sub-modules
Sales and Service
Never ask a customer to repeat themselves — every team reads one record.
'As I explained to your colleague last week...' — every customer dreads saying it, and every company pays for the amnesia behind it. Sales and Service keeps one record across sales, support, and billing: the case history, the open quotes, the past escalations, all visible to whoever picks up the phone next.
Commercial lifecycle
Each stage below advances the same customer record — leads become opportunities, opportunities become orders, orders become cases and renewals.
data Viz
data View
section: stages
Attract and Qualify
Leads enrich, score, and route with campaign membership tracked. Qualification decides with fit criteria recorded, and disqualified leads keep their reasons.
Propose and Commit
Quotes price with loyalty and offers applied, opportunities advance through solution fit to negotiation, and commits admit through promise gates.
Serve and Grow
Cases resolve with SLA evidence, conversations feed the timeline, and renewals trigger from usage and contract terms with churn signals watched.
Commercial guarantees
- One identity
- Duplicates merged with lineage; households, buying committees, and installed base linked
- Full opportunity path
- Qualification through negotiation with stall and loss as first-class outcomes
- Governed engagement
- Sessions preflight consent and policy before recording anything usable
- section
- capabilities
Commercial motion by industry
Sales and service bend per industry — same customer record, different relationship stakes.
data Viz
data View
section: industries
Manufacturing
Account hierarchies with plant-level contacts, RFQ workflows, and program business tracked per OEM platform with award volumes visible.
Healthcare
Provider and payer relationships with credential tracking, contract terms, and referral patterns — all under HIPAA-grade access control.
Financial Services
Client onboarding with suitability, risk profiling, and review cadences. Every recommendation links to the profile evidence behind it.
Sales and Service questions
Section 1
How are support escalations handled?
Cases escalate with SLA clocks, skill routing, and full customer timeline attached. Every handoff preserves context so the customer never repeats themselves.
Section 2
How are duplicates prevented?
Identity resolution merges accounts, contacts, and leads with surviving-record lineage. Merges stay reversible within policy windows with full history retained.
Section 3
Our support team is drowning. Does this add process overhead?
It removes the overhead they drown in: repeated intake questions, lost context between handoffs, and status-chasing emails. SLA clocks and skill routing do the triage they do manually today.
data View
section: faqs
content section
value: Commercial objects are canonical: account, company, person, contact role, lead, opportunity, quote, order reference, case, and activity share one identity model with duplicates merged, never multiplied.
Section 6
Account, contact, lead, and opportunity lifecycle with state machines
Section 7
Quote generation with pricing and loyalty economics
Section 8
Service cases with SLA, escalation, and knowledge linkage
Section 9
Consent-governed voice, video, and messaging sessions