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Perch Insights FAQ

What is Perch Insights? Perch Insights is a comprehensive data platform designed specifically for contact centers and telesales operations. We use advanced AI and data analytics to provide real-time, actionable insights that drive performance and improve business outcomes.
How is Perch different from traditional BI tools?

Unlike generic BI tools, Perch is built with deep domain expertise in telesales and contact center operations. We don't just provide dashboards; we offer:

  • Integration of disparate data sources into one single source of truth
  • Gen AI-based agents for proactive insights
  • Real-time, action-oriented dashboards
  • Actionable alerts and recommendations


Our solution helps you understand the full story behind your data without needing a full team of data analysts.
How does Perch help improve sales processes?

Perch enhances sales processes by:

  • Providing real-time insights and proactive alerts
  • Identifying underperforming reps
  • Optimizing call center interactions
  • Offering actionable recommendations to drive conversion rates and Customer Acquisition Value (CAV)
  • Monitoring adherence to sales processes
Is Perch easy to use for non-technical team members?

Yes, Perch is designed with usability in mind. We offer:

  • An intuitive interface for non-technical users
  • Gen AI-based agents to guide users through complex datasets
  • An action-oriented dashboard that simplifies decision-making
How does Perch integrate with existing systems?

Perch is built to integrate seamlessly with your existing tech stack, including:

  • CRM systems
  • Call center platforms
  • Chat systems
  • Gen AI agents
  • Some previous integrations include Salesforce, Genesys, Five9, Hubspot, Gong, Marketo
  • And more


The Perch team has completed over 50 successful deployments across a variety of data providers. We ensure smooth data flow across all systems, providing a unified view of your operations.
How long does it take to implement Perch? Typically, the entire integration process takes 4-8 weeks, depending on the complexity of your data and systems. Our team handles the heavy lifting, ensuring minimal disruption to your operations.
What kind of ROI can I expect from Perch?

Perch has a proven track record of delivering significant ROI. For example:

  • A large education company saw a 22% increase in conversion rates and a 17% decrease in CAC within six months
  • A leading e-commerce provider experienced a 15% increase in customer loyalty program enrollment
  • A top three wireless carrier achieved a 25% increase in subscription sales via chat
How does Perch ensure data security and compliance? Data security and compliance are core to Perch's design. We adhere to the highest industry standards for data protection, with rigorous security measures in place. Our platform is built to ensure all data is handled securely and in compliance with regulations, which is especially critical in sectors like FinTech and healthcare.
What happens after I decide to move forward with Perch?

Once you decide to implement Perch, we follow a structured onboarding process:

  1. Kickoff meeting to align on goals and timelines
  2. Development of a tailored integration plan
  3. Data onboarding and system integration
  4. Platform configuration and setup
  5. Comprehensive training for your team
  6. Go-live and ongoing optimization support


Throughout this process, our team works closely with yours to ensure a smooth transition and maximum value from day one.

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