DATA FOUNDATION
Everything about an account, measured against why they bought.
Connect the tools your team already uses. Every email, call, ticket, and usage pattern gets tied to the outcome the customer is paying for, so you can see whether they're getting it.
CRM
The CRM is usually the most out-of-date record of a customer. We use yours for contract facts like renewal dates and owners, and flag where it disagrees with what's happening in email and calls.
Get a demoConversations
Why a customer bought is almost never written in the CRM. It's in the sales calls and emails, along with most of what tells you how the account is going. Anything Cory tells you links back to the message it came from.
Get a demoProduct usage
A usage number on its own doesn't tell you much. We read it against what the customer bought the product to do, so you can see whether they're getting a return.
Get a demoPlaybooks
Playbooks are written for the typical account. Cory takes yours from Notion or Google Docs, fits each one to the account, and learns from your past renewals and churn which plays actually work. What works gets shared with the whole team.
Get a demoOpen web
Customers rarely tell you a champion is leaving or that they're being acquired. Cory watches LinkedIn, press releases, funding and M&A news, and public filings at your accounts, so you hear about changes in time to act.
Get a demo