Account Intelligence

One deal. Every word on it.

Understand the customer before you decide. Every call, email and note on one account, in one answer.

Questions it answers

You

What did we promise this account?

Three open commitments. SSO was promised for MarchGong · kickoff · 4 MarSSO lands by end of March, that's a commitment., and training was asked for twice and never bookedGmail · 9 Jun and 30 JulAny update on the training session for the team?.

Read 46 calls · 212 emails on this account

You

Who actually decides on this deal?

The CFO, not the listed champion. the champion said so on the last callGong · weekly sync · 23 SepI can push for it, but the CFO signs off on anything over budget., and the CRM still lists the champion as decision makerHubSpot · contact roleDecision maker: VP Operations.

Read 31 calls · 140 emails on this account

You

What changed since our last call?

Two things. procurement added a security reviewGmail · procurement · 26 SepWe'll need the security questionnaire back before we can sign., and the team asked internally about pricingSlack · #deals · 27 SepThey're pushing back on the per-seat number again..

Read every record since 19 Sep

1

Pick a deal

Any account, any stage.

2

Ask deep

Every call, email and note on it, read in full.

3

Check

Each answer links to the exact line.

Prove it on your pipeline.

Bring one quarter. We’ll show you what the CRM missed.

Talk to us