Create a live account brief.
S/Runtime summarizes open issues, usage, contract obligations, buying signals, and stakeholder history.
- Source context
- Stakeholder map
- Risk signals
Account intelligence
Prepare account teams from CRM, support, usage, and contract data.
Connect CRM, calls, emails, support, usage, contracts, product notes, and risk signals into governed account intelligence.
CRM
Call notes
Email
Usage analytics
Support
Contracts
01 / Workflow
See the run, the handoffs, and the human gates.
Three visible stages replace a chain of hidden prompts and disconnected system actions.
Suggest the next move.
Agents recommend outreach, QBR content, renewal strategy, and follow-up workflows.
- Playbook match
- Policy review
- Forecast impact
Move from insight to action.
Approved actions update CRM, draft messages, and assign follow-ups with traceable context.
- CRM writeback
- Task routing
- Outcome tracking
02 / ROI model
Set a measurable target before the pilot.
Illustrative 30-day planning ranges, updated September 6, 2026. Validate each target against your own baseline.
35-55%
Less account prep time
Compare hours per account review.
15-30%
More follow-up completion
Track actions closed by due date.
10-20%
Earlier renewal-risk detection
Measure days from signal to owner review.
Planning targets are illustrative, not guaranteed outcomes or published customer results.
B2B software
Planning example, not a customer testimonial or endorsement.
Account reviews begin with support, usage, contract, and stakeholder context in one brief. Reps leave the meeting with approved follow-ups already routed.
How it helpedLess preparation, earlier risk visibility, and more follow-through after account reviews.
04 / Controls
Keep consequential action inside the review boundary.
Permissions, sensitive-data rules, tool scope, and approvals are checked before action.
- Role-based account and contract access
- Approved content and claims libraries
- PII and customer-data minimization
- Financial/advisor communication review where applicable
- Source citations and CRM writeback evidence
Architecture session
Bring one consequential workflow. Leave with a governed agent blueprint.
We will map the context, systems, decisions, controls, actions, and success measures together.