Creating TIME for your Enterprise Sales Rep
An enterprise sales rep spends 72% of their time not selling...
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Sales Intelligence Platform
Rethinking how sales teams work in the digital era

Bank of America
Wealth Management Client Portal Transformation
MEDDIC Score
Overall: 3.9Opportunity Signals
Positive Signals
- Technical Assessment Progress
- the opportunity value of $580,000 is substantial, indicating that Bank of America sees significant value in transforming the wealth management client experience.
Negative Signals
- Lack of clarity on decision makers: Economic buyer not been identified, uncertainty regarding the role of the primary contact, Maria Rodriguez.
- Opportunity lacks clear metrics and qualified business impact.
- Understanding of the paper process is limited.
Metrics
Strong quantifiable ROI with validated cost savings identified. Implementation timeline and resource requirements need additional validation.
Economic Buyer
Strong technical champion but limited budget influence. Good access to key stakeholders needs to be leveraged better.
Decision Criteria
CTO Sarah Chen is engaged and supportive but needs stronger business case alignment. Budget authority confirmed but requires board approval above $500K.
Decision Process
Technical requirements well documented but security and compliance criteria need more detail. Integration specifications partially defined.
Identify Pain
Complex approval process with multiple stakeholders. Timeline at risk due to unconfirmed review schedules and unclear procurement process.
Champion
Critical pain points identified and quantified. Strong alignment between solution and business challenges. Impact on customer experience well documented.
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We are on a mission to help salespeople
close more deals
In Greek mythology, aithon was one of the four divine horses that pulled Helios's chariot across the sky each day, bringing light and consistency to the world. This powerful symbol of reliability and illumination drives our mission.
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