Brief
The account on one page
Before every call: what the customer bought, how much they use it, open support cases, what they were billed, and what was promised.
Enterprise AI · AI for sales · The whole customer
The whole customer, on one page.
CRM, billing, support and product usage joined on one key, so sellers see everything that matters before the call, and the warning signs before the renewal.
Updated
Why can’t sales see the whole customer?
Because the customer lives in several systems that were never joined. The deal is in the CRM, the contract in billing, the warnings in support tickets and the habits in product usage. We join them on one key, so a seller sees everything that matters about an account before the call, and the warning signs before the renewal.
- Account briefsEvery system on one page before a call.
- Renewal riskFalling usage and open escalations, months ahead.
- ExpansionAccounts using what they have and hitting its limits.
- TerritoriesCoverage planned on real opportunity.
Why the customer is split
From our research, connect the systems before the AI.
- 957applications in the average organization, and 27% of them connected, in MuleSoft’s survey of IT leaders.
- 51%of sales leaders using AI say disconnected systems slow it, in Salesforce’s 2026 State of Sales.
- 19%of a company’s data is siloed or unusable, by its own data leaders’ estimate, in Salesforce’s survey.
- Usagepredicts renewal: Gainsight, analyzing its own customers, found the share of daily active users among the strongest signs.
What we build
On one joined picture of each account, with every number defined once.
Renewal
Risk while there is time
Usage falling, champions leaving, escalations open and invoices late, read together and flagged months before the renewal date.
Expansion
Who is ready for more
Accounts near the limits of what they bought, or using one product heavily and not the next, with the evidence.
Planning
Territories on real opportunity
Coverage and capacity drawn from the whole customer base and what each account could buy, not last year’s map.
Security
It works inside your rules.
It reads each system with the access your people already have, and joins them without copying more than it needs. How we handle your data
- Each person’s permissionsA brief shows only what the seller may already see in each system.
- One key, no copiesSystems are joined on one customer key, read where they live where they can be.
- Numbers from recordsEvery figure in a brief links to the record it came from.
- On the recordEvery brief and every flag is kept, so any one can be checked later.
How it starts
Two systems joined first, then the rest.
- 01A working callWhich systems hold the customer, and which one is right when two disagree.
- 02One keyThe same account in the CRM, billing, support and product, so a join is a lookup.
- 03Briefs firstAccount briefs for one team, used on real calls and corrected where they miss.
- 04Then the signalsRenewal risk and expansion added on the same joined data.
Where to go next
Questions
Do we need a data warehouse first?
No. Some systems can be read where they live and joined on one key. Where a warehouse already exists, we build on it.
Which systems does it join?
The ones you run: usually the CRM, billing, support and product usage first. We connect through each system’s own interface, or its exports where it has none.
Who can see what?
Each person sees only what they can already see in each system. A brief never shows a seller a record they couldn’t open themselves.
What does it cost?
It depends on how many systems and teams. We say it in writing after the first call.