One view, read across your systems
StageDiscoveryCRM
Open pipeline€2.9MCRM
Last two-way conversation6 days agoCRM
Revenue€6.9BData lake
Employees~27,000Enrichment
CoreLegacy core (T24-class)Enrichment
Products: open banking live · core processing and acceptance in conversation · two in whitespace
Signals · weighted, dated, decaying
- Two delegates at Money20/20 Europe48d · Events · decayed+5
- PSR / PSD3 readiness programme funded34d · Intent · half weight after 30 days+9
- Core contract renewal in 9–12 months21d · Data lake+20
- Champion posting on open banking9d · Enrichment+4
- Two-way conversation with Champion (14 min)6d · CRM · a real conversation+15
Buying group · six roles, one view
- ChampionVP Digital PaymentsEngaged
- InitiatorHead of Fintech PartnershipsIdentified
- Economic BuyerNot yet identifiedGap
- SignerMapping in progressUnknown
- BlockerChief Technology OfficerRisk active
- Future LeaderSr. Manager, Open BankingCultivating
Next best actions · the rule is shown
- P1
Get the CFO in the room through the ChampionAccount lead · with the Champion · This week
stage ≥ Discovery AND EB = gap
- P2
Resolve the CTO's concerns before criteria are setSolution specialist · with Marketing · Before next call
Blocker = risk AND criteria ≠ formal
- P3
Map and warm the SignerDigital Sales · with Operations and Legal · Next 2 weeks
Signer = unknown AND regulated = true
- P4
Give the Future Leader a role in the POCSpecialists · with Marketing · This month
Future Leader in evaluation
- P5
Expansion: Customer Excellence usage reviewCustomer Excellence · with the account lead · Next QBR
owned = live AND whitespace > 0
The payoff
Every role has a next move
- Champion
- Initiator
- Economic Buyer
- Signer
- Blocker
- Future Leader
Deal record · MEDDPICC
- MMetrics
- EEconomic buyer→ P1
- DDecision criteria
- DDecision process
- PPaper process→ P3
- IIdentified pain
- CChampion
- CCompetition
4 confirmed · 2 partial · 2 gaps, and each gap has an owned action
Managers see one forecast and coverage view: one revenue number.