theGist

theGist: AI-Powered Revenue Intelligence for SaaS Growth

What is theGist? theGist is an AI-driven platform designed to empower revenue teams by providing real-time insights and clarity, transforming scattered data into actionable growth opportunities. It connects seamlessly to your existing SaaS tools, cutting through the noise to surface the most critical information, enabling faster, smarter, and more confident decision-making.

How does theGist work?

theGist works by connecting to your existing SaaS tools and using AI-powered agents to monitor various aspects of your revenue motion. These agents analyze data from different touchpoints, tools, and teams, identifying risks, opportunities, and changes in real-time. The platform then delivers smart alerts and pre-call briefs to guide your team to the next best move.

Key Features and Benefits:

• Observability: Gain complete visibility across every tool, touchpoint, and team.
• Speed: Spot problems and opportunities in real-time, enabling proactive action.
• Relationship: Track champions, blockers, and sentiment to maintain control from the first call to close.
• Quality: Guide every rep to the next best action in critical moments.

Meet the Revenue Agents:

theGist utilizes a suite of AI-powered agents, each tuned to a specific part of the revenue motion:

• Risk Agent: Flags churn and stall risks.
• Growth Agent: Surfaces upsell and expansion signals.
• Smart Alerts Agent: Notifies on any critical change in real-time.
• No-Stall Agent: Detects stuck deals and accounts.
• Relationship Agent: Tracks champions, blockers, and sentiment.
• Engagement Agent: Monitors activity signals across email, calls, and product usage.
• Preparation Agent: Delivers smart pre-call briefs.

How to use theGist in 3 simple steps:

1. Identify: Connect the critical legacy SaaS tools you use for maximum impact.
2. Connect: Authenticate your tools in a personalized session. The platform is ready in under an hour.
3. Evolve: theGist learns from every interaction, helping you stay ahead effortlessly.

Why is theGist important?

theGist eliminates guesswork and provides clarity in a complex SaaS environment. By surfacing the right signals at the right time, it enables revenue teams to:

• Maximize retention: Identify and address churn risks proactively.
• Unlock new revenue opportunities: Spot upsell and expansion potential.
• Improve sales performance: Guide reps to the next best action with smart alerts and insights.
• Streamline workflows: Integrate seamlessly with existing SaaS tools.

User Testimonials:

According to Enrico Tollis, SVP, Customer Success at Stardog: "theGist helps our executives and client-facing teams truly understand customer needs, connect the dots across all our tools & knowledge, address critical issues, and uncover opportunities that drive revenue growth."

Where can I use theGist?

theGist is designed for revenue teams, including:

• Sales teams
• Customer success teams
• Executive leadership

It is particularly valuable for companies that rely on multiple SaaS tools and need a centralized platform to gain a holistic view of their revenue motion.

Security and Privacy:

theGist prioritizes data security with end-to-end encryption and comprehensive data protection measures. Users maintain full control over their data, ensuring secure business conversations and collaboration.

In conclusion, theGist provides a powerful AI-driven solution for revenue intelligence, enabling teams to act faster, smarter, and with full confidence. By connecting to your existing SaaS tools and surfacing critical insights, theGist helps you stop guessing and start growing.