In today’s hyper-competitive environment, you can’t guide your sales and marketing performance by gut instinct, stitched-together spreadsheets, or lagging dashboards. Winning teams need answers—real-time, contextualized, and actionable. That’s where Perch Insights comes in.
At Perch, we’ve built the first AI-powered insight engine purpose-built for contact centers—transforming the fragmented, reactive world of traditional business intelligence into one that proactively guides decision-making across the entire customer journey.
The Challenge: Siloed Data and Stalled Decisions
Across organizations—from fintech lenders and services, insurance companies, to subscription-based eCommerce platforms—leaders are drowning in data, but starved for insight. Marketing data sits in one system, sales activity in another, and retention metrics somewhere else entirely. As a result, executives are left asking:
- Where is our marketing spend underperforming?
- Which lead sources are failing to convert?
- Am I taking full advantage of my tech-stack?
- Why are top-performing agents succeeding—and can we replicate it?
- What retention efforts are truly reducing churn?
The Perch Solution: One Semantic Layer, Total Visibility
Perch solves these challenges at the root. We unify all of your operational data—CRM, dialers, CMS platforms, lead sources, chat logs, call transcriptions, even spreadsheets—into a single semantic layer. That means your most critical KPIs are mapped, monitored, and explained in context, from the first click to the last renewal.
Instead of handing you a dashboard and walking away, Perch delivers:
- Real-time alerts when something’s going off-track
- Root cause analysis that explains not just what happened, but why
- AI-generated recommendations that tell you what to do next—whether that’s reallocating leads, revising scripts, changing your contact strategy, attacking your sales pipeline differently, or doubling down on a high-performing channel.
Your Mission Control for Growth
Think of Perch as your mission control for customer growth. While traditional tools scatter your attention across disconnected dashboards, Perch gives you a unified command center. From one interface, you get a real-time feed of your performance across acquisition, conversion, and retention—combined with intelligent diagnostics that point you to the root causes behind changes and show you exactly what action to take.
Just like a NASA control center monitors every signal to guide a rocket through space, Perch keeps constant watch over your customer journey—alerting you to drifts, diagnosing deviations, and helping you course-correct before impact.
From Gut Feeling to Guided Action
Let’s say your CAC is creeping upward. With traditional tools, you might blame rising ad costs or assume it’s just market seasonality. But Perch will tell you if the issue is a drop in contact rates for a key campaign, poor follow-up from a subset of agents, or even a routing delay in your inbound call system.
Then it’ll show you exactly what to change—like reallocating your highest-converting leads to your top-performing agents or adjusting outreach cadences based on channel-level performance.
Proven Results
Our clients are already seeing transformational results:
- A fintech firm increased agent productivity by 20% and improved retention by 25%
- A top eCommerce brand increased enrollment by 15–20%
- A major telecom company retained subscribers at a 5% higher rate and achieved a 12-point boost in NPS
Final Thought: The Dashboard is Dead
You don’t need more dashboards. You need mission control—an AI-powered insight engine that tells you where value is leaking and where to double down. That’s what Perch does—turning data into direction, across every stage of your customer journey.