Know which customer needs you today
Connect CVM is a customer value management platform for B2B companies. It brings your account data together, scores value, risk and growth, and gives every account manager a ranked list of next actions each morning, with the evidence behind each one.
- Hosted in Saudi Arabia
- Arabic and English
- A person decides every action
Retention. Usage fell 38% over 60 days and two support tickets have been open for 9 days.
Upsell. Fleet tracking has run at 94% of plan for 3 months, and the contract renews in 45 days.
Renewal. The contract ends in 21 days and no contact has been logged for 70 days.
Your customer data exists. Nobody sees it whole.
Connect CVM gathers the signals, ranks them, and puts the decision in the hands of the right person.
Signals are scattered across systems
Billing sits in one system, usage in another, support tickets in a third. No one sees the whole account.
Account managers guess who to call
Without a clear ranking, time goes to the loudest customers, while the quiet one who is drifting away goes unnoticed.
Campaigns go to everyone
One message to the whole base tires customers and serves no one, and nobody can say which campaign actually worked.
From data to decision to result
Four connected stages in one platform, so every action starts from evidence and ends with a measured outcome.
Data
A Customer 360 for every account, built from the systems you already run.
- CRM and billing
- Usage and utilisation
- Products and services
- Transactions
- Support tickets
Scores
Three scores for every account, and segments built from them.
- Customer value
- Churn risk
- Growth and upsell potential
- Segmentation
Action
A daily list for account managers and targeted campaigns for marketing. People decide; nothing runs on its own.
- Ranked next-best actions
- Accept, contact, reject or defer
- SMS, email and call-centre queue
Results
Every decision and every campaign is recorded and measured, so you learn what works.
- Campaign outcomes
- Decision history per account
- Dashboards and reports
What is inside the platform
Every department sees what is theirs, and acts on it
Permissions follow the role, so each team gets the screens and figures it needs.
Sales and account management
Start the day knowing which accounts need you, and why.
What they see
- A ranked list of accounts for today, with the reason for each
- A Customer 360 for each account
- Past decisions and contact history
What they do daily
- Accept, contact, reject or defer each recommended action
- Check the account before a call or visit
- Ask the Copilot about a customer or a figure
What they get
- A prioritised day instead of guesswork
- Early warning on accounts that are slipping
- Upsell opportunities backed by usage evidence
Marketing and CVM
Reach the right customers with the right offer, and prove what worked.
What they see
- Segments and scores across the customer base
- Offers, templates and campaign status
- Results of every campaign
What they do daily
- Build an audience from scores and segments
- Draft with AI from a short brief, then send for approval
- Send by SMS, email or the call-centre queue
What they get
- Campaigns aimed at who needs them, not at everyone
- Contact limits that protect customers from over-messaging
- Measured results for the next decision
Customer care and call centre
Every call starts with the full picture of the customer.
What they see
- The call queue created by campaigns and actions
- The customer"s profile, tickets and recent contact
- The offer or reason behind the call
What they do daily
- Work through the queue in priority order
- Record the outcome of each call
- Respect contact limits automatically
What they get
- Context on one screen, with no searching across systems
- Outbound calls that matter to the customer
- Outcomes that feed back into the scores
Management and leadership
One clear view of portfolio health, with every decision on record.
What they see
- An overview of portfolio value and risk
- Trends and campaign results
- Reports across teams
What they do daily
- Review dashboards and approve campaigns
- Ask the Copilot for a figure in plain words
- Follow the audit trail when needed
What they get
- A single source of truth instead of competing spreadsheets
- Accountability: who decided what, and when
- Evidence for where to invest effort
Data and BI analysts
A governed customer dataset, ready to explore.
What they see
- Connected data sources and their status
- Scores and the drivers behind them
- An explorer over customer data
What they do daily
- Import CSV files and check data quality
- Define segments and explore patterns
- Ask the Copilot to speed up analysis
What they get
- One joined-up customer dataset instead of many extracts
- Scores that explain themselves
- Less manual reporting
IT
Standard integrations, controlled access, and nothing to host yourself.
What they see
- Data source connections and sync status
- Users, invitations and roles
- The audit trail
What they do daily
- Connect systems by API, CSV or SFTP
- Invite users and assign roles
- Review access and activity
What they get
- No servers to run: hosting and upkeep are handled by Umbrella Prime
- Invitation-only access with role-based permissions
- Production and staging environments
A look inside the product
Illustrative screens with sample data. Company names and figures are examples.
Customer 360: the whole account on one screen
Before any call, the account manager sees billing, usage, services and tickets together, along with the value, risk and growth scores and the history of past decisions.
- Built from CRM, billing, usage, products, transactions and tickets
- Scores come with the drivers behind them
A targeted campaign, from audience to result
Pick the audience from scores and segments, draft with AI help, approve, send, and measure. Customers are never over-contacted.
- SMS, email or call-centre queue
- A contact limit per customer
- Signed interest and unsubscribe links
Audience128 accounts
MessageAI draft
Hello, your service agreement is due for renewal soon. Your account manager would like to arrange a short call to review your plan. Reply YES and we will call you.
Channel
Contact limit
Max 2 contacts per customer in 30 days. 14 accounts are excluded.
A Copilot that answers from your own data
Managers and analysts ask in Arabic or English. The Copilot knows which page you are on, quotes figures from the system, and acts only after you confirm.
3 accounts renewing within 60 days have a churn risk above 70:
Together they hold SAR 1,420,000 in annual contract value.
Source: Customers and scores, updated todayCreate the segment Renewal at risk with these 3 accounts?
AI that cannot invent numbers
Every number the AI writes is checked automatically against your real data before you see it. Anything it proposes waits for your confirmation.
AI Copilot
For managers and analysts. Ask about customers and figures in Arabic or English. It knows the page you are viewing.
Written insights for each alert
Each alert comes with a short written explanation of what changed and why it matters.
Campaign drafts from a short brief
Describe the goal in a sentence and get a draft message to edit and send for approval.
Usage at Al Noor Trading is down 38% over 60 days. We expect 45% recovery if contacted this week.
The draft is held until the unsupported figure is removed or evidence is found.
Numbers are verified
Figures in insights and campaign drafts are compared with real evidence in the system. The Copilot quotes numbers from read-only results of your own data.
A person confirms
The AI never sends a message or changes data on its own. It proposes, you confirm, and the action is recorded in the audit trail.
Live in about 4 weeks after signing
A clear plan with four steps, handled together with your team.
- 1
Kick-off and data access
Agree the goals, the teams involved, and which sources to connect.
Week 1 - 2
Integration and configuration
Connect your sources by API, CSV or SFTP, and configure scores, segments and roles.
Week 2 - 3
Testing and training
Check the results on your own data in staging, and train each team on its screens.
Week 3 - 4
Go-live
Move to production. Your account managers get their first daily list.
Week 4
Connects to the systems you already run
No need to replace anything. Data arrives through standard interfaces or files, and we agree the exact sources with you in week 1.
- CRMAccounts, contacts, owners and pipeline.
- BillingInvoices, payments and overdue balances.
- Usage and utilisationHow much of each plan or service is really used.
- Products and servicesWhat each account has, and what it does not have yet.
- TransactionsOrders and activity over time.
- Support ticketsOpen issues, age and resolution.
Standard APIs
Connect live systems directly through REST interfaces.
CSV files
Upload an export from any system, with a data-quality check on import.
SFTP transfer
Scheduled file drops from systems that cannot expose an API.
Hosted in the Kingdom, managed by Umbrella Prime
You do not need your own servers. Hosting, backups and upkeep are part of the service.
Data stays in Saudi Arabia
The platform is hosted locally inside the Kingdom of Saudi Arabia.
Production and staging
Test changes safely before they reach the people using the live system.
Nightly backups
Your data is backed up every night.
Invitation-only access
Employees join by invitation. Nobody signs themselves up.
Role-based permissions
Each person sees and does only what their role allows.
Full audit trail
Decisions and actions are recorded: who did what, and when.
Unlimited named users
Add as many people as you need, with no per-seat count.
AI under control
Numbers are verified against data and actions need confirmation.
Support
For B2B businesses with account managers
Wherever a team looks after a portfolio of business customers, the same questions come up: who is at risk, who can grow, who should we contact.
- TelecomEnterprise plans, usage and renewals.
- Banking and financeBusiness clients, products held and relationship coverage.
- LogisticsShipping volumes, service use and contract cycles.
- Distribution and wholesaleOrder patterns, dormant accounts and cross-sell.
- B2B servicesRetainers, renewals and service adoption.
- Technology vendorsLicence and module adoption, expansion and churn signals.
These are examples of sectors where the platform fits. They are not a list of customers.
Questions we hear most
Something missing? Write to us and we will answer.
Do we need our own servers?
No. Connect CVM is hosted and managed by Umbrella Prime, with production and staging environments and nightly backups.
What data do you need?
Customer accounts from your CRM, plus billing, usage, products and services, transactions and support tickets. The more sources, the richer the picture, but you can start with what you have. Data arrives by standard API or by CSV and SFTP files.
Is Arabic supported?
Yes. The whole platform works in Arabic and English, including right-to-left layout, and the AI Copilot understands and answers in both.
Does the AI send messages by itself?
Never. The AI drafts and suggests. A person approves every campaign and confirms every action, and everything is recorded in the audit trail.
How long until go-live?
About 4 weeks after signing: kick-off and data access, integration and configuration, testing and training, then go-live.
Where is the data hosted?
Locally inside the Kingdom of Saudi Arabia, so your data stays in the Kingdom.
Can it be customised?
Yes. Segments, scoring rules, offers, message templates and roles are configured to fit how your teams work. Tell us what you need during the demo.
How is pricing worked out?
Pricing is based on the number of customer accounts. Users are unlimited. Ask us for a quote.
See Connect CVM on a day in your company
Tell us about your company and your department. We will arrange a demo that fits how you work.
- Company
- Umbrella Prime Company
- Phone
- +966 56 344 7279
- Website
- umbrellaprime.sa
- Address
- Prince Abdulaziz Ibn Musaeed Ibn Jalawi Street, Al Murabba Dist., Riyadh 12626, Kingdom of Saudi Arabia