We rely on deal-by-deal forecasting.  We don't weight deals in the forecast, they either are going to happen in the time frame or not.   The beauty of selling enterprise software is buyer intent is objectively observable - you just have to know what you are looking for and how to confirm what you find.

Pipeline Grader helps you on two fronts: (1) early detection in competitive deals whether or not you are a stalking horse with no real chance; and (2) avoiding qualifying yourself out by not selling the way the buyer wants to buy.  You do not need 3x pipeline to cover your forecast for enterprise software deals; you just need to know very early on which ones are real.  

How Does It Work?

• Business Case Method — Forces prospect to acknowledge your uniqueness in dollars. Without this you likely become a stalking horse and are not sure if you should drop a deal. As a result you carry more deals than actually required to meet your numbers.
• AI Engine (proprietary) - Enables you to cross check and verify if you are (a) being used as a stalking horse in a competitive deal; and, (b) selling the way upmarket accounts want to buy and as a result not disqualifying yourself.

Enterprise Results

• Targeting Improved 50% - Lower forecast coverage requirements from 3x to 1.5x.  This is how you lower customer acquisition cost substantially lowering your burn and materially increasing your value.

Where most up and coming enterprise software companies feel pain is the price of acquiring experience.  The learning curve for determining what works in the sales process and what does not is very steep for a very long time.  When you go upmarket, the complexity increases as the demographic changes.  Upmarket prospects typically know how to buy better than you know how to sell.

So imagine for a moment that you knew ten years ago what you know today — that is Compass for enterprise software sales.  Compass brings to your company the know-how from large operators such as SAP, Oracle, Salesforce and Siebel.  40 years of experience at your fingertips and that understands exactly what you should be doing.

Modeled after baseball’s Wins Above Replacement metric, WARD applies a data-driven formula to assess deal progress and forecast strength—helping sales teams determine which opportunities to advance and which to release; focusing your sales efforts on where they matter most.

By leveraging insights from Pipeline Grader, WARD keeps sellers focused on opportunities most likely to close, while providing managers the flexibility to guide and refine priorities. Fully integrated with Pipeline Grader and HubSpot, WARD eliminates duplicate data entry and ensures every decision is backed by real-time, reliable insights.

WARD drives efficiency, accuracy, and higher win rates across your pipeline.

Pricing Engine isolates your differentiated value within a competitive matrix, enabling a SaaS pricing strategy that maximizes revenue, retention, and flexibility. Built on proven enterprise best practices, this framework aligns price to user personas, volume, and contract term—optimizing every deal through a modular, named-user model with scalable add-ons.

What is Pricing Engine?

Pricing Engine is a structured methodology for isolating your company’s unique value proposition within a pricing framework that neutralizes competition. It is particularly suited for SaaS providers aiming to convert differentiated capability into scalable, predictable revenue. The approach combines modular pricing, persona-based licensing, and term-based discounts to balance competitiveness with profitability.

Expected Benefits

• Maximize the value of every deal

• Preserve future revenue growth while minimizing downsizing

• Enhance customer retention and lifetime value

• Increase ARR per deal by up to 20%

• Strengthen pricing governance and cross-functional alignment

Features and Add-ons

• Modular base and add-on pricing

• Volume and term discount optimization

• Governance framework and diagnostic review

• Workshop-based implementation

Our Process

1. Diagnostics Phase – We perform a structured review of your current pricing model, including your product offering, pricing flexibility, and revenue model effectiveness.

2. Workshop Implementation – A focused two-day engagement to design and validate a new pricing architecture, aligning teams around a governance model and competitive roadmap.

3. Execution Support – Optional implementation advisory for rollout, governance, and ongoing optimization.

Inspired by football’s Quarterback Rating System, SPRS delivers a comprehensive view of salesperson performance through data-driven efficiency metrics—such as qualification speed and adherence to Pipeline Grader’s business case selling methodology. SPRS goes beyond quota attainment to understand true sales effectiveness.

Quota achievement tells part of the story. SPRS reveals the rest—providing a balanced measure of efficiency, consistency, and impact. With its algorithmic rating system, sales leaders can more effectively coach their teams, accelerate ramp-up, and continuously improve performance across the organization.

Because Pipeline Grader is fully integrated to CRM systems, data captured in those systems flows directly to Pipeline Grader, eliminating duplicate entry and ensuring a single, accurate source of performance truth. 

Organizational Memories captures and preserves your team’s unique tribal knowledge — the instincts, language, strategies and insights of your top performers — and makes it instantly accessible across your organization through your own proprietary, company-specific AI model.

Organizational Memories works seamlessly with your existing content and systems — no silos, no duplicate entry, no knowledge lost in obscure folders. Every piece of content is tagged, searchable and part of a living, accessible memory bank.

Benefits

• Continuity: Safeguard critical insights from being lost with personnel.
• Scalability: Equip new hires, cross-teams and distributed staff with proven knowledge quickly.
• Efficiency: Reduce time spent hunting for information and avoid reinventing solutions.
• Competitive edge: Harness the “secret sauce” of your organization’s top performers.

How it Works

• Upload documents and content into Organizational Memories.
• Tag and categorize using searchable hashtags and FAQ formats.
• Leverage your company-specific AI model to surface relevant knowledge on demand.

Why it Matters

• Prevents the loss of institutional knowledge when key employees leave or move on.
• Ensures your organization retains the “how” behind best-practice execution, not just the “what”.
• Empowers teams with a searchable, centralized repository of expertise and insight.