Introduction
Quarterly Business Reviews (QBRs) are a cornerstone of Customer Success. They align stakeholders, reinforce value, and spotlight growth opportunities. But building QBRs is often a manual, fragmented, and time-consuming process.
SmartSlides, a key feature of InboxCRM, redefines this experience. It automates QBR creation using live CRM, product usage, and subscription data—directly from your Gmail workspace. The result? High-impact decks, personalized for each account, in minutes.
The Challenge with Traditional QBRs
Most CS teams struggle with QBR prep because:
- Data lives across CRMs, spreadsheets, and BI tools
- Presentation design is time-intensive
- Personalization for each account is hard to scale
“Value conversations suffer when data is fragmented and delayed.”
— Harvard Business Review
The outcome? QBRs become static reports rather than strategic moments.
SmartSlides: From Data to Deck in Minutes
SmartSlides turns CRM and product data into ready-to-use QBR decks. Inside Gmail, CSMs can:
- Generate slide decks with account-specific KPIs
- Include usage trends, renewal status, and engagement insights
- Apply templates for QBRs, ROI reviews, and renewal proposals
Explore: SmartSlides Feature Overview
Each deck is editable, exportable (PDF), and customizable with branding.
Integrated with Where You Work
Traditional presentation tools live outside the CRM or inbox.
SmartSlides lives inside your Gmail workspace, alongside:
- Email Assist for follow-ups
- ProductPulse for usage charts
- CRM-integrated fields like ARR, stage, and churn risk
This means no switching between PowerPoint, BI dashboards, and CRM.
See: Unified Customer Data Workspace
Automating the Most Time-Consuming Tasks
SmartSlides automates:
- Data aggregation (usage, health, renewal timeline)
- Visual design with charts from Metrics Hub
- Drafting of key slides using AI (e.g. summary, next steps, intro)
“Embedding automation into the QBR process increases coverage and improves consistency.”
— Forrester
Related: Automating QBRs for Customer Success Efficiency
Scalable Personalization with AI
Each SmartSlide deck is:
- Populated with CRM tokens (e.g. customer name, health score, NRR)
- AI-optimized for tone and narrative structure
- Easily adjusted with drag-and-drop content blocks
This allows CS teams to run personalized QBRs for 50+ accounts each quarter without burning hours.
Real QBR Examples and Use Cases
- Customer Success: Present usage value and health trends
- Account Management: Propose upsell or renewal with historical benchmarks
- Founders and CS Leaders: Share high-level executive impact summaries
Related: Use Cases for Founders
Related: Use Cases for Customer Success
Final Thoughts
SmartSlides transforms QBRs from a burden into a strategic advantage. By automating everything from data stitching to design, it empowers CS teams to focus on insight and impact—not slide formatting.
If you’re tired of copy-pasting charts, digging through emails, or building the same decks every quarter, SmartSlides is your upgrade.
