Solution 06
Lead Generation
We score your install base for expansion and risk. Your sales leader prioritizes. Build: 1 week.
Growth is often cross-sell whitespace: customers who buy one category but not the lines their peers take. Signals from transactions and CRM, ranked lists, and handoff into the motions your team already runs, with clear rationale on every row.
Capabilities
- Find lookalike accounts based on order patterns and vertical
- Flag wallet-share gaps versus similar customers
- Trigger sequences when buying behavior changes or goes quiet
- Keep lists grounded in SKUs you actually stock and ship
Example Query
“Which Midwest mechanical contractors buy hydraulics from us but never buy hose and fittings from any line on their account?”
Compatible Systems
Salesforce, HubSpot, SAP CRM, Dynamics CE, Snowflake / warehouse exports, marketing automation