Sales & Commercial500+ (Mid-market)Cross-industry

Next Best Action: the right sales move at the right time

Recommend the optimal next action (call, email, meeting) for each account/opportunity.

ROI ★★★★★Complexity ●●●○○6-12 months500+ (Mid-market)

The problem

Reps follow their gut, not data

No visibility on weak engagement signals

Deals stall without anyone knowing why

Sales coaching is subjective and doesn't scale

Prerequisites: required data & tools

Required data

  • CRM
  • emails
  • calendrier
  • signaux d'engagement

Compatible tools

  • HALIRO
  • Clari
  • Gong
  • custom ML

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What we implement in 6-12 months

In 6-12 months: each rep receives contextual recommendations for every active deal, combining weak signals and interaction history.

Weeks 1-2

Diagnosis

Weeks 3-6

Build

Week 7+

Delivery

Concrete deliverables

Next Best Action engine integrated with CRM

Real-time engagement scoring per deal

Automatic alerts on at-risk deals

Coaching dashboard for managers

Expert insight

Major differentiator. Combines weak signals with interaction history.

— Datasive, expertise terrain

Tech maturity

High

Mature solutions, fast deployment

Medium

Maturing tech, requires customization

Emerging

Cutting-edge innovation, R&D approach

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