Centralize

Centralize: The AI-Powered Deal Collaboration Platform for Revenue Teams

What is Centralize? Centralize is an AI-driven platform designed to help revenue teams visualize and win complex deals. It provides a comprehensive view of stakeholders, automates research, and leverages AI agents to map every move, enabling sales representatives, leaders, marketing, account management, and customer success teams to collaborate more effectively.

How does Centralize work?

Centralize integrates with Salesforce (SFDC), LinkedIn, emails, calls, and messages to provide a 360° view of your customers. It leverages AI to:

• Automate Research: Automatically gathers and analyzes account and stakeholder-level insights from various sources like 10-Ks, recent news, and LinkedIn posts.
• Provide Relationship Intelligence: Aggregates relationship insights from calls, emails, and calendars, highlighting key contacts and multithreading gaps.
• Enable Network-Led Intros: Leverages your network of executives, advisors, and investors to help your reps drive warm pipeline from Day 1.
• Offer Dynamic Call Strategies: Provides AI-driven insights for every call, highlighting involved parties and their specific needs, enabling prep in minutes instead of hours.
• Track Job Changes: Delivers notifications about buyer committee job changes to flag deal risk and identify new opportunities.

Key Features & Benefits

• Stakeholder Mapping: Understand who your stakeholders are, what they care about, who's missing, and how to leverage your network to fill in the gaps. This ensures you're engaging with the right people at the right time.
• Automated Insights: Spend less time on research and more time on selling with automatically gathered and analyzed insights.
• Seamless SFDC Integration: Leverage zero-lift CRM integrations with bidirectional syncing. Centralize meets your team where they already work.
• Improved Collaboration: Facilitate better collaboration between sales, marketing, account management, and customer success teams, resulting in more closed deals and happier customers.

Who is Centralize for?

Centralize is designed for:

• Sales Reps: Identify, nurture, and expand your buyer committees in real time. Close more deals by saying the right thing, to the right person, at the right time.
• Sales Leaders: Run deal reviews and 1:1s entirely focused on strategy, not scorekeeping. Get a bird's-eye view of every opp so you can sell with your team.
• Marketing: Align with sales on ABM strategy and leverage contact data to invite champions and prospects to events.
• Account Management: Quickly identify upsell and cross-sell opportunities based on evolving account-wide and individual priorities.
• Customer Success: Instantly understand why customers convert and stay on top of stakeholder value throughout the entire account lifecycle.

Why is Centralize Important?

In today's complex sales environment, understanding customer relationships is crucial to the entire GTM lifecycle. Centralize helps revenue teams:

• Close more deals faster
• Improve sales productivity
• Increase customer retention
• Align sales and marketing efforts
• Make data-driven decisions

How to use Centralize?

1. Integrate your CRM: Connect Centralize with your SFDC account for bidirectional data syncing.
2. Explore account and stakeholder insights: Review automatically gathered insights from various sources.
3. Map stakeholders: Identify key contacts and gaps in your relationships.
4. Leverage network introductions: Warmly introduce your reps to key decision-makers through your network.
5. Prepare for calls with AI-driven insights: Get dynamic call strategies highlighting involved parties and their needs.

Centralize empowers revenue teams to visualize complex deals, understand their stakeholders, and orchestrate wins with AI-powered insights and collaboration tools. By integrating with existing systems and automating key processes, Centralize enables teams to focus on building relationships and closing deals, ultimately driving revenue growth.