Go beyond domain match to include conversation context, keywords, participant data, and other metadata in opportunity matching logic.
Add contacts who are invited to meetings or included in emails but missing in CRM. Further use AI to determine the potential role and influence in active opportunities.
Use AI to smart tag emails & meetings throughout the buyer journey. Once identified, capture these smart tags in Salesforce for enhanced reporting.
Understand how AMs, Sales, SEs, CSMs spend their time on different accounts and opportunities. It’s not just about assigning credit — it’s about understanding the full picture of what it takes to close an opportunity.
Just having more contacts on the opportunity… and activities that came with the contacts… alone has impacted so many different parts of our business in terms of forecasting, deal desk, cross functional collaboration, managing risk, prospecting, marketing. We’re now able to run plays off of that.
