What we do, better, and by design don't.
Research & Signal Intelligence
- Deep account researchPublic + private data, run continuously
Account Intelligence. Living per-account brief that fuses internal signals with external ones into one view.
WE DO THIS - Clever ColumnsAd-hoc research as spreadsheet columns
Same on-demand research, delivered into the tools your team already opens — no new grid to live in.
WE DO THIS - Live insights feed / account monitoringWeb-swept signals, live alerts
Account Intelligence with scheduled refresh and live alerts to VPs, reps, and teams.
WE DO THIS - Live Search / latest-news lookup
External-signal layer of Account Intelligence — news, filings, hiring, M&A.
WE DO THIS - Prospecting / ICP scans
Demand Generation — source, enrich, qualify against your ICP.
WE DO THIS
System of Record & CRM
- Warehouse-native system of recordTheir unified knowledge graph
We don't build one. We read across the systems of record you already own. This is the whole thesis — the graph never becomes a place your data has to move to.
BY DESIGN, WE DON'T - Bidirectional CRM sync
CRM Hygiene & Enrichment writes structured updates back to Salesforce/SAP — governed, confidence-gated, audit-logged. No new object model to adopt.
WE DO IT — BETTER - Opportunity management in-toolRun deals inside their UI
We don't ask reps to run deals in our UI. Pipeline stays in your CRM; we surface Pipeline Truth and write hygiene back.
BY DESIGN, WE DON'T - Sales boardsConfigurable board/table views
No destination board to live in. Outputs land in your existing surfaces — CRM, Power BI, email digests.
BY DESIGN, WE DON'T - Stage gating & validationApprovals, required fields, duration
Process enforcement stays in your CRM's workflow engine. Pipeline Truth flags stage and next-step gaps; we don't rebuild the engine.
BY DESIGN, WE DON'T - CRM hygiene / auto next-stepsAgent keeps records current
CRM Hygiene & Enrichment — the "update the CRM automatically" use case, governed with human-in-the-loop above a set risk line.
WE DO IT — BETTER - Deal-risk detection
Pipeline Truth — reconciles CRM against what conversations actually show; flags stalled, phantom, and sandbagged deals.
WE DO THIS - CEO ModeRolled-up book-of-business view
Activity Rollup + Pipeline Truth delivered as a VP/CRO digest — the rollup without a mode to log into.
WE DO THIS
Outreach & Engagement
- SequencesMulti-touch, multi-channel
Demand Generation harness: source → enrich → qualify → outreach → book.
WE DO THIS - Reply agent / auto-book
Part of Demand Generation, governed — human-in-the-loop thresholds on autonomous sends and bookings.
WE DO IT — BETTER - PlaysCodify + track winning motions
The motions run through Demand Generation as configurations; we don't ship a separate plays console to manage.
WE DO THIS - Campaign generation / inbound automation
Demand Generation — personalized campaigns and inbound-lead qualification off the same fabric.
WE DO THIS
Meetings
- Pre-meeting briefings
Account Intelligence brief, on-demand or scheduled ahead of the meeting.
WE DO THIS - In-meeting live transcriptionLocal call recorder
We don't build a recorder. We read the Gong/Teams transcripts you already capture — consume conversation capture, don't replace it.
BY DESIGN, WE DON'T - Post-meeting recaps / follow-ups
Conversation Intelligence (themes, commitments, risks) + CRM Hygiene writes next steps back.
WE DO THIS
Automation & Platform
- Agent Workflow Builder
We deliver governed, cost-aware workflows as scoped capabilities — not a self-serve builder your team operates and maintains.
WE DO THIS - Agent swarm orchestration
The orchestration layer is the core of what we build — governed, cost-aware, running above your stack.
WE DO IT — BETTER - Command / assistant with citations
Auditability is native: every action logs model, cost, and source. Query surface optional; the audit trail isn't.
WE DO IT — BETTER - Custom AppsApp generation
We don't become an app-building platform. Finite capability catalog — this scope discipline is what keeps an engagement from becoming an open-ended "ingest everything" project.
BY DESIGN, WE DON'T - SkillsOperationalize best reps
Captured as configurations of existing capabilities, not a separate authoring surface.
WE DO THIS - AutofillRFPs, security questionnaires
Outside the catalog — proposal ops, not revenue intelligence. We scope to the fabric and stay out of adjacent tooling.
BY DESIGN, WE DON'T
Surfaces & Integrations
- Web / Mac / iOS appsDestination app suite
A layer has no front door your team must visit. Results meet people in the tools they already open — that's the point, not a gap.
BY DESIGN, WE DON'T - Microsoft 365 Copilot agent
Outputs surface where your team works — Teams, Outlook, Power BI — without building a separate Copilot agent to maintain.
WE DO THIS - Connector HubBidirectional to email/calendar/Slack
We connect to and read across the same systems — but nothing is ingested into our warehouse.
WE DO IT — BETTER - Clay / LeadIQ / Orum / Persana bundling
We read from the enrichment stack you already run (Clay is a named input) rather than bundling partner tooling you pay twice for.
WE DO THIS - Two data modelsSecure share vs. warehouse-native
One model: runs in your environment, data never leaves your network. No custody trade-off to negotiate.
WE DO IT — BETTER
Governance & Trust
- Source citations / auditability
Native to governed action — confidence thresholds, human-in-the-loop above set risk, full audit log per action.
WE DO IT — BETTER
Scope is the product.
A finite catalog and a disciplined set of no's is what keeps an enterprise engagement from becoming an open-ended ingest-everything project.
