Nodal Agent ˈnōd(ə)l-ˈāj(ə)nt
Meaning: An AI agent to turn 10 hours of account work into 10 minutes. Example: Use Nodal Agent in one click to create QBR decks and identify upsell opportunities based on account trigger events ❌The Problem
Your team spends hours chasing data across Salesforce, Slack, and Tableau just to prepare one client business review meeting or to find an upsell opportunity
⚠️ 2+ hours lost per QBR deck preparation or per account planning
⚠️ Customer data scattered across CRM, Gong, Outlook, and more
⚠️ Time consuming to consolidate and generate data-backed account insights
⚠️ Burnt-out account managers and CSMs drowning in manual workYou hired relationship builders and revenue generators - not PowerPoint monkeys
“QBRs went from painful manual prep to a fully automated workflow. We saved 8+ hours per AM per week”
“Our AMs finally have time to focus on customers and selling instead of putting presentations together.”
🚀The Solution
Nodal automates the prep work for every QBR, EBR, customer check-in meetings, and upsell/cross-sell opportunity identification
✅ Auto-generate QBR decks - fully branded, data-backed, ready to send
✅ Highlight renewals and upsell opportunities - before they’re missed ✅ Summarize account health - from CRM, usage, and support data
✅ Sync with your tools - CRM, GSuite, ticketing systems, Tableau, Slack…etc.
It’s like having your smartest account analyst, 24/7, for every customer.
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Key Nodal Value Propositions
Nodal is the nexus data synthesis agent. It integrates and pulls data from multiple disparate sources (e.g., CRM, usage reports, billing, support) to create a comprehensive view of the customer and take actions. It is a game-changer.
By aggregating data and analyzing them, Nodal offers two value props:
Create all cadence decks in minutes in accordance to the master template and the latest customer data.
Spoon-feed account teams with upsell opportunities by reading market trends, customer news, product usage, and engagement history.
Nodal Agent helps account managers and customer success managers become 100% more effective so they can reinvest saved time into actual selling.
How Nodal works
Just like the way you interact with ChatGPT or Gemini, enter the following prompts
“Build a QBR deck for account xx.”
“Identify revenue upsell opportunities in this account.”
“Analyze product usage and recommend additional products for customer xx to use, and tell me why it will work.”
“Show me which accounts are likely to churn and potential ways to save the account.”
“Build a custom proposal presentation matching customer xx’s exact pain points.”
“Conduct quarterly account due diligence to refresh the account plan.”