AI Transformation
Preparing Your AI Experience
Loading System Engine0%
Unify sales, marketing, and customer success data into an autonomous revenue engine: automate pipeline forecasting, enforce deal desk guardrails, and eliminate CRM data debt.
Traditional departmental execution suffers from high manual latency, data transcription errors, and rising overhead costs.
Sales forecasts rely on optimistic rep self-reporting rather than empirical deal engagement signals and buyer activity.
Missed revenue targets, sudden board surprises, and misallocated operational capital.
Non-standard discounting, custom payment terms, and legal clauses stall deals for days in approval chains.
Lost month-end deal momentum and frustrated enterprise buyers.
Marketing, sales, and CS systems operate on disconnected customer IDs, obscuring the true lifetime customer journey.
Inability to predict customer churn or identify expansion opportunities.
Grounded on enterprise RAG, private VPC LLMs, deterministic API tool execution, and continuous telemetry.
Analyzes email frequency, stakeholder count, executive sponsor presence, and competitor mentions to score true deal close probability.
Evaluates custom pricing requests against historical gross margin benchmarks, automatically approving within guardrails or routing exceptions.
De-duplicates records, enriches missing decision-maker titles, and updates stage progression based on email and calendar telemetry.
Simulates revenue outcomes under varying hiring cadences, conversion rate shifts, and territory reallocations.
Proven operational use cases deployed across enterprise departments with verified efficiency gains.
Deals slip past quarter-end without prior warning to sales leadership.
Agent audits deal health telemetry (lack of recent buyer emails, missing economic buyer) and alerts VP Sales 30 days before close date.
40% reduction in quarterly deal slippage.
Sales reps wait 4 days for finance approvals on 5% non-standard discounts.
AI checks margin thresholds and contract terms, automatically issuing approvals on Slack within 60 seconds.
80% of deal desk requests resolved autonomously.
Duplicate customer accounts across Salesforce, Stripe, and Zendesk create chaotic reporting.
Agent reconciles domain hierarchies and company tax IDs across systems into a single source of truth.
100% unified customer view across revenue platforms.
Autonomous cognitive workers operating 24/7 with deterministic tool calling and strict guardrails.
Continuously audits active opportunities and generates empirical weekly forecast models for leadership.
Evaluates quote exceptions, verifies margin guardrails, and coordinates rapid Slack-based executive sign-offs.
End-to-end telemetry from initial event trigger to final ERP ledger and CRM synchronization.
Emails, meetings, and CRM updates ingested continuously.
AI evaluates deal engagement and buyer momentum.
Discounting and contract exceptions sent to finance via Slack.
Approved quotes, revised close dates, and next steps committed to CRM.
Weekly revenue digest delivered to CFO and VP Sales.
Clear answers on security, VPC hosting, ERP middleware, and implementation timelines.
Traditional CRM tools rely on static subjective rep win probabilities. Fortiv's AI analyzes 40+ objective engagement signals (email reply speed, executive presence, legal redline activity) to predict deal outcomes empirically.
Book a confidential 45-minute AI strategy consultation with our senior enterprise architects. We’ll analyze your operations, audit workflow bottlenecks, and deliver a zero-obligation transformation roadmap.
Strict NDA & security protocol standard · 40+ enterprises served