Sales intelligence

You are under-penetrated in accounts you already own.

Every multi-line business carries the same quiet loss: accounts buying one thing that should be buying three. Leadership knows it. Nobody can name which accounts, on what evidence, this week.

CueSignal names them. It reads across your CRM, your operating systems and the public record, and outputs the play.

Built by Kredo.ai. Distributed exclusively by Outpace Labs.

High Service + order history Play 03 / 21

Three escalations in 60 days, all on assets outside the coverage they buy from us.

The question that opens it

"Who owns uptime for the lines we didn't install?"

The evidence behind it

  • Three priority incidents logged in 60 days, none against the current service agreement.
  • Order cadence in the adjacent category doubled while spend with us stayed flat.
  • New VP of Operations named in the Q2 call, with a stated consolidation mandate.
Next step: coverage consolidation review → Observable in 30d

Illustrative card

Audio overview

Prefer to listen?

A five-minute walkthrough of what CueSignal reads, what it outputs, and how it learns from what happens next. Full transcript below.

How CueSignal works 5:10
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Most companies are under-penetrated in the accounts they already own. Not the ones they are chasing. The ones already signed, already served, already paying.

Every sales organization is built to hunt. Few are built to farm. And the farming is where the unclaimed revenue sits.

To understand why, look at what sales leadership has believed for two decades.

Sales got reduced to a math problem. Inputs drive outputs. Aaron Ross and Marylou Tyler codified it in Predictable Revenue in 2011, and it has run the discipline ever since.

It goes like this. My average sale is fifteen thousand dollars. My quota is five hundred thousand a year, so I close three deals a month. My close rate on appointments is twenty percent, so that is fifteen appointments a month. Call it four a week. And underneath those four sits the activity.

Every sales leader has drawn that ladder, and every CRM is built to measure it. When the number comes up short, it offers two levers. Raise the closing percentage, or make more calls.

Almost nobody picks the first one. A revenue shortfall is a disagreeable situation, and more calls is the smallest possible expenditure of intelligence that escapes it.

Raising the closing percentage means asking why this account, right now, would want this particular thing. That is the only term in the equation nobody has ever been able to populate.

Nietzsche put it this way. If we have our own why of life, we shall get along with almost any how.

Sales has industrialized the how. The why is still carried in the heads of a few tenured people. It does not scale, it does not transfer, and it walks out of the building when they do.

Then there is the second problem. Where all that math gets recorded.

There are two kinds of data in a CRM. The first is customer-led. The customer took the appointment, gave the feedback, signed the order. Reliable, because a customer produced it.

The second kind is rep-entered. What stage is this in. How many calls did I make. Entered by the people with the most incentive to shade it.

So the CRM becomes a place of shaded truths that everybody trusts because it appears on a dashboard. And the value of that data only flows upward. A rep will put whatever you want to see into the system to get you off their back, so they can go do the job.

Change who the data is valuable to, and the behavior changes with it.

That is what CueSignal does, inside one narrow window. Expansion in accounts you already hold.

It reads several layers of your own information together. Your CRM, meaning the reliable half. Your operating systems: entitlements, adoption, usage, contract shape, service history. The public record: filings, earnings, leadership changes. And the layer that matters most, behavior on both sides. What the account manager did after a signal, what the client did next, and which sequences preceded an expansion in accounts of that shape.

Enrichment vendors see only the outside. Business intelligence sees the internals and writes a report. Neither produces a move.

What comes out of CueSignal is a play. Not fifteen plays. One.

A play names the account and the expansion the evidence supports. It carries the question that opens the conversation, the proof behind it, the talk track, and the next step, written back into the CRM the account manager works in. Not a name and a percentage. A move, with its reasoning attached.

Then it learns.

Think about a coach. You watch the tape and build a strategy. Then the game starts and things change. The run to the right is working. The run to the left is not. So you call the one that works.

Then you notice something narrower. That play only works with one particular running back.

CueSignal scores on both. Every play goes out as a prediction, with a named observable and a time window. An agent watches for the movement it predicted. Closed, stalled, or nothing, recorded against the play type.

The first runs across the whole organization. Plays that convert gain weight in tomorrow's ranking. Plays that stall are demoted for everybody.

The second runs against the individual, because somebody who has closed six expansions is not making the same bet as somebody in their first quarter.

Nobody retunes the weights by hand. Yesterday's outcome becomes today's order.

And it scores on real evidence. An order placed. A line added. A renewal. Never on clicks and never on logged activity, because activity is what people produce when activity is what you measure.

One honest boundary. This is not autonomous. Somebody who knows your business sets the guardrails first, because no model reasons its way to your plays from a cold start.

If you run a farming team, you no longer ask how many calls somebody made. You ask a different question. Did you run the play card, and what happened when you did.

That question has an answer. And the answer makes the next play better.

CueSignal is built by Kredo A.I. and distributed exclusively by Outpace Labs.

Why the record is partial

Your CRM holds two kinds of data, and only one of them is true.

A stage is not a fact about the customer. It is a claim by the person with the most incentive to shade it. Once it renders as a bar in a dashboard, it acquires the texture of truth.

Reliable

Transaction history

What was sold, to whom, when. The business wrote it, so it is true. This is the part worth reasoning over, and the part nobody reasons over.

Written for an audience of one

Forecast fields

Stage, close date, confidence, entered by a seller whose only reader is their manager. Shaded pipeline is not a discipline problem. It is what a system produces when honesty has no payback.

The resultNever wrong, always too late.

A dashboard built on self-reported fields feels like inspecting a deal without being in it. It never makes you wrong. It just makes you too late to have any impact on the outcome.

More CRM cannot fix a partial record. Every CRM-native AI reasons over both kinds of data as though they were the same, which means it inherits the shading rather than correcting for it.

The shift

Stop trying to build an ungameable metric.
Change who the metric grades.

What CueSignal joins

Three layers no one currently reads together.

CueSignal sits above your stack. It does not replace anything. It reads across systems that were never built to talk to each other, and outputs the play.

Layer one

Your CRM

Account ownership, transaction history, open pipeline, prior wins and losses.

Layer two

Your operating systems

ERP purchase and SKU patterns, service history, tickets, renewals, consumption and order cadence, billing movement. What the customer actually does.

Layer three

The public record

Filings and earnings commentary, leadership changes, expansion, acquisitions, hiring signals, regulatory obligations. What is changing, and why.

The output
  1. The account.
  2. The cross-sell the evidence supports.
  3. The question that opens it.
  4. The proof behind it.
  5. The next step, written back into the CRM you already run.

Internal data tells you what moved inside the account. Public data tells you why, and what is coming. CRM-native AI sees only the CRM. Enrichment vendors see only the outside. BI sees the internals and produces reports rather than plays.

Anatomy of a play

A card is a work surface, not a talking point.

One card does six jobs. Three belong to the seller. The other three hand the opportunity to the engineer and the project manager without anything being rewritten, and against one customer-facing message.

Sells

The opening

The value headline and the discovery question that opens the conversation, so the seller knows exactly how to start.

Proves

The evidence

Every claim carries its source: order and service history, filings, supplier earnings, ROI ranges. Cited, not asserted.

Directs

The path

A tested talk track and one concrete next step to propose before the call ends.

Unifies

The message

Every division works the account from the same evidence, so the customer hears one story rather than four.

Designs

The build

What the engineer needs: the per-element automation map, what is deterministic versus modeled, and what will not be promised on day one.

Delivers

The program

What the project manager needs: pilot scope, baseline metrics, phased timeline, and the managed-services model.

The daily surface

What your seller sees at 8 AM, before the 9 AM meeting.

A priority-scored queue instead of a dashboard. Every number traces to a live query against your own data, and every card is a distinct conversation driver.

Morning brief

A ranked queue

Which accounts need attention today, why, and what to do about it.

Research briefs

Generated per account

Strategic priorities, operating snapshot, recent activity. Edit, pin, regenerate.

Talk-track cards

Grounded in your data

Built on your own transaction and service records. Click through to chart, evidence and next step.

Outreach drafts

Context already loaded

Pre-loaded with the right citations. Edit, send and track replies without leaving CueSignal.

Data-quality notice

Blind spots on the page

Coverage gaps are stated where the seller can see them, not hidden behind a confident number.

Export and write-back

Into the meeting, into the CRM

One-click PDF and PPTX for the room; the next step written back into your system of record.

The learning loop

Every play is a prediction, and the outcome ranks tomorrow's queue.

A play goes out with a named observable and a time window. The account either moves or it does not, and that answer is the training signal.

Issue

The card goes out with a named observable and a time window attached.

Observe

The agent watches your CRM and ERP for the movement it predicted.

Score

Closed, stalled or no movement, recorded against the play type.

Re-weight

Close ratio recomputed across every seller who ran that play.

Re-rank

Tomorrow's queue reorders itself. No one retunes the weights by hand.

Layer one · across the entire sales force

Close ratio decides which plays survive.

Every play type carries a running close ratio across every seller who has received it. Patterns that convert gain weight in tomorrow's ranking. Patterns that stall are demoted, organization-wide rather than per manager.

Layer two · for the individual seller

Then weighted by what this seller has closed before.

The organization score sets the baseline; the seller's own win history adjusts it. A cross-sell they have landed before rises in their queue, because the motion is already in their hands and it closes faster.

How we grade it

We grade the platform, not the person.

Adoption tools die when the launch metric becomes a management metric. Grade sellers on clicks and you get clicks. So we report on the only evidence a seller cannot manufacture.

Tier 1 · rep-generated

Activity

Clicks, logged calls, stage changes

Costs nothing to fake. Product diagnostics only, never a management metric.

Tier 2 · customer-generated

Engagement

Reply, meeting taken, quote requested, new stakeholder

Costs an hour of the customer's time, which the seller cannot spend for them. A leading indicator.

Tier 3 · system of record

Business movement

Order placed, new line added, renewal, consumption shift

Real movement in the systems that record what the business actually did. This is what we report on.

No seller is evaluated on interaction volume. Tier 1 exists so we can debug the product, and it stays out of every management view.
When Tier 3 evidence has not landed yet, we say "too early to tell." We do not fill the gap with click counts.

Integrations

Read-only connectors into the systems you already run.

Your CRM stays the system of record. CueSignal reads across the stack and writes recommendations back into it.

CRM

Accounts and pipeline

Salesforce, HubSpot, Microsoft Dynamics. Ownership, pipeline, win and loss history.

ERP and order history

What they actually bought

SKU and category purchase patterns, order cadence, margin and billing movement.

Service and ticketing

Incident and usage context

ServiceNow, Zendesk, field-service records.

Contracts and renewals

What is expiring

Renewal dates, consumption commitments, expiring terms and entitlements.

Public record

What is changing outside

SEC filings, earnings transcripts, press, leadership changes, hiring signals.

Security

Multi-tenant from day one

Tenant isolation built in rather than retrofitted, with security review inside the pilot window.

No rip-and-replace. No second database for sellers to check.

What we propose

A two-week read, then a scoped pilot.

Each phase ends in a decision. No phase auto-approves the next, and the first one costs you a data pull and two meetings.

Data readiness read

Weeks 1–2 · no commitment

We read what your systems already know and whether it supports a seller's morning queue. You get a written coverage assessment, three sample play cards built on your own data, and an honest list of what we cannot see yet.

Pilot

Weeks 3–10 · one region or one segment

Ten to twenty sellers, one book of business. Baseline captured before day one: category penetration, meetings per account, cross-sell close rate. Weekly play scoring against named observables.

Rollout

Quarter two onward

Phased by division, with security and integration review completed during the pilot window. Managed-services model for ongoing tuning, and quarterly re-scoring of the plays.

CueSignal. Empower your data.

What varies from company to company is whether the systems you already run hold enough signal to build a seller's morning queue. That is answerable in two weeks: one data pull, two working sessions, and three sample play cards built on your accounts, before any commercial commitment.

Book a scoping call