Your Revenue Team,
Working With Full Context.
AI agents that unify your CRM, billing, and support data — giving every rep a full account picture before every call, surfacing renewal risks before they escalate, and drafting proposals from live data. No manual lookups. No data silos.
The Revenue Intelligence Gap
Your data exists. Your team just can't access all of it, in one place, fast enough to act on it.
Reps waste hours on manual research
Before every call, reps manually pull data from Salesforce, check billing, scan support tickets. That's prep time that could be selling time.
Renewals slip through the cracks
Churn signals are scattered across CRM, product analytics, and support — no one system connects the dots until it's too late. Continuous monitoring via always-on LLM agents is prohibitively expensive.
Proposals take too long
Drafting proposals means pulling data from three systems, reformatting it, and hoping nothing is stale. It's a bottleneck that costs deals.
Your systems speak different dialects
Salesforce has 'Leads', QuickBooks has 'Customers', your support tool has 'Accounts'. They represent the same real-world entity but require custom glue code to bridge. Prism handles this automatically.
What Your Revenue Agents Can Do
Each use case is a governed workflow — not a prompt, not a script. Plans run on live data with audit trails and policy guardrails.
360° Account Co-Pilot
Give every rep a co-pilot that surfaces CRM data, billing history, support tickets, and product usage in a single view — no tab-switching, no manual lookups.
- Pulls live data from Salesforce, QuickBooks, and support in one query via 500+ MCP Primitives
- Surfaces renewal risk signals and open issues automatically
- Logic stores account facts and deal history across sessions — every interaction starts with full context, not a blank slate
Renewal & Upsell Alerts
Agents continuously watch your pipelines and product usage data for churn signals and expansion opportunities. Governor's symbolic reflexes monitor conditions at near-zero cost — the LLM only fires when a real signal is detected.
- Monitors usage drops, support spikes, and contract dates continuously without continuous LLM burn
- Generates upsell briefs ranked by revenue potential
- Routes alerts to the right rep with context already attached
Proposal & Contract Drafting
Generate first-pass proposals and contract summaries using live structured data from your CRM and billing system — not stale templates.
- Pulls account history, pricing tiers, and product details automatically
- Prism bridges Salesforce Leads → QuickBooks Customers automatically — no custom mapping code
- Logic persists pricing history and contract context so agents never start from scratch
Automated Deal Preparation
Tell it to 'prepare for the Acme renewal call' and it gathers account history, checks product usage, surfaces open support issues, and drafts talking points.
- Aggregates data across CRM, support, billing in one pass
- Generates structured call briefs with no manual effort
- Works from natural language — Intelligence Gateway turns goals into type-safe multi-step plans
How DataGrout Powers Your Revenue Stack
Three platform layers work together to give your agents a unified, governed view of your revenue data.
Connect Your Systems
The Multiplexer aggregates all your revenue systems — Salesforce, QuickBooks, support, analytics — behind one governed endpoint. 500+ MCP Primitives cover full-spectrum Salesforce and QuickBooks operations out of the box. Redactor strips PII from tool responses before data reaches agents.
Plan, Transform & Execute
Intelligence Gateway turns natural language goals into multi-step plans. Prism automatically bridges type mismatches (Salesforce Leads → QuickBooks Customers) with no custom mapping code. Governor runs pipeline monitoring at near-zero cost via symbolic reflexes — LLM fires only on real signals.
Persistent Account Context
Logic (part of Memory) gives agents persistent, queryable facts about accounts, deals, and customer history. Facts survive across sessions and are shared across agents — so every interaction starts with full context, not a blank slate. No hallucination, sub-millisecond recall.
Built for Every Revenue Role
Sales Reps
- Account briefs before every call — pulled automatically
- Deal context that persists across sessions
- Proposal drafts generated from live CRM data
RevOps
- Renewal risk signals surfaced before they escalate — Governor monitors continuously without LLM burn
- Pipeline health from CRM + billing + usage in one view
- Cognitive Trust Certificates (CTCs) on every workflow — cryptographic proof of what ran, under which policy, at what cost
Sales Leadership
- SemanticGuard enforces side-effect controls — agents can't accidentally write to production Salesforce
- Redactor strips PII (emails, contract values) from tool responses at the Hub layer, infrastructure-wide
- Budget-capped workflows with pre-flight estimates and itemized receipts — no runaway AI costs
Give Your Revenue Team Full Context.
Connect your systems, deploy governed agents, and let your reps focus on selling — not searching.