Revenue intelligence & sales growth

Revenue intelligence.
A clearer path to growth.

With Trace,Set clear follow-up priorities.Understand the next purchase.See account growth opportunities.Keep valuable customers in focus.

Turn sales data and customer conversations into clear priorities, relevant offers and well-timed follow-ups.

Customer data & context
  1. Review previous orders and conversations
  2. Consider commitments and constraints
  3. Have the team review the recommendation
  4. Assign an owner and follow-up time
›Customer context → a clear next action
Clearer sales decisions

An illustration of the product workflow

Explore the solution

A ready Trace core, tailored to your data and business processes

Organizations that trust Trace

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The core Trace solution

A clear next step for every customer.

Understand which customer needs attention, what to offer and when to act.

Who should the team follow up with today?

What should you offer, and when?

See the growth opportunity in each account.

Keep valuable relationships in focus.

Your team’s knowledge, in one record.

Move from reporting to a management decision.

Customer knowledge creates value when it leads to a clear decision and action.

One shared history.
For every customer.

Bring recorded orders, payments and conversations together in each customer’s context. Your team continues the relationship from a shared account history.

  • Related records together
  • Context for each follow-up
  • Work with available data
Illustrative example
Order historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notesOrder historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notes
Order historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notesOrder historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notes
Order historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notesOrder historyConversationsFollow-upsPaymentsCommitmentsComplaintsOpportunitiesTeam notes

Scattered records, one shared history

Customer context.
A clearer decision.

Review purchase history, timing, commitments and constraints together. Your team sees a recommendation with its reasons, then decides how to follow up.

  • Priorities for daily follow-ups
  • Basket and timing estimates with sufficient data
  • Opportunities for account growth and retention
Illustrative example · From customer history to a suggested action
TraceWhich customer needs a follow-up?
From customer history to a suggested action
  1. Review purchase historyFor team review
  2. Review previous follow-upsFor team review
  3. Check payment contextFor team review
  4. Check open complaintsFor team review
  5. Prepare a suggested actionFor team review

A suggestion with reasons; your team makes the final decision.

An illustration of the product workflow

Every follow-up.
An outcome you can review.

Record call outcomes, customer commitments and the next follow-up date. Shared history helps each action build on the last, and recorded outcomes support a review of the work.

  • Recorded conversation outcomes
  • Clear owners and dates
  • Agreed evaluation measures
Continuing the follow-up · Illustrative example
  1. Review suggestionPendingReady for review
  2. Contact customerPendingOutcome recorded
  3. Record commitmentPendingContext updated
  4. Set next datePendingNext step agreed
  5. Review with the teamPendingKept in the history

This is an illustrative workflow, not an actual customer outcome.

Revenue intelligence, in one connected workflow

›Customer context + clear decisions = action for growth

Other Trace services

Complete the solution around your business.

Alongside revenue intelligence, we design and configure the modules and connections your team needs, around your industry, priorities and ways of working.

We agree the scope, data sources and required connections before implementation.

Start with a sales challenge.
Build a clear solution.

We review your priorities, existing data and team processes, then propose the right combination of the Trace core and supporting services.

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Start with a defined problem. Develop the solution as your business needs evolve.

  • Start with existing data
  • Your team reviews suggestions
  • No purchase commitment

Let’s start with your sales challenge.

In a demo, we review your priorities, data and team workflow together, then define the solution scope and any supporting services.

  1. 1
    Define the challengeA real sales priority and clear evaluation criteria
  2. 2
    Review data and scopeAvailable sources, workflows and required services
  3. 3
    Configure the solutionSet up the core and agreed supporting modules
  4. 4
    Evaluate and developReview results and address the next priorities
Request a demo by emailNo purchase commitment

Before getting started

Do we need to replace our existing systems?

We start with your existing data and processes. Data intake, connections and supporting modules depend on the structure and access of your sources.

Which services are right for our team?

Revenue intelligence is the core Trace solution. We review your sales challenge, data and workflow, then propose supporting services that fit those needs.

Does Trace make decisions instead of our sales team?

Trace supplies context, estimates and recommendations. Your team remains responsible for reviewing suggestions, contacting customers and approving sales conditions.