Dashboards Show You What Happened. We Tell You What to Do About It.
Perch unifies your marketing, sales, service, and retention data. Then our AI identifies root causes and tells you exactly what to fix. A dedicated team deploys and runs it. You get answers in 30 days. No data team required.
“Perch connected our ad spend to actual closed revenue for the first time. We reallocated $2M in marketing budget and saw 20% higher conversions in Q1.”
“Before Perch, it took two weeks to answer ‘why did churn spike?’ Now we get the root cause in minutes.”
“We tried building this with Tableau for 8 months. Switched to Perch and went live in 30 days with better results.”
Data Rich. Insight Poor. Sound Familiar?
Silos Everywhere
CRM, contact center, marketing, billing. Seven systems. Seven different stories. Zero agreement on what's actually happening.
Analyst Buried
Your team spends 80% of their time prepping data. By the time reports are ready, the decision window closed.
Charts Without Clarity
You have dashboards. Lots of them. What you don't have is something telling you what to do next.
From 'What Happened' to "What to Do About It'
Perch connects your data, finds the root causes, and prescribes the fix.
Unified Data
CRM, contact center, marketing, support, billing. All connected. One source of truth. No more conflicting reports or manual reconciliation.
Root Cause AI
Our AI doesn’t just flag that churn is up. It tells you WHICH customer segments, WHICH touchpoints, and what’s causing it.
Managed Service
A dedicated team deploys Perch, maintains integrations, and keeps insights flowing. You stay focused on decisions, not data plumbing.
Dashboards give you data. The Guide gives you answers, clearly pinpointing problems and showing exactly how to fix them.
Visualizes exactly what matters—so you never have to hunt through dashboards again.
Why Managed Customer Intelligence Wins
| Table Header | DIY Platforms | Consulting Firms | Perch |
|---|---|---|---|
|
Investment |
$50K+ internal team |
$200K+ per project |
Fraction of the cost |
|
Time to Deploy |
6-12 months |
12-18 months |
30 days |
|
Output |
perchSoftware you manage |
Reports that expire |
Platform + Team |
|
Support |
Ticket queues |
Rotating PMs |
Dedicated team |
|
Expertise |
Figure it out yourself |
Rent it, then it leaves |
20 years built in |
Only 23% of CDP and BI projects finish on time. Perch clients go live in 30 days because we handle everything.
See What’s Really Driving Your Performance
Get a Risk-Free Diagnostic of your customer-journey data, reporting, and analytics foundation.
No cost. No commitment. Just clarity.
We’ll identify the blind spots holding back your revenue, CX, or retention—and show you exactly how to fix them.
Live in 30 Days. No IT Project Required.
-
Connect
Weeks 1-2We integrate your systems. CRM, contact center, marketing, billing. You don’t touch a thing. -
Model
Weeks 2-3We map your customer journey and configure the intelligence layer for your business. -
Launch
Week 4Start getting prescriptive insights. Know what’s broken and how to fix it.
What Happens When You Stop Guessing
28% Conversion Increase
Finally see which campaigns drive actual revenue
25% Churn Reduction
Discovered the root cause was in contact center handoffs
50% Follow‑up Increase
Caught at-risk accounts before they churned
Is Perch Right For You?
- Have 3+ customer data systems that don't connect
- Are tired of waiting weeks for analyst reports
- Your data team is overloaded and needs reinforcements
- Bought a CDP or BI tool that sits unused
- Need clear insights, not more dashboards
- You want a self-serve tool to configure yourself
- Your team wants to build, support and manage its own platform
Find Out What You're Missing
Identify the blind spots in your customer journey — and how to fix them. No cost. No commitment.
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- SCO 2 Type II certified. We sign NDAs and BAAs before touching any data.
- SCO 2 Type II certified. We sign NDAs and BAAs before touching any data.
Frequently Asked Questions
How long does implementation really take?
Most clients are live in 30 days, not the 12-18 months you’ve heard about with CDPs or consulting engagements. We handle the heavy lifting – connecting your systems, mapping your data, and building your semantic layer – while your team stays focused on their day jobs. You’ll see initial insights within the first two weeks.
What systems do you integrate with?
We connect to the tools you’re already using: CRMs (Salesforce, HubSpot), contact center platforms (Five9, Genesys, NICE, Talkdesk), marketing automation (Marketo, Pardot), dialers, ticketing systems, billing platforms, and more. Our team handles the integration work – you just provide access credentials. If it has an API or data export, we can pull it in.
Do we need a data team to use Perch?
No. That’s the point. You get our data engineers (80 hours/month) and insights analysts (40 hours/month) as part of your subscription. They build your dashboards, maintain your pipelines, investigate anomalies, and deliver executive-ready analysis. You operate the dashboards and make decisions – we handle everything underneath.
What if we already have a CDP or BI tool?
Most of our clients do. The problem isn’t the tools – it’s that nobody’s connecting them or maintaining the data layer. Tableau is great at visualization but won’t unify your CRM with your contact center data or tell you why conversion dropped. We complement your existing stack by creating the governed data foundation and AI analysis layer those tools can’t provide on their own.
How is this different from hiring consultants?
Consultants deliver a report and leave. You’re stuck maintaining whatever they built – if it even gets finished. Perch is a managed service: we build your infrastructure AND run it continuously. Our team stays with you month after month, improving your models, adding new metrics, and delivering ongoing analysis. Same expertise, fraction of the cost, and no 18-month project that stalls at 60%.
What does the diagnostic actually include?
We connect up to 3 of your data sources and deliver a complete gap analysis within 14 days. You’ll see sample insights from your actual data, a data quality assessment, and a clear roadmap showing what unified intelligence would look like for your organization. It’s a real deliverables – not a sales pitch disguised as discovery. If we’re not the right fit, we’ll tell you.
Is our data secure?
Yes. We’re SOC 2 Type II certified with enterprise-grade encryption at rest and in transit. Your data stays in a dedicated environment – never commingled with other clients. We sign NDAs and BAAs (for healthcare clients) before touching anything. We work with Fortune 500 telecoms and regulated industries; security isn’t optional.