HG Insights accelerates revenue strategy and product innovation with Four/Four, unlocking unified customer intelligence and cohort growth.

Summary

HG Insights, a leader in technology market intelligence, uses Four/Four’s AI-powered platform to bring all their customer conversations, feedback, and support data into one place. By cleaning up siloed data across different tools and making insights easily searchable for everyone, from product to customer success, they’ve gained the clarity needed to spot risks, grow accounts, and support customers better.

Client Background

HG Insights helps companies target the right customers and make smarter sales moves using market and tech installation data. After growing through mergers (including TrustRadius and MadKudu), HG Insights’ own systems were spread out across different platforms and teams, making it tough to get a clear view of the customer experience or spot revenue opportunities quickly.

Challenge

Multiple CRM, call recording, and support platforms meant that vital customer insights from call notes, product feedback, support tickets, were scattered everywhere. Sales and customer success teams couldn’t see the full customer story, resulting in wasted time, double work, and missed chances to help customers. Cohort tracking was nearly impossible and, as a result, at-risk accounts often went unnoticed until it was too late.

The results

• Fast, Complete Data: Over 400 accounts and all conversations, tickets, and notes centralised within one month.
• Sharper Focus: All accounts accurately placed into cohorts, so teams could devote CS and sales energy where it mattered.
• Reduced Churn: Struggler and Disconnected accounts were flagged and contacted early, resulting in a measurable drop in churn.
• Time Saved: Automated workflows replaced hours of manual reporting, and team members could share customer insights for account playbooks in a few clicks.
• Stronger Sales/Product Alignment: Win/loss and customer pain themes fed straight into new sales decks and roadmaps, so messaging and features matched what customers truly wanted.

The Four/Four Solution

HG Insights rolled out Four/Four as a central hub for all customer intelligence. Here’s what changed:

1. Everything in One Place: Four/Four automatically pulled in Zoom, Teams, Gong, Kaia, Salesforce, Slack, and support data so teams had one searchable record for each customer.
2. Automated Cohort Analysis: Accounts were grouped into meaningful segments, based not just on product usage, but on real feedback. CS teams instantly saw who needed attention.
3. Workflows, Not Workarounds: Four/Four pushed insights and action items directly into Salesforce, account playbooks, and even triggered alerts, making sure nothing slipped through the cracks.
4. Automation and scale: Instead of account managers writing summaries and passing them off, Four/Four’s workflows automatically generated detailed, unbiased customer context—shared directly with product, engineering, and execs.
5. Self-Serve and Searchable: Everyone from product managers to sales leads could dig up real customer quotes, see win/loss themes, or check why a deal was stuck without waiting for a data team.

Thanks to Four/Four, HG Insights now has a living, breathing picture of their customer base and can act faster to keep and grow the accounts that matter most—all while keeping teams focused and data under control.