Pipeline Hygiene Sentinel
The CRM tells the truth without anyone nagging reps.
What this is actually for
Every forecast conversation starts with an argument about the data. Close dates in the past, stages that do not match what is happening on the call, amounts entered once and never revisited. The usual fix is a weekly reminder, which works for the fortnight anyone is watching and then decays back.
What the system does
- 01Reads the deal against its own evidence - meeting activity, email threads, the artefacts attached to it - and flags where the record and the evidence disagree.
- 02Asks the owner one specific question at the moment it matters, in the tool they already have open, instead of sending a report of forty violations on a Friday.
- 03Fixes what is mechanical on its own: normalising a value, closing out a deal whose account churned, correcting a currency.
- 04Leaves an evidence log of every change it made and why, so nothing is silently rewritten under a rep who then loses trust in the record.
What it needs from you
- Agreement on what each stage means, written down.
- Permission for the system to write specific fields - the audit scopes exactly which, and the rest stay read-only.
Nothing here goes live on our say-so. Before it runs against a real record, the system is graded by the Test Report - the document that scores it against a golden dataset of your own past cases, chosen and labelled by you. The gate is 85%: below that, or on any uncaught unsafe action, it does not ship.
One condition
We can't build this until the audit says it's your biggest leak.
Pipeline Hygiene Sentinel is not sold on its own and there is no way to buy it from this page. It is scoped by the GTM Audit and delivered as a System Build, because the audit is what establishes whether this is the leak costing you most - and often it is not.
Find out whether this is your biggest leak
The GTM Audit ranks every leak in your engine by what it costs you. Three weeks, $5,000 fixed. You own the Operating Map at the end regardless of what you build next.