Delegate
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Delegate
By Delegate
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Delegate Reviews & Product Details

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Sonia K.
SK
Senior Manager Sales Operations
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Delegate?

Delegate has given us the ability to build granular visibility into the state of our customer base. This has previously been challenging given the number of GTM Systems we have and the amount of data available that could indicate a change in the state of customers and cohorts (For example - SLA Monitoring across all systems). In particular Delegate has been key in helping us to identify underlying trends that contribute to these changes in customer health. In addition to this we are now rolling out their AI Workflows so the front-line teams can easily take the next step, or automate it entirely, through the systems they already use on a day-to-day basis. The team is also very supportive in implementation and ongoing adaptation of the product. Review collected by and hosted on G2.com.

What do you dislike about Delegate?

Delegate works very well through the systems we have, although having an interface to be able to setup, control and adjust scoring, predictions and workflows is something we want on the roadmap. Review collected by and hosted on G2.com.

What problems is Delegate solving and how is that benefiting you?

identify underlying trends that contribute to changes in customer health. Connecting to our tech stack is incredibly beneficial Review collected by and hosted on G2.com.

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Delegate Overview

Editedit
What is Delegate?

Delegate takes an entirely new approach to delivering Customer Relationship Intelligence and NRR Uplift through AI Agents and APIs. The platform enables GTM Operations Teams, Managers and even the front-lines to build out powerful, highly-customised health scoring, revenue prediction and Agents that enable the entire organisation to drive NRR outcomes. Delegate is embedded directly into your GTM Stack and integrates with any system you require, writes all insights to your systems of record and feeds outcomes back into custom ML models that continuously improve their ability to predict upsell, renewal likelihood and churn.

Delegate Details
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Product Description

Delegate takes an entirely new approach to delivering Customer Relationship Intelligence and NRR Uplift through AI Agents and APIs. The platform enables GTM Operations Teams, Managers and even the front-lines to build out powerful, highly-customised health scoring, revenue prediction and Agents that enable the entire organisation to drive NRR outcomes. Delegate is embedded directly into your GTM Stack and integrates with any system you require, writes all insights to your systems of record and feeds outcomes back into custom ML models that continuously improve their ability to predict upsell, renewal likelihood and churn.

Seller Details
Seller
Delegate
Year Founded
2021
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Alex B.
AB
Overview Provided by:
Alex Berry
Co-Founder @ Delegate

Recent Delegate Reviews

Sonia K.
SK
Sonia K.Mid-Market (51-1000 emp.)
5.0 out of 5
"What do you like best about Delegate?"
Delegate has given us the ability to build granular visibility into the state of our customer base. This has previously been challenging given the ...
Read more
Marc M.
MM
Marc M.Mid-Market (51-1000 emp.)
5.0 out of 5
"Proactive churn insights and seamless health scoring"
42AI provides actionable customer insights by consolidating data from tools like Zendesk and Salesforce, allowing our team to prioritize at-risk ac...
Read more

Delegate Pricing

Delegate
$699.00
Per Month
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1 out of 2 Total Reviews for Delegate

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1 out of 2 Total Reviews for Delegate
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Marc M.
MM
Director of Revenue Operations
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Delegate?

42AI provides actionable customer insights by consolidating data from tools like Zendesk and Salesforce, allowing our team to prioritize at-risk accounts with ease.

Its predictive AI churn model has flagged potential issues early, leading to churn mitigation and upsell opportunities.

The programmatic health scoring is intuitive and gives a clear snapshot of account health, which has been invaluable in scaling our support efforts.

The automated workflows save time and ensure no unmanaged accounts fall through the cracks.

Hugh and Alex are very easy to work with. Highly recommended! Review collected by and hosted on G2.com.

What do you dislike about Delegate?

While 42AI is excellent at identifying key account risks, integrating with additional niche tools in our tech stack would enhance its value even further (on the roadmap). Review collected by and hosted on G2.com.

What problems is Delegate solving and how is that benefiting you?

- Customer health scoring

- Proactive identification of churn risk

- Proactive identification of upsell opportunities

- Worklows embedded into slack, allowing users to action with ease. Review collected by and hosted on G2.com.

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