It's the strategic starting point for your GTM, transforming raw data into practical direction for your operation. Predictive AI models analyze real conversion patterns to define your Ideal Customer Profile (ICP) with maximum precision, going far beyond look alike models.
Planner maps your entire Total Relevant Market (TRM), structures territories to balance coverage and identifies the buying committee for each account, ensuring that your strategy is built on a solid foundation of intelligence.
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It allows managers to dynamically visualize the entire Total Relevant Market (TRM), replacing static spreadsheets and guaranteeing precision in segmentation.
The tool offers advanced filters for size, sector, technology and momentum signals, allowing in-depth strategic analysis and intelligent distribution of the best accounts to the commercial team.
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It centralizes all the strategic information that the prospecting team needs at the moment of action, avoiding generic approaches and increasing conversion rates.
For each account allocated, the tool delivers: a complete overview of the company (firmographic and technographic data and momentum signals); an integrated buying committee (positions, areas, LinkedIn, emails and cell phones available from the buying committee); and strategic context (why the company was selected and how to connect in a relevant way).
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It works like a strategic dossier, ready for prospecting, saving the team hours of manual research and enriching the commercial narrative.
It provides in-depth intelligence for consultative approaches, delivering a complete overview of the company, the rationale for why it fits into the ICP, the key contacts and decision-makers and even recommendations for next steps, enriching the commercial narrative.
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It measures, in real time, the efficiency of prospecting and the results generated, monitoring KPIs for account take-up, conversion and opportunities opened by campaign, territory and persona.
The connection with your Customer Success team also allows clear proof of the ROI of each initiative. This feature closes the strategy, operation and results cycle, bringing clarity and tangibility to commercial decisions.
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It connects Cortex intelligence directly to your CRM to activate outbound prospecting operations. The tool automates the sending of enriched accounts and contacts to the funnel, creating new opportunities in the pipeline in an integrated way.
Its main differentiator is the feedback loop, which returns the CRM results to Performance Dash for analysis. This ensures perfect synchronization between planning and execution, eliminating friction in the outbound operation.
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It delivers strategic information directly into your team's workflow, increasing prospecting efficiency. The Plugin identifies the company visited from its domain and allows instant access to company and contact data, whether in the CRM or on any website.
The prospect can send all the data to the CRM with a single click, without having to switch screens. The result is a gain in efficiency with immediate access to the right information in the right place.
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It automatically qualifies leads coming through the CRM, maximizing the efficiency of your inbound funnel. Each lead is enriched with research data and a propensity score, updating existing accounts and prioritizing contacts for SDRs.
Its differential is that it transforms volume into a qualified pipeline, ensuring that the pre-sales team doesn't waste time and resources on cold leads.
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Silent Interest Integration
It transforms digital marketing signals, such as downloads and page visits, into actionable intelligence for prospecting. The tool identifies whether the contact who interacted belongs to the buying committee and allocates the account to the outbound team at the exact moment of interest.
Its great advantage is that it unites inbound and outbound in a continuous and intelligent flow. It uses every digital signal as a commercial trigger to start warm prospecting.
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