A self-updating intelligence layer for your CRM. Connect what you know about an account, its facilities, and the people inside them. As new evidence comes in, the system revises the account model, sends selected updates to your CRM, and gives yConversion’s outbound workflow the latest context.
built for industrial-facing solutions (eg. selling into Manufacturing, Defence, Aerospace)
Programs, account pressures, and opportunity history
Production lines, inspection workflow, and pilot scope
Ownership, prior conversations, and open questions
An account record connects company context to what happens at each site and who owns the work. Each update carries its source and the scope it applies to.
Start from your CRM records, past calls, account notes, and facility research. Link the accounts, sites, workflows, and contacts so your team can reuse what it already knows.
When a call, CRM note, or relevant public signal arrives, the model compares it with what’s already known about the affected site, workflow, or person.
A facility looked like a candidate for manual inspection improvements. A technical evaluation call narrows the problem, identifies the pilot line, and gives the team a better question to ask.
“Lines 1 and 2 still check by hand. Line 3 is piloting vision for missed orientation errors, and I’m leading the review.”Plant quality engineering lead · Technical evaluation call · Illustrative
Manual assembly inspection is a working assumption. Confirm the line and who owns the review.
“How does your team check component orientation at final assembly today?”
This example shows how new evidence revises specific fields. The previous record and source call remain available, and the packing workflow stays as recorded.
The same structure supports an account you’ve worked with for years and a prospect you’ve just added to your list.
Use prior sales calls, evaluation notes, and account records to reconstruct what each facility does, what’s been tried, and who was involved. New conversations refine that picture over time.
A rep preparing for a follow-up can see the open question, the right person, and the evidence that shaped both.
Start with public signals, facility research, and likely ownership. Treat those early findings as working assumptions, then update them as replies and discovery calls clarify the account.
A prospect record can develop into a more detailed account model as you learn about individual lines, projects, and people.
For a known account, the model starts from the latest record and the evidence relevant to the question. Across accounts, the same call history can help refine product assumptions, model common workflows, and surface the words buyers use for a problem. A pattern can guide what to ask a new prospect. A claim about their facility needs evidence from that facility.
Both use the latest account, facility, and contact context. Your team can see what changed and use it in the work they already do.
Map selected updates into the fields your team uses, such as facility conditions, stakeholder responsibilities, and open questions. Set which fields can update automatically and which go through review.
The updated intelligence feeds yConversion’s existing research and outbound workflow. It can change which accounts and facilities to prioritize, where your product might fit, whom to reach, and which question belongs in an email or call brief.
See the outbound workflow in actionBring an account you already know and a recent conversation. We can map how the evidence would update the record and change the next outbound angle.