↑ 20% vs last update
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DynamicsORACLESAPpipedriveZOHOWorks with your CRM
DynamicsORACLESAPpipedriveZOHOWorks with your CRM
The problem
Your CRM records
what happened.
But the story is missing.
Emails, meetings, documents, website visits, and internal conversations are scattered across channels. It’s hard to see who’s involved, what they care about, and what to do next.
Typical CRM
Records activity, but in isolation.
- ✉EmailsSent
- ◉MeetingsCompleted
- ♧OpportunitiesAmount
- ▱NotesUnstructured
- ▥ReportsHistorical
→
With Orbit
Turns data into actionable context.
- ♧Buying groupWho’s involved
- ⌁Intent signalsWhat they care about
- ♙EngagementHow active
- △Risk detectionWhat to watch
- ▣Next best actionWhat to do
Explore Orbit
See the full story
behind ABC Bird’s
Nest Co., Ltd.
Explore a real account and see how Orbit connects the dots, analyzes signals, and recommends what to do next.
⌕ Search accounts, signals, or people...
♬TA
ABC Bird’s Nest Co., Ltd. Customer High potential
♧ Food & Beverage ⌖ Ho Chi Minh City ◎ www.abcbirdsnest.vn
42 days in current stage
Key roles identified
NMTLLNPH+2
CEO not engaged
High buying intentRecent activity
◉Pricing page viewed3 times · 2 days ago
⬇Technical docs downloaded2 files · 3 days ago
▲Competitor mentionedIn email · 7 days ago
Next best action
♙Engage the CEO
Request an executive meeting to align on business value.
8 key people identified
PersonRoleEngagementLast activity
NMNguyễn Văn MinhCEONo activity—
TLTrần Thị LanProcurement Manager● High2 days ago
LNLê Hoàng NamTechnical Lead● High1 day ago
PHPhạm Thu HàCFO● Medium5 days ago
DQĐỗ Quang HuyOperations Manager● Medium4 days ago
MANguyễn Mai AnhIT Manager● Low7 days ago
QBTrần Quốc BảoBusiness Unit Head● Low10 days ago
LKLê Thị KimMarketing Manager● Low8 days ago
TimeSignalPersonInsight
2 days ago▣Viewed pricing page (4x)TLTrần Thị LanHigh buying intent
3 days ago▤Downloaded technical specsLNLê Hoàng NamEvaluating solution
4 days ago✉Opened proposal (2 min)TLTrần Thị LanEngaged with content
5 days ago▣Visited integration pageMANguyễn Mai AnhExploring technical fit
6 days ago✉Replied to follow-up emailPHPhạm Thu HàPositive sentiment
7 days ago▲Viewed competitor page—Potential risk
8 days ago◉Attended webinarDQĐỗ Quang HuyInterested in use case
10 days ago▤Shared ROI documentPHPhạm Thu HàInternal discussion
AwarenessEvaluationConsiderationDecisionClosed
Current stage: Late ConsiderationIn this stage for 42 days
View full timeline →Initial contactInbound from website form
Discovery meetingFirst call with technical team
Proposal sentPricing + commercial proposal
Technical reviewReviewed technical documents downloaded
Pricing discussionPricing page + competitor viewed
Waiting for next meetingNo response from CEO yet
42 daysin current stage
(avg. 16 days)
(avg. 16 days)
Deal riskHigh
Decision maker not engaged
Recommended actions
♙Engage the CEOMedium
The CEO hasn’t engaged yet. Recommend requesting an executive meeting to align on business value and ROI.
- Requested by Orbit based on:
- High activity from CCO
- High engagement from technical and procurement
- Deal is late consideration for 42 days
●Follow up with ProcurementThey viewed the pricing page 4 times.Medium
▤Share customer case studySimilar customer in F&B industry.Medium
▲Check competitor riskCompetitor website viewed 7 days ago.Low
From insight to action
Turn signals into
sales momentum.
Orbit analyzes real customer activity, uncovers what it means, and recommends the next best step — so your team can focus on the right conversations.
Real activity
◉Pricing page viewed3 times · 5 days ago
⬇Technical docs downloaded2 files · 3 days ago
▲Competitor mentionedIn email · 7 days ago
Orbit analyzes
◉
- Identify buying signals
- Map to buying group
- Detect risks
- Recommend next action
Key insight
▲CEO has not engaged
High evaluation activity from technical and procurement, but decision maker is missing.
Recommended action
♙Engage the CEO
Request an executive meeting to align on business value.
How Orbit fits
Keep your CRM.
Add intelligence.
Orbit sits on top of your existing CRM and customer data stack, enriches it with external and internal signals, and helps your team take the right action — without changing how you work.
Your data
from every channel✉Email♧Meetings◎Website▤Documents⌁Marketing•••More
Orbit
Track
Understand
Recommend
Automate
Your existing CRM
- ☁ Salesforce
- ◉ HubSpot
- ◒ Microsoft Dynamics
- ⬡ Custom CRM
Your sales team
♧
More conversations
Faster decisions
Higher win rate
Built for enterprise
Secure. Flexible. Ready to scale.
Designed for complex industries
♧Manufacturing♙Pharma◇Education▣Technology⌁Distribution•••More