This is the difference between output that's generic and output that's about your business specifically. An afternoon of setup, done by you, changeable whenever the business changes.
Your people, their teams, and what they do. This is what lets the platform tell your employee apart from your customer on a conversation - which everything else depends on.
So a conversation lands against the right account with the right owner rather than floating free.
Which situations rise to an alert. Start from what's already built for your industry, adjust it, copy one to make a variant, or write your own.
Groups of people, and which alerts reach which group. The location manager gets their location; corporate gets everything.
The list you want matched. Anything competitor-shaped that isn't on it surfaces as untracked, so you find out what you've been missing.
Lines, teams, or systems that should never be processed at all. How that works →
There's a version of this category where getting started means a discovery phase, a data-mapping exercise, and a consultant. That's not this.
You do it yourself, in an afternoon, and you change it yourself the day you reorganize a team or hire a manager - rather than filing a request and waiting.
Anything here can also be fed from whatever system already has it, rather than maintained by hand. Syncing it →