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Centralize

The AI-Powered Deal Collaboration Platform for Revenue Teams

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Description

Centralize offers an AI-driven platform tailored for revenue teams seeking to enhance deal collaboration and accelerate sales cycles. It assists organizations in understanding key stakeholders, their priorities, and relationship gaps within target accounts. By automating the gathering and analysis of account and stakeholder insights from diverse sources like 10-Ks, news articles, and LinkedIn, the platform saves valuable research time.

Furthermore, Centralize aggregates relationship intelligence from communications channels such as calls, emails, and calendars, highlighting crucial contacts and identifying areas needing better multi-threading. It facilitates network-led introductions by leveraging connections with executives, advisors, and investors. The platform also provides AI-generated insights for call preparation and tracks job changes within buyer committees to flag risks and uncover new opportunities, all while integrating seamlessly with Salesforce through bidirectional syncing for a unified workflow.

Key Features

  • Automated Research: Automatically gather and analyze account and stakeholder-level insights from 10-Ks, recent news, and LinkedIn posts.
  • Relationship Intelligence: Aggregated relationship insights across calls, emails and calendars, highlighting key contacts and multithreading gaps.
  • Network-Led Intros: Leverage your network of executives, advisors, and investors to help reps drive warm pipeline.
  • Dynamic Call Strategies: AI-driven insights for every call highlighting who’s involved and their specific needs.
  • Job Changes Tracking: Notifications about buyer committee job changes that flag deal risk and drive net-new opportunities.
  • Seamless SFDC Integration: Zero-lift CRM integrations with bidirectional syncing.

Use Cases

  • Expanding deals within existing accounts.
  • Accelerating sales pipeline velocity.
  • Understanding stakeholder roles and priorities.
  • Identifying and filling relationship gaps in deals.
  • Leveraging networks for warm introductions.
  • Improving sales call preparation efficiency.
  • Managing risk associated with buyer job changes.
  • Uncovering new opportunities from job change alerts.
  • Enhancing deal reviews and sales coaching.
  • Aligning sales and marketing on ABM strategy.
  • Identifying upsell and cross-sell opportunities.
  • Tracking stakeholder value throughout the customer lifecycle.

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