches them and drafts outreach.
Explains which accounts are ready to buy, at risk or ready to grow.
Plans a campaign from a goal, an audience and past results.
Choose what each agent can read and do, and which actions need sign-off.
Every action recorded with the data it used, and a pause switch for each agent.
What changes when every team works from the same customer record.
| Feature | Hourglass | A stack of point tools |
|---|---|---|
| Customer data | One record that every tool shares | A copy in each tool, kept in step by hand or by connectors |
| Handoffs | Marketing, sales and service on the same timeline | Exports, imports and context lost in between |
| Reporting | One report from first visit to renewal | A spreadsheet stitched together from several dashboards |
| AI agents | Agents that read the whole customer record | Separate assistants that only see their own tool |
| Admin | One login and one set of permissions | Separate users, roles and bills for every tool |
| Cost | One price that grows with you | Several subscriptions that grow separately |
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