Virtual SE for Customer Success Managers

The "Technical Gap" is Killing Your Efficiency.

Your customers are engineers. Your CSMs are generalists. You've launched 3 new products this year. Your CSMs still feel unprepared. When technical questions arise, your team faces a binary choice:

Guess (and lose trust + risk churn)
Escalate (and burn $200k SE hours on Tier 1 support)
Say "I'll follow up" (and lose the expansion moment)

The Revenue Engine Failure

SE ARBITRAGE

You're using $200k Sales Engineers for $50k support questions during QBRs.

EXPANSION LOSS

CSMs can't qualify leads like sales — losing millions in pipeline.

"I'LL GET BACK TO YOU" TAX

Missing expansion signals during calls because CSMs spend hours researching instead of selling.

Headcount Bloat

You can't scale your ARR-to-CSM ratio — every account requires high-touch technical hand-holding.

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HOW IT WORKS

Vertical AI for Technical Account Intelligence + Revenue Qualification.

The Virtual SE runs quietly in the background, delivering:

Instant, source-backed answers to complex technical questions
MEDDPICC-aligned discovery questions that CSMs actually remember to ask
Competitive differentiation talking points—automatically surfaced
Transforms your CSM from a "router" into a "solver" and "seller"

Smart Auto-Detect

Zero Friction:
‍Prompts the CSM to start when the meeting begins—never miss a QBR or Support Call.
Privacy-First:
Runs locally on the device. It does not join the Zoom as a "bot," does not record without permission, and stays completely invisible to the client.
SOC 2 Type II Compliant:
Enterprise-grade security for your customer data.

Instant Technical Resolution

Ingest & Solve:
Connects to your technical documentation and logs.
3-Second Rule:
Surfaces 3–5 factual, source-backed bullets in under three seconds when a client asks about APIs, latency, or configurations.
Benefit:
CSMs resolve issues live. No ticket escalation. No "Let me ask Engineering."

Competitor & Churn Defense

Threat Detection:
Automatically detects mentions of competitors or churn signals mid-call.
Differentiation:
‍Instantly surfaces 3–5 key technical differentiators to neutralize the technical blocker immediately.
Benefit:
Protects the renewal by winning the technical argument in real-time.

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Measured in Revenue Impact,
Not "Sentiment."

DeltaGen delivers measurable revenue impact from Day One.

30% Increase

in ARR-to-CSM efficiency (Scale from $2M to $3M per head) by eliminating "I'll follow up" dead air.

Zero SE Hours

wasted on Tier 1. Support during QBRs. CSMs resolve live.

3x Expansion Pipeline

CSMs surface qualified opportunities without burning Sales bandwidth.