Most companies stitch revenue together with a CRM, a marketing-automation tool, a meeting-notes app, a CS platform, and four spreadsheets, and a deal goes quiet between every one of them. Heidi makes the revenue thread literally one thread: every touch, every commitment, every signal linked to the same account record, always live.
Heidi reads the marketing-attribution chain, campaign, content viewed, intent score, ZoomInfo enrichment, and writes a one-paragraph brief on the lead before it lands in the SDR's inbox. The SDR opens the lead already knowing the answer to the first three questions.
Every meeting transcribed and routed to the right deal record. Every commitment surfaced as an action item. Every objection patterned against the last twenty deals in the same segment. Heidi drafts the next-step email, the SOW, the legal redlines.
When the deal moves to verbal commit, Heidi spins up the onboarding plan, kickoff agenda, integration checklist, AE-to-CSM handoff brief, success metrics agreed with the customer. Nothing waits for legal close.
Customer health stops being a vendor-defined score in a tab someone opens twice a quarter. Heidi watches activity, support sentiment, product usage, and team turnover at the customer, and surfaces specific actionable risks to the AE and CSM together.
The same Cortex that captured the original sale captures the moment a customer outgrows their tier. Heidi drafts the expansion email, attaches the usage proof, threads in the finance forecast, and the renewal becomes an expansion before it's a renewal.
Bring the version of this workflow your team actually runs today. We'll wire Heidi against a sandbox of your stack and show it end to end inside the call.