Opportunity Navigator

Embedded in Salesforce, Built for Expansion

Designed natively in Salesforce but expandable to any opportunity-type object across platforms.

AI Driven Guidance

Automated health checks,
gap analysis, and remediation suggestions. Get forcasting insights with a single question and a single source of truth.

Leverage Your Sales Methodology

Don’t get stuck with a sales workflow because your tool requires it, let us customize it to what wins
more deals.

Next-Step Automation

Notifications and reminders to complete follow-ups on your sales opportunities.

Onboarding Support

Reduces anxiety and accelerates productivity for new team members.

Future - Ready

Scalable with API's to expand AI and data capabilities as business needs evolve.

For Leadership

Our Opportunity Navigator can help leaders manage teams of any size.

Gain a single source of truth for opportunity health.

Improve forecasting and strategic planning with confidence.

Free up time for client engagement through guided planning.

For Sales Representatives

Key insights and action items, on demand, right where you work.

Simplify account handoffs and shorten ramp-up time.

Get health snapshots and gap analysis without digging through details.

Collaborate easily with stakeholders and track follow-ups.

For Operations

Streamline your sales operations

Spend less time on reactive reporting and more on strategy.

Deliver forecasts with greater accuracy and consistency.

Reduce ad-hoc report requests with self-serve insights for leaders.

Sales Insights Right Where You Work