Use Cases

Fuel high-value sales & marketing activities

Improve how sales and marketing partner to generate more pipeline

Automatically capture activities and create compliant contacts in CRM
Unlock AI-driven contact classification and continuous enrichment - ensuring you deliver the right message, to the right inbox
Aligning sales-engaged contacts with customized, account-based marketing efforts
Together, boost pipeline engagement, increase brand awareness, enhance credibility, and win more revenue

Adopt a unified, customer-centric approach across the entire GTM team

Drive internal customer alignment across the GTM team, with complete visibility in CRM
Monitor and assess customer adoption
Maintain strong customer health to ensure renewals
Easily identify expansion opportunities to capture the complete TAM
Visualize the organization and stakeholders roles, influence, support status, and engagement - enabling a strategic approach to expansion

Introduce frequent and proactive coaching based on facts (not feelings)

Unlock real-time data around GTM activities, individuals, and team performance with automated activity capture
Identify your top, middle, and bottom performers (plus the corresponding activities of your top performers) - empowering data-driven decisions and to ramp reps to revenue faster
Use 1:1s more efficiently and adopt a coaching culture in order to rescue at-risk revenue and turn everyone into revenue generators

Properly qualify your pipeline (in or out) with persona data

Historical analysis confirms key buyer personas, improving rep efficiency with highly targeted efforts
Identify individuals historically known to have high influence and purchasing power
Validate engagement of key personas, coach to misalignment to minimize risk
Leverage data-driven insights to confidently call a number - improving win rates and achieving revenue goals

Inject process and uniformity across your sales methodology

Improve sales methodology adoption, adherence, and ROI with easy-to-use, CRM-native scorecards
Validating the health of in-flight opportunities by qualifing them against your sales methodology, from a single view - derisking your pipeline and improving forecast accuracy
Spot field-wide gaps and trends to drive future enablement, improve deal execution, and win rates

Leverage AI-insights across your entire pipeline

Automated activity capture provides real-time data around GTM activities and improves forecast accuracy, based on facts
Surface unhealthy accounts and opportunities at risk of not renewing or closing and proactively mitigating - resulting in more revenue
Ensure the right internal resources are deployed and the right time is being allocated