Generic AI
Only 18% of deals progressed past Initial Discovery, so focus on earlier stages.
Later stages convert well, and the largest time gap is 6 days.
Consider improving follow-up across the pipeline.
For Series A, B and PE-backed Growth stage companies
Buoy keeps your CRM data right, so leaders can stop arguing about the numbers and start making confident decisions.
Revenue journey
What the dashboard shows.
Last 12 months
Buoy makes sure your CRM data is right, shows whether you can trust it on one simple customer journey view, and helps your leadership team understand what it means.
RevOps brings the numbers, and the meeting turns into a debate about whose number is right. The definitions were never written down, so the CRM drifts.
Only if a stage means the same thing to every rep, and a close date reflects a real commitment.
Only if stage history and loss reasons are recorded the same way every time.
Only if the CRM agrees with the system finance reports from.
Buoy takes that question out of the conversation.
A buoy marks the safe channel and keeps you off the rocks. Buoy does that for your revenue data: it marks how your process is supposed to run and flags when the CRM drifts.
From there, the work runs in three steps.
First we map your revenue funnel, then we audit your CRM and clean it up, so the revenue engine is built on solid ground.
CRM properties
Customer journey
Closed won
Recurring
This is the enforcement layer that prevents drift. The HubSpot extension checks fields as reps work, and AI fills properties from transcripts and emails.
HubSpot deal
Northwind renewal
Buoy extension
AI-filled properties
AIPain: budget tied to the renewal
AIBuyer: finance lead
AINext step: pricing call
Example data. Not a real customer.
Intelligence is insights on what your data is telling you.
Pipeline based on your custom exit criteria, evaluated by AI across call transcripts, emails and notes, inside or outside your CRM.
| Pipeline overview: New business | ||||||
|---|---|---|---|---|---|---|
| Deal Stage | Weight | New Business | ACV | Avg. Time in Stage | # of Deals | Q4 Pipe |
| Meeting Booked | 10% | $12,000 | ||||
| Initial Discovery | 20% | $14,000 | ||||
| Solution Presentation | 30% | $96,000 | $16,000 | 6 | ||
| Multi-Threaded Validation | 50% | $18,000 | ||||
| Commercial Justification | 70% | |||||
| Contract Execution | 90% | $14,000 | ||||
| Total pipeline | ||||||
| Weighted pipeline | ||||||
| Pipeline coverage | ||||||
Example data. Not a real customer.
Only 18% of deals progressed past Initial Discovery, so focus on earlier stages.
Later stages convert well, and the largest time gap is 6 days.
Consider improving follow-up across the pipeline.
On the Northwind new-business deal, pricing was never agreed and the economic buyer never joined a call.
Ask the AE to get the economic buyer on a pricing call before sending a quote.
The Acme Corp deal has the same gap, so have the sales manager hold both quotes until that call happens.
Example data. Not a real customer.
Start with the Audit.
Start here!
One-time
Every engagement begins with an Audit, so we understand how your business actually runs and what your numbers mean.
Subscription
From the Audit, this keeps records in line as reps work: rules in the HubSpot extension, and AI-filled properties.
Subscription
From there, Intelligence reads the data against your process and delivers CRO-level insights and actions before you ask.
Every engagement is scoped to your CRM and your process.