a short series answering the questions CROs and RevOps leaders raised at the CRO networking event in London.
Watch CTO Chris Bertram and COO Duane Franklet dive into the history and technical elements of Loupe and T4S
Watch as CEO Matt Walters, Head of Growth and Partnerships Ann Rice, and Marketing Specialist Lewis Greenwood from Seattle discuss why we built Loupe.
Over coffee, a contact mentions their budget is under review. Your account manager means to log it but it never reaches the CRM. Three weeks later, an AI agent drafts their renewal with a price rise. To an agent, a gap looks exactly like a healthy account. Read Part 3 in our one record not three pictures series below 👇
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Adding another tool isn’t always the answer. If it creates another login, another version of the customer record, or months of work before teams see value, you may be adding to the problem rather than consolidating it. In Part 2 of our series, we look at three questions revenue teams should ask before adding another tool, especially now that AI agents are acting on the data too. The goal isn’t more tools. It’s fewer places to look for the truth.
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This is Part 1 in a short series on what has to be true before revenue teams, and the AI now acting on their data, can trust the record they are all looking at.
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A hands on Demo by Our CTO Chris Bertram, of loupe turning website signals into customer intelligence, inside Salesforce.
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Most revenue content treats conversion as the finish line. Win the deal, close the enrolment, complete the admission. The metrics align around it. The incentives align around it. The story of success usually ends there.
For most of the past decade, organisations did not need to think carefully about how they identified their customers online. Third-party cookies handled it invisibly: tracking visitors across the web, building behavioural profiles, making it possible to recognise returning visitors and connect behaviour across sessions and devices. It was imperfect, but it worked well enough that few organisations invested in the alternative.
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What becomes possible when real-time customer signals live in the same environment where your teams do their work. In this series we look at why decision speed remains the constraint for most organisations despite continued investment in data tools, why first-party identity is the most durable advantage to build right now, and why the relationship is won after the sale, not at it.
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A short video report from the floor in Melbourne, framed around how providers connect with families, understand what they're going through, engage them at the right moment, and guide them across a care journey that often runs for years.
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Most businesses are data rich but insight poor. Your teams are searching across dozens of tabs, switching between disconnected apps, and still guessing what customers actually want. That delay has a real cost.
Connecting systems and people since 1992.
A New Zealand–founded global tech company.
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