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Value Case
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Value Case: CustomerCore – Ava Sales Enablement

Executive Summary

This value case addresses CustomerCore's strategic initiative to transform sales enablement and knowledge management with Ava, their AI Sales Teammate. CustomerCore's goals are to centralize sales knowledge, automate manual documentation, and unlock instant capacity to drive AI-powered selling across Sales Engineering, Account Executives, and Customer Success.

The deal has been active since late 2024, with ongoing training, pilot expansion, and ROI validation. The current stage is a pilot/enablement phase, focused on value validation, integration, cost constraints, and preparing for broader rollout.

Key Business Outcomes

"Achieve a measurable reduction (e.g., 50% decrease) in manual data entry and slack tagging activities to streamline sales documentation processes."
— David Martinez, Head of Solutions Consulting | Call Recording | March 27 2025
"It's helped us get ahead and probably shave off a couple of hours and at least one FTE from every RFP cycle."
— David Martinez, Head of Solutions Consulting | Call Recording | September 24 2024
"A measurable outcome aiming to complete the baseline retraining of Ava within one week to ensure rapid adoption and effective enablement for sales teams."
— David Martinez, Head of Solutions Consulting | Call Recording | June 6 2025
"I want to elevate this data to the executive team to help influence our sales cycles."
— Sarah Chen, Senior Solutions Engineer | Call Recording | March 13 2025
"Ava gives us real-time intelligence before, during, and after every customer interaction, so our team never walks into a meeting unprepared."
— Michael Rodriguez, VP of Sales | Call Recording | April 15 2025

Strategic Priorities

  • Centralize and automate sales documentation and knowledge management
  • Validate Ava's value and ROI before expanding investment
  • Enable AI-driven selling and scale Ava usage across teams
  • Streamline and automate RFP and after-call work
  • Integrate with Google Drive, Salesforce, Gong, and Slack

Risks & Required Decisions

  • High per-user licensing costs may limit scalability; volume-based pricing or alternative models required
  • Lack of native Google Drive integration creates manual overhead
  • Training data quality and legacy data risk limiting Ava's effectiveness
  • Scheduling constraints (quarter-end, team availability) may delay enablement
  • Product gaps in RFP response depth, MEDDPICC customization, and opportunity-level reporting must be addressed