Turn Your Sales Data Into Your Next Best Prospect.

Bring together CRM, sales, commission, opportunity and market data to uncover growth opportunities, find high-potential prospects and focus your team on the right next action.

See Relevate AI in Action

Turn Disconnected Sales Data Into Revenue Growth

Relevate AI brings together CRM, sales, commission, opportunity, and market data, then applies AI to uncover opportunities, identify risks, and focus your team on the actions that drive growth.

01. Foundation

Build a trusted business foundation, a trusted foundation for sales intelligence.

Business Identity Resolution

A persistent "Golden Account" view across every system and alias.

Company & location matching
Alias & subsidiary mapping
Golden Account record
CRM de-duplication
Persistent account IDs

Account & Contact Resolution

Eliminate duplicates and resolve contacts to the right accounts.

Contact-to-account linkage
Duplicate detection
Role & title standardization
Buying-group mapping
Data hygiene automation

Sales Data Integration

Unify CRM, commissions, opportunities and POS data.

CRM & pipeline data
Commission & order data
POS & channel data
Opportunity linkage
Automated sync & refresh

02. Intelligence

Discover opportunities hidden in your data, know where your next opportunity exists.

Opportunity Intelligence

Surface whitespace, expansion, cross-sell and at-risk revenue.

Whitespace mapping
Cross-sell & upsell signals
Expansion opportunity scoring
At-risk revenue alerts
Account prioritization

Market Intelligence

Monitor customer, competitor and in-market buying signals.

Competitor monitoring
Industry & market trends
In-market intent signals
Account news & triggers
Territory insight

AI Sales Prospecting

ICP matching, lookalike discovery and lead scoring.

ICP-based matching
Lookalike account discovery
Decision-maker finding
Lead & account scoring
Prioritized prospect lists

03. Execution

Turn sales intelligence into revenue growth, turn insight into action, and action into revenue.

Sales Activation

AI prospect lists, sales planning and multi-channel outreach.

AI-built prospect lists
Territory & account plans
Guided outreach sequences
Meeting & task automation
Rep-ready briefs
‍

Find New Customers

Seamless handoff to Salesforce, HubSpot and Dynamics.

Salesforce sync
HubSpot sync
Dynamics sync
Bi-directional updates
Workflow triggers
‍

Grow Existing Relationships

Forecasting and reporting for sales
leaders.

Pipeline & forecast views
Rep & team performance
Revenue trend analysis
Executive summaries
Custom KPI dashboards
‍

A FAST PATH TO Sales VALUE

From disconnected sales data to prioritized revenue action.

Relevate Sales Hub works alongside your existing CRM and sales technology, giving your team an AI-powered path from fragmented data to better prospects, clearer opportunities, and recommended sales actions, without replacing the systems they already use.

01

Connect your sales
data

Bring together CRM, sales, commission, order, opportunity, POS, channel, and other commercial data from across your existing systems.

02

Build a trusted account foundation

Resolve duplicate companies and contacts, connect related accounts and locations, improve data quality, and enrich every account and prospect profile.

03

Deploy your sales
intelligence

Configure AI prospecting, opportunity intelligence, sales analytics, and market intelligence around your products, territories, and growth priorities.

04

Prioritize, act, and
improve

Deliver ranked prospects, account opportunities, and recommended actions to sellers and existing CRM workflows, then measure pipeline, conversion, and revenue impact.

Talk to an AI Specialist.

Turn sales data into your next best opportunity.
‍
Combine trusted business identity, AI-powered opportunity intelligence, and coordinated sales activation on a single AI-native platform.

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Turn Your Sales Data Into Your Next Best Prospect.

Turn Disconnected Sales Data Into Revenue Growth

Build a trusted business foundation, a trusted foundation for sales intelligence.

Discover opportunities hidden in your data, know where your next opportunity exists.

Turn sales intelligence into revenue growth, turn insight into action, and action into revenue.

Sales Activation

Find New Customers

Grow Existing Relationships

From disconnected sales data to prioritized revenue action.

01

02

03

04

Talk to an AI Specialist.

The AI Data Activation Platform.

Unify your data. Find the opportunity. Take the next best action. AI-powered. Human-approved.

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