FAq
Everything you need to know about transforming your GTM team's customer engagement.
General Platform FAQs
What is Steerco?
Who is Steerco built for?
What is a "System of Action" and how is Steerco different from other tools?
What is the "presentation tax" that Steerco eliminates?
How is Steerco different from our CRM (Salesforce, HubSpot)?
How is Steerco different from presentation tools like Gamma or Beautiful.AI?
How is Steerco different from using ChatGPT or other generic AI?
What are the core capabilities of the Steerco platform?
Presentations FAQs
What types of presentations can Steerco generate?
How does Steerco generate presentations so quickly?
Will Steerco work with our existing presentation templates?
How does Steerco ensure presentation data is always current?
What is QBR Team Guidance?
Can presentations be customized for different stakeholders or meeting types?
Can Steerco generate presentations in bulk for our entire customer portfolio?
Where can I learn more about Steerco's presentation capabilities?
Strategic Planning FAQs
What is a "living success plan" in Steerco?
How does Steerco build success plans from customer conversations?
What happens to customer context when a deal closes and transitions to CS?
Can success plans be shared with customers for alignment?
How do Steerco success plans differ from CRM notes or fields?
What customer information gets captured in success plans?
Can we standardize success plan formats across our entire team?
Where can I learn more about Steerco's strategic planning capabilities?
Customer Research FAQs
What is Steerco's Customer Research capability?
What external signals does Steerco monitor for customer research?
What internal data powers customer research intelligence?
How does Customer Research help identify expansion opportunities?
How does Customer Research surface renewal risks early?
Is Customer Research personalized to different industries?
How does Customer Research scale across my entire book of business?
How does Customer Research connect to Presentations and Strategic Planning?
AI & Automation FAQs
What does "Promptless AI" mean?
How is Steerco's AI different from using ChatGPT or Claude for presentations?
What is the Presentation Cowboy Agent?
How does Steerco ensure AI output quality is consistent across the team?
Can Steerco automate actions based on triggers in our CRM?
How does batch automation work in Steerco?
How accurate is the AI-generated content?
Does using Steerco require technical or AI expertise?
How does Steerco's AI handle sensitive customer information?
Integrations & Data FAQs
How many integrations does Steerco support?
What CRM systems does Steerco integrate with?
What other data sources can Steerco connect to?
How does Steerco keep data synchronized and current?
How difficult is it to connect our data sources to Steerco?
Is the integration bi-directional? Does Steerco write data back to our systems?
What if we have messy or inconsistent data in our CRM?
What happens if we don't use one of Steerco's supported integrations?
Can we control which data Steerco accesses from our connected systems?
Where can I see the full list of available integrations?
Security & Compliance FAQs
How does Steerco protect our customer data?
Does Steerco use our data to train AI models?
How does Steerco handle authentication and access control?
What compliance certifications does Steerco maintain?
Where is Steerco data stored?
How does Steerco handle data from third-party integrations securely?
Can we restrict which team members access specific customer data?
What happens to our data if we stop using Steerco?
Does Steerco conduct regular security audits?
How can we get detailed security documentation for our procurement review?
Getting Started FAQs
How long does it take to implement Steerco?
Do we need IT involvement to get started with Steerco?
What does the Steerco onboarding process look like?
What do we need to prepare before starting with Steerco?
Can we start with just one module and expand later?
How quickly can our team learn to use Steerco?
What training resources does Steerco provide?
How do we set up Team Guidance and quality standards?
Can we pilot Steerco with a small team before rolling out broadly?
What's the best way to get started with Steerco?
Support FAQs
What support is included with Steerco?
How do we contact Steerco support when we need help?
Do we get a dedicated account manager?
What self-service resources are available?
How does Steerco handle feature requests?
How often does Steerco release updates and new features?
What happens if we experience technical issues or downtime?
Can Steerco support help us optimize how we use the platform?
Is there additional support available for enterprise deployments?
How do we provide feedback on Steerco beyond feature requests?
