*For CROs and sales leaders* # Turn customer context into the next best action. > Wide Moat brings CRM, calls, email and commercial documents into one workspace for sellers and sales agents. It connects existing sales tools rather than replacing the CRM. ## Customer context is scattered across CRM, calls, email, contracts and individual memory. Sellers spend time assembling information while managers discover missed actions only after the opportunity has slipped. - **Fragmented customer context** — No single answer combines history, commercial data, communications and current obligations. - **Inconsistent follow-through** — Tasks, SLA and next steps depend on manual coordination. - **Knowledge disappears** — Calls and successful sales practices rarely become reusable training and guidance. ## See the trigger, action, control and metric. ### Account preparation - **Trigger:** A meeting or account review is scheduled. - **Wide Moat:** Wide Moat assembles CRM history, communications, documents, pricing and open commitments. - **Human control:** The seller chooses the plan and message. - **Measure:** Preparation time and seller adoption. ### Next-step coordination - **Trigger:** A call ends or a deal changes stage. - **Wide Moat:** The agent drafts follow-up, creates tasks and watches SLA and approvals. - **Human control:** The seller approves customer communication; managers receive only material exceptions. - **Measure:** Follow-up time and missed-action rate. ### Revenue insight - **Trigger:** Conversion, pipeline or demand changes. - **Wide Moat:** Wide Moat links the movement to segments, activities and account context. - **Human control:** Revenue leaders validate the explanation and decide the intervention. - **Measure:** Time to diagnosis and conversion of the targeted cohort. ## Connect existing systems. CRM, call transcripts, email, messenger, contracts, pricing, knowledge bases and sales analytics. ## Add the shared layer. Wide Moat does not replace CRM. It connects CRM with calls, documents and communications so the same context can power the seller assistant, coordinator agent and management analysis. ## Keep accountability. - Customer messages can stay draft-only - CRM writes follow approval rules - Every user sees only permitted accounts ## Agree the KPI. - Seller preparation time - Time to follow-up - Missed next steps - Conversion by targeted cohort ## One function. Three steps. 1. Choose one sales motion or team. 2. Connect CRM plus one communication source. 3. Launch preparation and follow-up in supervised mode, then measure adoption and conversion. ## Clear answers before the demo. **Does it replace our CRM?** No. The CRM remains the system of record; Wide Moat makes its context usable across AI workflows. **Will it send messages automatically?** Only if policy allows it. The first rollout can keep every external message as a seller-approved draft. **Is this for marketing too?** This first page focuses on sales. A separate marketing solution should be added when its own concrete workflows are defined. ## See the sales workflow We will map the systems, human decision points, baseline and success metrics for the first workflow.