Find expansion pipeline you're missing, prevent churn you can't see coming, and give every rep the context they need before every call. One platform for your entire revenue team.
Built for revenue teams who outgrow their CRM
Why Sales Companion
Salesforce, Cloud Companion, Delivery Companion, and JSM all connected. Every signal mapped to the next best action.
Cross-module signals automatically mapped to LAND, EXPAND, RETAIN, or RESCUE plays with owners and actions.
Composite score from spend trajectory, ticket velocity, project health, and activity recency. Know which accounts need attention.
Unresolved technical debt surfaced as expansion signals. Security gaps become managed services pitches. Performance issues become PS engagements.
CSMs target 60% of new pipeline from existing customers. Sales Companion surfaces the signals that make it happen.
Part of Something Bigger
An interconnected AI agentic business operating system. Sales is one module. Cloud, HR, Delivery, Marketing, and Health complete the picture.
Full Salesforce opportunity CRUD with kanban and table views. Commit tracking, rep quotas, and 4DX scoreboard integration.
Opportunity management
Create, update, and progress opportunities through stages with streamlined close flows.
Pipeline views
Switch between table and kanban board views. Filter by stage, rep, region, or status.
Commit tracker
Rep commit vs actual tracking with forecast data calculation and quota attainment.
Commission visibility
Real-time commission calculation for AMs (close) and CSMs (opportunity creation).
Discovery
$420K
8 opportunities
Proposal
$680K
5 opportunities
Negotiation
$1.2M
3 opportunities
Commit
$890K
2 opportunities
Salesforce account data, cloud spend from Cloud Companion, project health from Delivery Companion, and Jira support tickets. All on one screen.
Account 360 view
Revenue, contacts, spend trends, renewal dates, project status, and Jira tickets in one screen.
Renewal management
Renewal pipeline with countdown timers, risk indicators, and automated tasks at 90/60/30 days.
Health scoring
Composite score from spend trajectory, ticket velocity, product adoption, NPS, and renewal proximity.
Support ticket context
JSM integration with 30-day windows, open/resolved counts, and trend analysis.
Meridian Corp
Customer since 2022 — Sarah Mitchell (AM)
Annual Revenue
$428K
Days to Renewal
45
Health Score
88
Open Tickets
3
Recent Activity
Opportunity updated
Platform Expansion moved to Negotiation
Support ticket opened
BQ slot quota exceeded — High severity
Tech debt flagged
Legacy IAM roles need modernisation
Cloud spend data, project health, and Jira tickets all mapped to structured sales plays: LAND, EXPAND, RETAIN, RESCUE.
Cloud spend signals
Declining spend flags RESCUE. Growing spend with unoptimised workloads flags EXPAND.
Delivery health signals
Projects nearing completion flag EXPAND. Over-budget projects flag RESCUE.
Tech debt as upsell
Security or performance tech debt becomes managed services or PS pitches.
GCP recommendations
Cost and security recommendations classified as service-specific opportunities.
BigQuery spend up 40% MoM. 3 cost recommendations available.
Cloud spend declining 15%. Project over-budget by $42K.
Renewal in 45 days. 2 open support tickets. NPS pending.
Security tech debt flagged. Candidate for managed security.
New prospect. GCP migration discovery in progress.
Track, link, and action tech debt items across customer accounts. Surface unresolved issues as expansion signals.
Legacy IAM roles need modernisation
Envious Host — Managed Security
Unoptimised BigQuery partitioning
DataFlow Inc — Professional Services
No disaster recovery plan
TechCorp — Managed Cloud
Outdated Kubernetes clusters
CloudFirst — Professional Services
Everything your CRM gives you, plus everything it can't do alone.
Expansion pipeline
20%+
New pipeline from cross-module signals (target)
Forecast accuracy
<15%
Commit-to-actual variance (target)
Tools consolidated
5+
Into one unified revenue platform
Time to value
<2 wks
From onboarding to live dashboard
Get Started
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