Your ERP knows who your best customers are - GTM IQ gives you a path from insight to action
The Customer Intelligence Agent (CIA) connects to your ERP and scores every customer against the criteria that matter to you — lifetime value, gross margin, payment terms, purchase frequency, or a weighted mix. Every score is explainable, sourced from your own transaction data, and updates as the data changes.
The result is one ranked view of your customer base — usable in pricing reviews, sales planning, and account coverage decisions
The Prospecting Agent (CPA) profiles the shared characteristics of your highest-value customers and finds matching companies in the ANZ market that aren't yet in your CRM, ranked by fit. For every prospect, CPA generates a SPICED report and a personalised value proposition, so reps open the conversation with context already in hand.
The result is a prospect list grounded in your real customer base that's usable for territory planning, outbound campaigns, and BDM call lists.
The Customer Engagement Agent (CEA) takes the prospects CPA has identified and runs personalised outreach across email, LinkedIn, and other channels, using the SPICED report and value proposition CPA has generated for each account. Replies are routed back into your CRM, with recommended next steps and the full conversation history attached.
The result is qualified conversations landing in your reps' inboxes, so BDMs spend their time closing rather than cold-prospecting.
The Customer Retention Agent (CRA) reads purchasing patterns continuously and surfaces accounts trending toward churn: declining volumes, lengthening gaps, narrowing SKU range, slower payment, with the signals driving each assessment. The same engine identifies upsell and cross-sell opportunities at the SKU level, prioritised by the customers most worth growing.
The result is one view of every customer that shows what's at risk and what's ready to grow, measured in revenue exposure rather than account counts.
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