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Centralize
The All-In-One Deal Workspace for Revenue Teams

What is Centralize?

Centralize offers a comprehensive deal workspace designed for revenue teams. It leverages AI to provide account research, relationship insights, job change notifications, and network-led introductions, enabling teams to expand deals and accelerate their pipeline.

The platform integrates with existing CRM systems, providing a unified view of customer data scattered across various sources like SFDC, LinkedIn, emails, and calls. This facilitates a 360° understanding of customers, enhancing the go-to-market lifecycle from initial marketing qualified leads to closed deals and expansions.

Features

  • Automated Research: Automatically gathers and analyzes account and stakeholder-level insights from various sources.
  • Relationship Intelligence: Aggregates relationship insights across calls, emails, and calendars, highlighting key contacts and multithreading gaps.
  • Network-Led Intros: Leverages your network of executives, advisors, and investors for warm pipeline opportunities.
  • Dynamic Call Strategies: Provides AI-driven insights for every call to understand participant needs.
  • Job Changes: Offers notifications about buyer committee job changes to flag deal risks and create new opportunities.
  • Seamless SFDC Integration: Offers bidirectional syncing with CRM integrations.

Use Cases

  • Expand existing deals.
  • Accelerate sales pipeline.
  • Improve account-based marketing (ABM) strategy.
  • Identify upsell and cross-sell opportunities.
  • Manage customer relationships throughout the entire lifecycle.

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