Give your team the customer context to act
What changes for your team
Before
- Account context is split across the CRM, the enrichment tools, call recordings and intent feeds.
- Intent, usage and call signals land in separate tools, so the moment to act is spotted too late.
- Outreach starts from a blank page.
With Dagny
- One view of each account that sales and customer success share.
- A change in any of them raises one signal on the account while there is time to act.
- Each draft cites the signal behind the draft, and waits in the owner’s sequence for review before sending.
GTM Systems
Customer success, mid-market
64 accounts · 11 signals this week · 3 to act on today
Reading
Quarry Labs
Usage down 18% with the renewal 30 days out.
Lumen Energy
Finance team added 12 seats; ready for the enterprise plan.
Helios Health
New VP of operations started; three more buyers found to contact.
See the pattern in production
- Customer success operations
Customer health needed a trusted foundation
Scope to solution: 2 weeks.
- Insurance brokerage
From Epic records to a client-ready proposal
Time per proposal went from 60 min to under 5 min.
- Health data & analytics
Fragmented data became a decision system
Unified data foundation: BigQuery.
- Finance operations
QBR Media brought billing and collections into a shared operating system
Invoice generation, reported by QBR's founder went from hours to days to 10–15 min.
- Programmatic media / finance operations
Mogl took month-end billing out of spreadsheets
Of the billing work finished on the first live day, reported by Mogl: >80%.
How we build with you
Four steps, from the first blueprint to systems that keep getting better.
See our process