Turn your internal data into Unified Account Intelligence

Your internal data is your secret weapon. 

While every revenue team has access to the same 3rd party intent signals, your owned data (product usage, customer conversations, deal history, and relationship dynamics) is uniquely yours and uniquely powerful.

Buried in call transcripts, notes, and emails is a gold mine of actionable intelligence, but getting access is usually manual work for reps flipping between tools. 

Our enhanced internal data integrations make this easier than ever in Pocus.

Introducing Unified Account Intelligence: Every call, email, and interaction in one AI-powered view. Account-level insights in Pocus are more robust thanks to deeper integration with your internal data. 

Access valuable insights from Gong call recordings, CRM notes, emails, tasks, and any account-related activities. 

Instead of jumping between tools to stitch together what’s happening within your accounts, simply pull up an account drill down to access the latest deal context or ask AI questions about what’s been happening. Pocus has the most robust knowledge from both internal and external data sources to answer any question. 

Playing revenue detective 

Imagine you're an SDR following up on a closed-lost opportunity that's now showing renewed product interest. What went wrong last time? Which objections were raised? The answers exist in your internal data - call recordings, notes, and emails , but finding them means hours of transcript archaeology.

Or you're a CSM inheriting a newly closed account from the AE team. You need implementation timelines, stakeholder concerns, and relationship dynamics for smooth onboarding, but valuable context gets buried unless your AEs spend hours synthesizing the information for hand over (which we all know doesn’t always happen). 

This information loss doesn't just waste time—it puts revenue directly at risk

• Context is scattered - Critical relationship insights live in Gong transcripts, deal updates sit in Salesforce tasks, and stakeholder concerns hide in email threads across multiple platforms.
• Handoffs lose nuance - When accounts transition from SDR to AE or AE to CSM, the relationship context that matters most gets lost in verbal summaries or never gets transferred at all.
• Risk signals get missed - Competitive mentions, budget concerns, or stakeholder changes buried in conversation history go unnoticed until it's too late.

Unified account intelligence 

Pocus's enhanced internal data integrations can now ingest and analyze your Gong call recordings, email threads, meeting notes, and CRM (Salesforce or Hubspot) activities to power AI that actually understands your deals.

The secret sauce? Our Relevance Agent™ unifies fragmented knowledge from internal and external sources to give reps complete account intelligence. Think of the Relevance Agent like a rep that can reason but with the benefit of having the most robust knowledge of your business and your prospects. 

Here’s what this new feature unlocks for you: 

• Ingest call recordings from Gong and any unstructured data trapped in your CRM (notes, email threads, activity details).
• Auto-generate deal context summaries that synthesize call recordings, email threads, and CRM activities into actionable account intelligence.
• Surface key insights like stakeholder sentiment, competitive mentions, and deal risks from your conversation history. 
• Auto-generate smarter outbound messaging that uses internal data context to create relevant and personalized outreach.  
• Ask AI chat interface now has knowledge of internal data, so you can ask questions like “who was the previous champion in this deal?” and “what were the action items from our last conversation?”
• (coming soon) Auto-generate plays using unstructured call recording data like specific keywords “surface accounts where prospect mentions efficiency.” Turn conversation data into signals. 

Three Ways Unified Account Intelligence Transforms Revenue Operations

Use Case #1: Ongoing Deal Context 

Pocus AI Strategy now includes intelligent deal summaries that analyze call recordings, email patterns, and CRM activities to surface what actually matters. Automatically extract key insights like action items, competitive threats, relationship changes, and deal risks. 

Instead of jumping between tools to stitch together what's happening within your accounts, simply pull up the Deal Context card in your strategy tab or ask AI questions about the account. 

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Pocus has the most robust knowledge from both internal and external data sources to answer any question. Ask questions like:

• "What are their top 3 priorities based on recent stakeholder calls and any recent news?"
• "What competitive threats were mentioned in the last quarter?"
• "Which stakeholders seem most engaged based on recent activity (emails, calls, website visits)?"

Get comprehensive answers that synthesize insights from call recordings, email threads, CRM notes, product usage patterns, and external market intelligence

Use Case #2: Hand-Offs

Create templates for deal hand off between teams like SDR <> AE and AE<> CSM so context never gets lost. Pocus AI can automatically populate handoff summaries with whatever deal context, all extracted from actual conversation history.

Custom Templates 

Want to go beyond hand offs? Create custom templates for a variety of revenue use cases:

• Deal risk assessment - "Identify potential risks from recent customer calls and support interactions"
• Competitive intelligence - "Surface all mentions of [competitor] across recent converasations"
• Renewal prep -  “Summarize any recent customer challenges, wins, and relationship changes across conversations” 
• Closed lost summary - “Summarize why this account was closed lost and any next steps for re-engagement”

Use Case #3: Closed-Lost re-engagement 

Extract intel from closed lost deals to run re-engagement plays. Whether it’s competitor mentions, pricing objections, or any other deal blockers, you can easily surface this to reps so they can tailor messaging for re-engagement outbound. 

Instead of generic "checking in" messages, craft outreach that references specific objections addressed, stakeholders engaged, and what's changed since the original conversation—all automatically extracted from your internal data.

Use Case #4: Hyper-Personalized Content Creation

Transform generic outreach into conversation-worthy messages by leveraging every touchpoint in your relationship history. Pocus AI analyzes past call recordings, email exchanges, and CRM notes to generate personalized content that feels like a natural continuation of your ongoing relationship.

Smart Email Generation

Generate outreach that references specific pain points mentioned in previous calls ("You mentioned during our Q3 call that manual reporting was eating up 10 hours per week...") and stakeholder preferences extracted from conversation patterns. No more generic templates—every email feels like a natural continuation of your existing relationship.

• Reference specific features discussed in demos
• Address objections raised in previous conversations
• Mention stakeholders who showed interest in particular use cases
• Acknowledge timeline constraints or budget cycles mentioned in calls

Meeting prep and talking points

Automatically generate meeting agendas and talking points based on:

• Unresolved questions from previous conversations
• Action items that were committed to but not yet addressed
• New developments since your last interaction (funding, leadership changes, market expansion)

The result? Every piece of content feels like it was crafted by someone who's been following the relationship closely.

Turn conversations into conversion

By transforming scattered conversation history into unified account intelligence, we're eliminating the context gaps that cost deals and wastes time.

Your sales team gets instant account mastery, seamless handoffs preserve relationship nuance, and AI-powered insights surface opportunities that would otherwise stay buried in transcripts, emails, and notes. 

Your conversations already contain the blueprint for revenue growth—now Pocus helps you unlock it through consolidation, intelligence, and prescriptive guidance.

Ready to get started?

Existing Pocus customers can talk to their CSM to request access. 

Not using Pocus yet? Request a demo to see how Pocus transforms scattered data into actionable intelligence for reps.