| Outcomes (In Scope) | Last Update | Status |
|---|---|---|
| Create a prioritized list of the data, intent, and enrichment providers who we will work to establish integration partnerships with our Guided Selling solution | ‣ | ✅ |
| Engage providers and begin to establish integration partnerships. Focus is pre-configured,and API driven | ||
| ➡️ If a new customer wants to use their API/data set in our system, we need a | ||
| consumption model to pass through costs | ||
| ➡️ Adding sources that can feed and enhance our private company coverage. | ➡️ We can setup partnership, but believe the best route is to utilize current available APIs and LLMs to source the data ourselves. | |
| ➡️ Partnership outreach (see below) | ||
| ✅ | ||
| Build a slide that depicts where the integrations plug into the Guided Selling solution. | Not started | ❌ |
| Begin GTM partnership conversations with Crossbeam. | (See below) | ✅ |
| Outcomes (Out of Scope) | Last Update | Status |
| Build list of top data needs for sellers of company and people | ‣ | ✅ |
| Outreach to consulting firms for coverage and potential partnerships | ➡️ Consulting outreach: BCG | ✅ |
| Company | Name | Reason | Notes |
|---|---|---|---|
| Clay | Stefan Kollenberg | Partnership | Integration within Salesforce, but client requires Clay. Would have to build template that we would share with client and they could manage that template in Clay. The integration with Salesforce would be able to use pull in all of that data from Clay into Salesforce where we want it so seller wouldn’t have to leave SFDC. Referral partnership with 20% of year 1 revenue. |
| Seamless.ai | Jonathan Pogact | Partnership | API available in Q1 next year |
| Copy.ai | Kyle Coleman | Partnership | Still working to get time |
| Crossbeam | Alex Poulous | Partnership | ➡️ Spoke with Alex (CMO) of Crossbeam week of 8/26 |
| ➡️ Next steps are to send video of AI guided selling to him which we will do after the mid-September release | |||
| ➡️ Alex and I will sync up face to face in Austin at the GTM summit (10/14-10/16) to discuss more about the opportunity to use AI guided selling within partnership teams and CRO along with a GTM partnership | |||
| Reworkd | Srijan Subedi | Partnership | |
| BCG | Matthew Ward | Partnership | Meeting setup for 9/25 |
| Operator.ai | Mark Kosglow | Intelligence | Meeting setup for 9/20 |
| Scalestak.ai | Elio Narciso | Intelligence | Meeting setup for 9/20 |