Trellix Customer Intelligence Layer Implementation Case Study

This case study details how Trellix, a cybersecurity company, implemented its Customer Intelligence Layer using FunnelStory's technology entirely within its own infrastructure. The objective was to maintain strict control over customer data by avoiding third-party multi-tenant SaaS solutions. The case study outlines the challenges Trellix faced, including the need to unify scattered account and support signals into a single Customer Intelligence Graph while ensuring data security. FunnelStory's solution involved deploying the Customer Intelligence Graph as a private-cloud installation, allowing Trellix to connect its preferred AI provider through the LLM Bridge. The implementation resulted in a unified view of over 11,000 customer accounts and 250,000 conversations, enhancing Trellix's ability to manage customer relationships effectively. The case study emphasizes the importance of data control for Trellix and how the solution provided proactive account intelligence without compromising security or vendor lock-in.