CRM, contracts, orders and invoices are read together.
Renewals, payments and deliveries show on one account.
Accounts that need attention are listed, with the reasons.
Calls and outcomes are logged to guide the next renewal.
Revenue Intelligence
Know which customers need attention, and why.
Revenue Intelligence connects customers, pipeline, pricing and commercial signals across your sales, finance and operations records, so your team sees each account as a whole.
What you get
01Each account seen wholeContracts, orders, invoices and deliveries show together for every customer.
02Clear prioritiesAccounts that need attention this week are listed with the reasons.
03Pricing tested firstPrice changes can be evaluated for their likely effect before they are made.
How we deliver
Four stages, each ending with something you can see and review before the next one starts.
01
Connect
Link CRM, contracts, orders, invoices and delivery records for the accounts in scope.
02
Understand
Build a current picture of each account and how it relates to products and operations.
03
Prioritise
Rank accounts that need attention, with the reasons and a suggested next step.
04
Follow up
Calls and offers are recorded with their outcome to guide future account decisions.
What we buildOur revenue Intelligence capabilities
One view of each customer
Brings CRM, contracts, orders, invoices and deliveries together for each account.
Discuss thisPipeline signals
Links open opportunities to customer history, capacity and current commercial activity.
Discuss thisAccounts that need attention
Lists the accounts at risk or ready to grow this week, with the evidence for each.
Discuss thisRenewals in context
Shows upcoming renewals beside late orders, open issues and overdue invoices.
Discuss thisPricing questions
Tests questions such as what happens if we reduce prices, before a change is made.
Discuss thisCommercial signals
Picks up changes in customer orders, enquiries and market activity that matter to sales.
Discuss thisA key account that needs a call this week
A supplier's largest retail customer has a contract due for renewal, an overdue invoice and an order that is running late. Each team sees only its own part.
ExampleAnimated illustration
A first phase could cover
We agree scope with you before work starts. For this kind of request, a first phase usually covers:
- Link the renewal date, overdue invoice and late order into one account view
- Suggest the account manager calls this week with a new delivery date
- Record the call and the renewal result as context for future accounts
A typical project, described to show the shape of the work. It is not a specific client.
Scope something similarFrom the Hoki portfolio
The technology we build with
We pick tools around your existing systems, your team and how the product will be run.
Connects to
CRMContractsERP and ordersFinance systemsEmailMarket data
Runs on
Your cloudOn-premiseEdgeOn-premise appliances
Works with models from
Frontier modelsOpen modelsSpecialised modelsModels hosted in your environment
Where this applies
The same engineering, shaped by the rules and realities of each sector.
Manufacturing
Linking renewals and new orders to production capacity and delivery records.
Retail and e-commerce
Seeing which trade accounts and categories need attention and why.
Financial services
Showing relationship managers which clients need a call this week.
Media and broadcast
Tracking advertiser renewals, campaign delivery and billing together.
Logistics and supply chain
Linking customer contracts to service issues and late shipments.
Energy and utilities
Linking large customer accounts to supply issues and contract terms.
Frequently asked questions
Does it replace our CRM?
No. It works with your CRM and adds what the CRM cannot see on its own, such as overdue invoices, late deliveries and contract terms held in other systems.
How does it decide which accounts matter?
It weighs signals such as renewals, payments, deliveries and order changes against your goals, then shows the reasons. Your team decides what to do.
Can it suggest prices?
It can test pricing questions, such as the likely effect of a reduction, using your own records. Price changes stay with the people authorised to make them.
Is customer data kept secure?
Access follows the rules of the systems it connects to, with permissions for every person and agent. It can run in your cloud, on-premise or at the edge.
Another question? Email hello@hoki.co
See your accounts in one view
The first phase can start with your key accounts and the systems that already hold their records.
Start a project
Tell us what you want to build.
Share a few details about your revenue Intelligence project. We will reply with questions and a suggested next step.
- What problem you want solved
- What you already have in place
- Any timing or budget you are working to
Start a project
Tell us what you want to build
A few details help us bring the right people to the first call.
Thank you.
Your enquiry is with our team. Here is what happens next.
1We read your enquiry and bring in the people best placed to help.
2We reply by email to arrange a call at a time that suits you.
3On the call, we agree a clear next step, with scope and cost.
More in POLARIS IQ
How it works
POLARIS IQ connects your systems, keeps a live picture of your busines
OpenDecision trace
Every POLARIS IQ decision leaves a trace you can read: the signals, th
OpenGraduated autonomy
POLARIS IQ does not need approval for everything, and it does not act
OpenControl and security
The POLARIS IQ control plane governs how intelligence, agents and mode
OpenFor IT teams
POLARIS IQ is designed to sit inside your architecture, security model
OpenUse cases
Market, Revenue, Finance, Operations, Knowledge, Media and Vision Inte
OpenMarket Intelligence
Market Intelligence follows markets, industries, competitors and compa
OpenFinance Intelligence
Finance Intelligence reads invoices, payments, spending and cash in th
OpenOperations Intelligence
Operations Intelligence follows your processes, resources, schedules a
OpenKnowledge Intelligence
Knowledge Intelligence connects your documents, records, manuals and t
OpenMedia Intelligence
Media Intelligence connects content, audiences, assets, engagement and
OpenVision Intelligence
Vision Intelligence uses images, video and camera feeds to see what is
OpenGetting started
Nobody deploys the whole architecture on day one
Open