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Check for an existing deal before a new one gets created, then classify, enrich, and structure the record properly from day one. Clean data at the moment a deal is originated, not after the fact.
Rank the 10 to 15 people most worth meeting with this week, based on deal urgency, relationship health, and where you’re falling behind. Walk into your week with a plan instead of a guess.
Building a business development target list usually means manually combining market signals, relationship history, and company financials before anyone can decide where to focus outreach. Celeste sources, deep-dives, and ranks target companies in one pass, so your team pursues the mandates it’s most likely to win.
Personalizing sponsor outreach means digging back through deal history and old conversations before writing a single line, and most teams don’t have time to do it well every time. Celeste pulls relevant history and drafts a grounded, ready-to-send email in minutes.
Builds a peer cohort from CRM and matter history, then analyzes their historical expansion paths to rank the most common next steps for a given client relationship.
Compares account and opportunity records against recent activity to spot mismatches like stale stage assignments or ownership gaps, with an explanation for every flag.
Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.
Builds a matched peer cohort and compares a client’s 36-month service footprint against it to flag commonly used services the client doesn’t use.
Scores every client in your portfolio for cross-sell potential, combining service whitespace, intent signals in notes and correspondence, and recent momentum. Ranked and ready, not a list you have to build by hand.
Compares a client’s recent interaction frequency and spacing against their own historical baseline to flag meaningful shifts in engagement.
Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.
Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.
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