The AI Tool Solution Buyer’s Checklist outlines five steps for selecting a customer intelligence platform. It begins with defining business needs like reducing churn or automating insights, then identifying non-negotiables such as AI-driven sentiment analysis, risk detection, zero data entry, and strong security. Buyers should evaluate vendor value by examining integration, accuracy, and innovation, then demand a tailored demo and proof of concept to validate impact. Finally, long-term viability matters—vendors must offer ongoing support, proven security, and scalable AI capabilities to adapt as customer needs grow.

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