Source-level evidence
Every signal, score and recommendation links back to the underlying record — the email, the filing, the transaction, the document — with the source visible at a click.
Sales & Business Development
Win the deals that actually move the number.
For revenue teams selling into complex, multi-stakeholder accounts.
Every enterprise deal is a network — champions, blockers, silent influencers, competitors. Compass turns that network into a live picture and puts a decision-ready brief on your desk before every meeting.
The problem
Pipeline coverage looks healthy in the CRM, then quarter after quarter deals slip, sponsors go quiet and the forecast misses. The signals were there — buried in emails, meeting notes, support tickets and public news — never assembled in one place, never on time.
Data we integrate
- 01CRM (Salesforce, HubSpot, Dynamics) — accounts, opportunities, activities
- 02Email & calendar (Gmail, Outlook) — interactions, attendees, cadence
- 03Meeting intelligence (Gong, Chorus, Fireflies) — transcripts, sentiment, next steps
- 04Product usage & support (Segment, Zendesk, Intercom) — health, tickets, sponsor churn
- 05External signals — LinkedIn, news, filings, funding rounds, hiring
How we contextualize
- Resolves people, accounts and opportunities into a single graph (no more duplicated contacts).
- Maps the real decision unit for each deal — economic buyer, champion, blocker, silent influencer.
- Scores every open opportunity against a live risk model (coverage, stakeholder silence, competitor moves).
- Cross-references external triggers (funding, hiring, leadership change) with the installed base.
AI Skills available to this team
Revenue
Account Relationship Map
Reconstructs the full stakeholder map of a target account — champions, blockers, silent influencers — from meetings, emails and CRM history.
Run skill
Revenue
Pre-Meeting Brief
Delivers a decision-ready brief before every meeting: last interactions, open topics, competitive signals, next-best action.
Run skill
Revenue
Deal Risk Scoring
Scores every open opportunity against a live risk model: coverage gaps, stakeholder silence, competitor moves, deal slippage patterns.
Run skill
Revenue
Pipeline Health Review
Prepares weekly pipeline reviews with evidence-backed commentary on each deal — no more manual slide building for QBRs.
Run skill
Revenue
Account Expansion Scout
Detects upsell and cross-sell signals across the installed base — funding rounds, hiring, product usage — and routes them to the owner.
Run skill
Revenue
Competitive Intelligence Watch
Monitors competitor moves — pricing, product launches, hires, deal wins — and pushes battle cards into deal rooms automatically.
Run skill
What you get out
Reports, decks, Excel, dashboards and alerts — ready to ship.
Brief (PDF)
Pre-meeting account brief
2-page PDF for every meeting: relationship map, open topics, last interactions, competitor signals, recommended next step.
Deck
QBR & pipeline review deck
Auto-built slide deck with commentary on each deal, risk-scored pipeline, forecast delta and top actions.
Dashboard
Deal risk dashboard
Live view of at-risk opportunities, coverage gaps and stakeholder silence — filterable by AE, segment, stage.
CRM update
Structured CRM write-back
Contacts, roles, next steps and risk flags pushed back into the CRM so nothing lives only in a brief.
Alert
Slack / Teams alerts
‘Sponsor went silent for 14 days’, ‘Competitor announced feature X’, ‘Renewal at risk in 60 days’.
A concrete case
A $1.4M renewal, saved 47 days before the forecast would have caught it.
The economic buyer left. Two support tickets escalated. Product usage on the flagship module dropped 30%. Sentiment on the last three calls turned cautious. None of these signals lived in the CRM. Compass fused them, scored the account red, generated a recovery brief with three concrete actions, and put it on the AE’s desk with a Slack ping — while the forecast still said ‘Commit’.
Trust by design
Evidence, explainability, audit — built into every output.
Explainable recommendations
No black-box outputs. Each priority states why it was promoted, which signals contributed, which were declassed, and which model version produced it.
Audit trail by default
Signals, model versions, reviewers and actions are logged and reconstructable later — ready for internal control, regulators and your own governance.
Human-in-the-loop
Compass recommends. Authorized people decide. Every consequential action requires a named reviewer who can confirm, override or annotate the reasoning.
See Compass on your data.
We bring a demo on your domain: which relationships emerge, which signals fire, which outputs we could deliver today.