Category
GTM Data Orchestration
Key features
Business identity resolution
Unified data hub
Sales Hub with whitespace and churn insights
01 — Overview
What is
Relevate
Relevate AI unifies data about people, companies and accounts from CRM, ERP, sales and marketing systems, resolving duplicates into one persistent ID. It finds whitespace, cross-sell, churn and reactivation opportunities, builds audiences and prospect lists, and turns them into actions across direct mail, email, digital ads and sales outreach. Results are tied back to pipeline and revenue.
02 — Who it’s for
Ideal Customer Profile
Built for sales and marketing teams at manufacturers, rep firms, franchise and dealer networks, and the direct mail, print and agency partners that serve them.
03 — Capabilities
Key Features
Business identity resolution
Unified data hub
Sales Hub with whitespace and churn insights
Marketing Hub audience building
Prospect list builder
Multichannel campaign orchestration
AI analytics tied to revenue
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Relevate AI used for?
Relevate AI connects and cleans customer and prospect data, spots growth and churn opportunities, and coordinates outreach across mail, email, digital and sales.
Who is Relevate AI for?
Sales and marketing teams at manufacturers, rep firms, franchise and dealer programs, plus direct mail, print and agency partners.
What systems does Relevate AI connect to?
It works alongside existing systems, pulling from CRM, marketing, sales, transaction, ERP and data warehouse sources without replacing them.
What are Sales Hub and Marketing Hub?
Sales Hub analyzes sales, customer, product and territory data to give sellers prioritized next steps. Marketing Hub builds audiences from first party data, intent signals and predictive models.