Get the account story before the meeting.
Compass helps revenue leaders connect Salesforce, Gong, support, product usage, and warehouse data without asking every team for a different version of the truth.
Jason Martinez
@compass What can you tell me about account X across Gong, Salesforce, support, and product data?
Turn scattered GTM signals into better calls.
Account strategy, ICP, expansion risk, and pipeline quality stay in the same thread before the forecast or QBR hardens.
Gong
3 calls
Salesforce
open renewal
Google Ads
campaign source
Account context without the tab hunt
Ask about an account once instead of stitching Salesforce notes, Gong calls, tickets, and product usage by hand.
Cross-system synthesis
Compass brings curated CRM, conversation, product, and support context into the channel so the team can work from one account picture.
Curated context
WAU = users with a core workspace event in the trailing 7 days. Login-only activity is excluded.
with wau_events as (
select user_id,
date_trunc('week', event_time) as week
from product_events
where event_name in ('project_created',
'query_run', 'teammate_invited',
'shared_answer_viewed')
group by 1, 2
)
select week, count(*) as weekly_active_users
from wau_events
group by 1One story while the meeting is still happening
Ask what changed, check the logic, and keep the room aligned before the account or forecast call moves on.
Shared answers with visible logic
Compass answers where GTM teams coordinate and can show the definitions, filters, and sources behind the result.
Pressure-test ICP with real customer patterns
Use closed-won behavior, expansion, churn, calls, and usage to check whether the ICP story still matches reality.
Reusable GTM context under control
Compass turns approved ICP definitions, account caveats, and repeated GTM patterns into reusable context without relying on opaque memory.
SalesforceGongGoogle Ads
Google DocsPush the next move into the GTM stack
Turn the account answer into a brief, follow-up plan, or forecast note without copy-pasting between tools.
Custom MCP tools for revenue workflows
Compass can use revenue MCP Servers as inputs and outputs: read account context, draft the brief, and write next steps back to the systems GTM teams use.
How revenue leaders adopt Compass
Pick one concrete revenue workflow: prep account strategy for active deals, or pressure-test pipeline and ICP patterns before forecast. Then expand once the shared context holds up in live GTM conversations.
Pick one GTM operating rhythm
Data teams connect Salesforce, Gong, support, usage, and warehouse context for one forecast, QBR, or account-review workflow.
Answer account and pipeline questions
Revenue leaders ask what changed, which accounts need attention, and where pipeline quality is improving or degrading.
Review missing GTM context
Data teams see where fields, stages, account health signals, or ICP definitions are weak and turn those gaps into roadmap work.
Make it part of the revenue rhythm
GTM teams can self-serve common account and forecast questions while data teams monitor answer quality and approved context.
