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Use Cases

CustomerOS gives B2B revenue teams clarity on which accounts matter, when to act, and how to prove impact.
Below are common use cases where teams see immediate value.

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1. Identify: See the Right Opportunities

  • Website Visitor Identification → Reveal anonymous traffic and connect it to real companies.
  • ICP Fit Scoring → Filter out noise by automatically scoring accounts against your Ideal and Aspirational Customer Profiles.
  • Buying Stage Detection → Classify leads as Education, Solution, Evaluation, or Ready to Buy based on live behavior.

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2. Engage: Take the Right Action

  • Lead Routing & Alerts → Send high-intent accounts to the right rep in real time via Slack or CRM.
  • Sales Briefs → Arm reps with firmographic, technographic, and contact details for targeted outreach.
  • Content & Campaign Orchestration → Trigger personalized emails, ads, and follow-ups based on buying stage.
  • Surge & Cool-Down Tracking → Know when an account suddenly spikes in activity—or goes cold—so you can act fast.

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3. Measure: Prove What’s Working

  • Content Performance → See which articles, guides, or case studies actually influence pipeline progression.
  • Ad Campaign Performance → Track which campaigns generate ICP-fit opportunities (and which waste budget).
  • Pipeline Health → Monitor velocity, conversion, and drop-off points across your funnel.
  • Attribution & ROI → Connect marketing activities directly to revenue impact.

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Next Steps

  • Start with the Quickstart guide to connect your data.
  • Explore Insights to measure impact.
  • Learn about Notifications to keep your team aligned on pipeline shifts.