AE and pipeline
Multi-thread before the deal needs saving.
Product behavior, thread activity, and support history surface the people who aren’t on the deal record yet, while there’s still time to do something about it.
Buying group
Read from product usage, threads, and support history
- VP Engineering On the deal record Last touched 41 days ago
- Procurement On the deal record Never engaged
- Director of Platform Heaviest product user on the account Not on the record
- Security review lead Named in two support threads Not on the record
- Finance business partner Cc’d on the last pricing thread Not on the record
Coverage
2 of 5 stakeholders engaged
Close date in 62 days
Task Owner assigned
Multi-thread the three you haven’t met
Start sequenceWhat gets in the way, and what replaces it.
The champion goes quiet and nobody notices until the forecast call.
An agent watches engagement across email, product events, and meetings, and fires the moment the pattern breaks.
Automate →New people appear on the thread and never make it into the CRM.
Threads and calendar invites are read, not just logged. Unknown participants become contacts on the account with roles inferred.
Connect →Deal prep means digging through three tools an hour before the call.
A brief lands with the task: who is new, what they will ask, what closed the last three deals that looked like this one.
Execute →2 hrs
of preparation and admin returned per rep, per day
“Seeing email conversations with old reps and prospects is sooo $$$$. Have unlocked $750K in pipe.”
We’d rather show you than tell you.
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