A sales operations copilot that gave a 40-person sales team a 7-figure forecasting edge.

An AI sales-ops layer over Salesforce — auto-enriching every deal, summarizing every call, and surfacing pipeline risk to leadership before it became a missed quarter.

94%forecast accuracy, up from 76%

23%lift in win rate on stage-3+ deals

$1.8Madditional ARR closed in 2 quarters

The challenge

What we were up against

Vertex's forecasts missed by 15–25% every quarter. Reps weren't logging notes, deals went stale silently, and leadership only learned a deal slipped after the customer signed with a competitor.

Our approach

How we got from zero to live

01Connected Salesforce, Gong, Slack, and Gmail into a single deal graph.

02Built an enrichment agent that pulled call summaries, MEDDIC fields, next steps, and risk signals into every opportunity automatically.

03Trained a forecast model on 3 years of historical close data with confidence intervals.

04Set up Slack nudges to reps the moment a deal showed risk signals — stale activity, ghosted champion, competitor mention.

The solution

What we shipped

CRM auto-hygiene running continuously across every active deal.

Weekly forecast with per-deal confidence scores delivered to leadership.

Real-time deal risk dashboard with drill-downs by rep, stage, and segment.

Coaching insights surfaced to managers from call patterns of top performers.

Tech stack

SalesforceGongClaudeSlackSupabaseSnowflake

PreviousLumina Studios

NextPulse Talent

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