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.

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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

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How Custom Insights Work

1

Topic Definition

Your admin defines specific topics relevant to your solutions
2

AI Analysis

PG:AI searches for signals related to these topics across all data sources
3

Insight Generation

Relevant information is extracted and contextualized
4

Continuous Updates

Insights refresh as new information becomes available

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Understanding Your Custom Insights

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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

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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

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Using Custom Insights

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For Discovery Preparation

Custom Insights help you:
  1. Ask Informed Questions: Reference their specific initiatives
  2. Identify Pain Points: Understand challenges they’re facing
  3. Find Champions: Identify who owns these initiatives
  4. Estimate Budgets: Gauge investment levels in these areas
  5. Time Engagement: Know when initiatives are active

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For Solution Positioning

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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

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Common Custom Insight Types

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Technology Insights

  • Current cloud providers and usage
  • Migration initiatives and timelines
  • Hybrid/multi-cloud strategies
  • Modernization priorities
  • Technical debt challenges

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Business Insights

  • Digital initiative priorities
  • Transformation budgets
  • Change management approaches
  • Success metrics
  • Executive sponsors

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Maximizing Insight Value

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Best Practices

Not every account will have detailed information for every insight type. Focus on insights with strong signals rather than forcing connections.
  1. Prioritize High-Confidence Insights: Start conversations with well-documented initiatives
  2. Combine Multiple Insights: Look for patterns across different insight types
  3. Verify with Discovery: Use insights as starting points, not absolute truth
  4. Track What Works: Note which insights lead to productive conversations
  5. Request New Types: Ask your admin to add insight types for emerging needs

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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

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Integration with Other Features

Ask AI Assistant

Deep dive into specific insights

Find Contacts

Identify initiative owners

Generate Content

Create insight-based messaging

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Requesting New Insight Types

If you need insights about topics not currently covered:
  1. Identify the Need: What specific information would help you sell?
  2. Define Success: How would you use this insight?
  3. Provide Examples: What signals indicate this topic?
  4. 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.