Have questions about Knownwell? You’re in the right place. We’ve compiled a list of the most common questions we hear to provide you with quick and helpful answers. If you can’t find the answer you’re looking for, feel free to contact us directly.
Evaluation
Knownwell is a Commercial Intelligence platform that transforms natural communications in your business into actionable insights that fuel predictable growth and retention. Knownwell provides you with clear visibility into your portfolio health, allowing you to double down on what works and intervene where needed.
We recommend including your executive team members responsible for client growth and retention, and Client Services leadership.
Once we have your connectors (which take very little time), you’ll be able to access insights from Knownwell in a few days.
Compliance & Governance
We maintain a SOC 2 Type II certification and align our security practices with the ISO 27001 framework. We currently support businesses operating in the US and Canada, including US-based divisions of international companies. While we don’t currently support GDPR compliance, we plan to add this capability in the future to better serve our international clients.
Yes, we can support your audit requirements. We follow established compliance practices, including SOC 2 controls, and maintain detailed records and documentation. We can provide the necessary reports and access to support your audit process.
Yes, we maintain active cyber insurance coverage to help protect against potential security incidents and data breaches.
Technical Architecture & Performance
You can find the current list of connectors here. We are rapidly expanding our list of connectors, which currently includes Microsoft 365, Google Workspace, Salesforce, HubSpot, Slack, Fireflies, and Dialpad. If you do not see a specific tool listed, it may be included in our current roadmap.
Support & Training
Our Customer Success Team is committed to your success. As part of onboarding, we’ll guide you through change management and help you operationalize Knownwell within your company.
We have developed our own commercial management best practices, and if you would like our team to guide you through evaluating how to enhance your current system, we also include that service. After onboarding, our team will continue to help your team implement and leverage Knownwell in the business.
Competitive & Validation
Several factors significantly distinguish Knownwell from platforms like Gong, Semantic AI, and Churnzero. Knownwell is the only commercial intelligence platform for professional service firms that turns the natural, unstructured communication flowing through your business into actionable insights, enabling you to spot risks, retain more clients, and grow revenue with confidence.
Knownwell delivers a full-firm perspective on commercial health, not just individual conversations or accounts.
Gong is specifically made to listen to a sales conversation, and evaluate that moment in time, rather than providing enterprise-wide commercial intelligence on the health of your clients.
Semantic AI is oriented toward relationship analytics. It analyzes interactions to gauge sentiment and detect relationship risks, but it is not built around a holistic commercial health model for professional services companies.
ChurnZero is designed to be a customer success management tool. It focuses on health scoring, engagement tracking, and churn prevention, mostly for SaaS companies. It provides excellent CS operations tooling but lacks the natural communications intelligence and professional services focus Knownwell provides.
Knownwell is not just another customer success platform. It’s a commercial intelligence layer purpose-built for professional service firms, pulling insight from everyday client interactions. Companies like Gong, Semantic AI, and ChurnZero are valuable in their niches (sales coaching, SaaS CS operations), but they don’t offer the same full-firm, relationship-centric intelligence that Knownwell does.