First Slide

Commercial Operating System for B2B Tech Companies

Secure Your Base,
Scale Your Growth.

In the world of B2B SaaS, software is the vehicle, but relationships drive renewal. Knownwell provides the visibility needed to turn platform usage into long-term strategic partnerships.

EXPERIENCE KNOWNWELL

01 / THE CHALLENGE

B2B Technology
Challenges

Knownwell leverages cutting-edge AI to synthesize your organization’s natural communications, enterprise data, and public information into actionable commercial intelligence. Instantly know your portfolio’s health, understand your clients inside and out, and get the intel you need to retain, delight, and grow your best clients.

The Usage vs. Value Gap

High login rates don’t always mean a client is happy. Without relationship data, you’re blind to the executive sentiment that actually drives renewals.

Managing High-Volume Accounts

As your user base grows, Customer Success Managers can’t manually track every stakeholder. Vital warning signs often disappear in the noise.

Expansion Blind Spots

Identifying the right moment to pivot from “onboarding” to “upsell” is often guesswork, leading to missed revenue or ill-timed sales pitches.

Fragmented Customer Context

Product data, support tickets, and executive emails live in silos, making it nearly impossible to get a 360-degree view of account health.

02 / HOW KNOWNWELL HELPS

What is your data really telling you?

Today’s modern data stacks:

Don’t provide global insights that aid decision-making
Ignore richest client intelligence conversations
Fail to incorporate external signals like news and social media
Are incomplete and biased

Your organization needs a new approach to your clients that synthesizes every data stream, cuts through the clutter, and tells you exactly where to focus next.

See Your Insights

OF ENTERPRISE DATA

IS UNSTRUCTURED

Knownwell delivers the clarity technology service firms need to make smarter decisions. Their AI-driven insights can help optimize client portfolios and drive sustainable growth.

– Mike Grady, Partner at VC Firm Recognize

03 / THE WHY

Why Knownwell
for B2B Technology Firms?

Purpose-Built for Growth

Knownwell is designed to support the continuous B2B SaaS lifecycle, from initial landing to enterprise expansion.

Unified Portfolio Health

Knownwell gives leadership a single source of truth for which accounts are ready for expansion and which need intervention.

Real-Time Relationship Insights

Move beyond lagging indicators like NPS. Track engagement as it happens so you can course correct in days, not quarters.

Intelligence-Driven Expansion

Surface unmet business needs within routine conversations to identify the perfect moment for seat growth or module upgrades.

Experience Knownwell

04 / THE IMPACT

The Impact on
B2B Tech Companies

By integrating Knownwell, B2B technology firms can take advantage of a transformative platform to reimagine how they deliver value.

Increase Net Revenue Retention

Secure your base and grow existing accounts by staying ahead of every risk and opportunity.

Scale CS Teams Efficiently

Empower your CSMs to manage larger portfolios without sacrificing relationship quality.

Data-Backed Product Direction

Use aggregate relationship intelligence to understand what features your most valuable clients are actually asking for.

Enable Smarter Decisions

Transition from reactive firefighting to proactive, data-informed leadership that drives results.

Empower your firm with a
Commercial Operating System

EXPERIENCE KNOWNWELL