Custom Insights
Tailored intelligence for your specific use cases
Custom Insights provide targeted intelligence about your accounts related to specific topics, initiatives, or use cases that matter to your business. These AI-powered insights go beyond general company information to focus on exactly what you need to know.
Custom Insights are configured by your admin in Settings → Custom Insights. Each insight type is tailored to your company’s specific value propositions and sales needs.
What Are Custom Insights?
Custom Insights are specialized analyses that focus on specific topics such as:
- Cloud & Database Modernization: Migration initiatives, legacy system challenges
- Customer Experience: CX transformation, personalization efforts
- DevOps & Agility: Development practices, deployment automation
- Data & Analytics: BI initiatives, data platform investments
- Security & Compliance: Security posture, regulatory requirements
- AI & Machine Learning: AI adoption, use cases, investments
- Sustainability: ESG initiatives, carbon reduction goals
How Custom Insights Work
Topic Definition
Your admin defines specific topics relevant to your solutions
AI Analysis
PG:AI searches for signals related to these topics across all data sources
Insight Generation
Relevant information is extracted and contextualized
Continuous Updates
Insights refresh as new information becomes available
Understanding Your Custom Insights
Insight Components
Each Custom Insight includes:
Narrative explanation of findings:
- Current state assessment
- Identified initiatives
- Challenges and pain points
- Opportunity areas
- Relevant quotes from executives
Narrative explanation of findings:
- Current state assessment
- Identified initiatives
- Challenges and pain points
- Opportunity areas
- Relevant quotes from executives
Quantifiable data points:
- Investment amounts
- Timeline information
- Metrics and KPIs
- Team sizes
- Technology statistics
Where information comes from:
- Annual reports (with page numbers)
- Earnings calls (with quotes)
- Web articles (with links)
- Job postings (with details)
- Press releases
Quality Indicators
High Confidence
Multiple sources confirm the insight with specific details
Medium Confidence
Some evidence found but limited detail or single source
Low Confidence
Indirect signals or inferred from related information
Using Custom Insights
For Discovery Preparation
Custom Insights help you:
- Ask Informed Questions: Reference their specific initiatives
- Identify Pain Points: Understand challenges they’re facing
- Find Champions: Identify who owns these initiatives
- Estimate Budgets: Gauge investment levels in these areas
- Time Engagement: Know when initiatives are active
For Solution Positioning
For Competitive Positioning
Use insights to:
- Understand their current technology choices
- Identify gaps in their current approach
- Position against incumbent solutions
- Highlight differentiation for their specific needs
Common Custom Insight Types
Technology Insights
- Current cloud providers and usage
- Migration initiatives and timelines
- Hybrid/multi-cloud strategies
- Modernization priorities
- Technical debt challenges
- Current cloud providers and usage
- Migration initiatives and timelines
- Hybrid/multi-cloud strategies
- Modernization priorities
- Technical debt challenges
- Current data architecture
- Analytics maturity level
- Real-time data needs
- Data governance initiatives
- AI/ML readiness
- Security incidents or concerns
- Compliance requirements
- Zero trust initiatives
- Identity management needs
- Cloud security priorities
Business Insights
- Digital initiative priorities
- Transformation budgets
- Change management approaches
- Success metrics
- Executive sponsors
- Digital initiative priorities
- Transformation budgets
- Change management approaches
- Success metrics
- Executive sponsors
- CX improvement initiatives
- Personalization efforts
- Omnichannel strategies
- Customer data platforms
- Experience metrics
- Efficiency initiatives
- Automation priorities
- Process improvement
- Cost reduction targets
- Productivity metrics
Maximizing Insight Value
Best Practices
Not every account will have detailed information for every insight type. Focus on insights with strong signals rather than forcing connections.
- Prioritize High-Confidence Insights: Start conversations with well-documented initiatives
- Combine Multiple Insights: Look for patterns across different insight types
- Verify with Discovery: Use insights as starting points, not absolute truth
- Track What Works: Note which insights lead to productive conversations
- Request New Types: Ask your admin to add insight types for emerging needs
Insight Interpretation
- Direct Mentions: Strongest signal - explicitly stated initiatives
- Related Investments: Good signal - hiring or spending in area
- Industry Trends: Moderate signal - following sector patterns
- Absence of Data: May indicate opportunity or lack of priority
Integration with Other Features
Ask AI Assistant
Deep dive into specific insights
Find Contacts
Identify initiative owners
Generate Content
Create insight-based messaging
Requesting New Insight Types
If you need insights about topics not currently covered:
- Identify the Need: What specific information would help you sell?
- Define Success: How would you use this insight?
- Provide Examples: What signals indicate this topic?
- Submit Request: Contact your admin or PG:AI support
The most effective Custom Insights are specific enough to be actionable but broad enough to apply across multiple accounts.