We make your CRM
data talk business.
Metisora’s Sales Process Intelligence provides clarity, transparency, and security
Our service
Metisora enables B2B companies to gain clarity, transparency, and security regarding future customer revenues based on analyzed CRM data, allowing them to shape business development proactively rather than reactively.
We analyze – powered by secure AI.
We securely process your existing Salesforce CRM data using our on-premise solution. We mine your Opportunity Sales Process Data, the foundation for all following analysis — unlocking insights without compromising control.
We work with locally installed large language models, solutions such as AnythingLLM and local vector databases to protect your data in terms of its relevance to your business.
We visualize – with clarity and intelligence.
We surface your actual Sales Process, clearily visualized with relevant data on conversion metrics, Deal Sizes and Loss Reasons. But we do not just use technology, we enrich and validate all insights with our own, individual expertise.
The result: a clear picture of your Sales Process highlighting our findings to become more successful.
Clear North Star & Opportunities
We provide you the key CRM sales metrics that matter — while uncovering both technical and organizational opportunities for optimization.
The result: a sharper direction, smarter decisions, and measurable impact.
Personal Consulting
We don’t just deliver data-driven insights — we stay by your side with our deep CRM expertise.
Through personal consultation, we support your teams in internal analysis, goal setting, and action planning.
And even after the first deep-dive and presentation, we remain a continuous partner in driving progress.
Our service timeline
First Chemistry Call (free)
- Get to know us and our Service
- We provide you with technical Pre-requisites & list of required Salesforce CRM data
- We check Legal work (NDA and Quoting)
-------------------------------------
Offer & Order conformation
Start of our journey
- We do a 30 min Kick-off call
- We securely exchange the relevant datasets
- You provide your business critical details
(Loss reason field, relevant time frame, filters, info about sales organization)
KI enhanced analyses
- Data mining on top of your Opportunity Data to mapout your sales process - metisora runs the reports for the relevant Sales Metrics
- Our On-Premise AI does a qualitative pre-analysis of your data
Report & Consulting
- You receive a short video with personal comments on your individual analysis
- You book a 1,5h meeting with our consultants
- We learn from your insights and will define milestones together to improve your Sales Process
We stay by your side ...
Metisora – driven by passion & values
Our founding team is driven by a shared mission: to help organizations achieve greater efficiency and transparency.
We believe in the power of innovation, intelligence, and excellence — and we’re here to bring these values into your organization.
