Sagacito

AI sales workflows for media and CPG: proposals, pricing, pacing, and pipeline
Rating
Your vote:
No screenshots
Notify me upon availability

Start by connecting your CRM, importing inventory, and syncing active opportunities. In minutes, your pipeline, rate cards, and available spots or impressions are visible in one place. Use the dashboard to slice accounts by segment, probability to win, and expected profit. Sales reps can pick a target, open the opportunity, and see suggested next steps: who to call, what package to pitch, and what price range protects margin. For CPG teams, plug in retailer calendars and trade windows to time proposals to store resets or tentpole events. Lead discovery surfaces lookalike accounts and buying centers, so you can build a prioritized call list before lunch.

When you’re ready to craft a proposal, choose the objective (reach, GRPs, impressions, or conversions), budget, dates, and any brand or category constraints. The optimizer assembles a draft plan across available channels—linear, digital, audio, or OOH—balancing projected delivery with revenue per unit. Tweak weighting between delivery certainty and profit, and run side‑by‑side scenarios for different pricing or flighting strategies. Lock guardrails to prevent accidental underpricing. With one click, export a client‑ready schedule and rationale, or push the quote back to your CRM. Every adjustment is captured in an audit log, so managers can review how the deal evolved and coach the team on the winning path. more

Review summary

Features

  • Dashboard
  • CRM Integration
  • Lead Generation
  • Alerts
  • Machine Learning
  • Audit Trail
  • Proposal Optimizer
  • Inventory Forecasting
  • Pricing & Margin Guardrails
  • Scenario Planner
  • Pacing & Delivery Monitor
  • Reporting & Exports
  • Role-based Permissions

How It’s Used

  • Build media proposals that meet delivery goals while protecting margin
  • Prioritize outreach with AI-suggested accounts and buying centers
  • Auto-sync quotes, stages, and notes between the platform and your CRM
  • Run pricing and inventory scenarios before committing to a client plan
  • Monitor live pacing and trigger make-goods or reallocations proactively
  • Coordinate CPG media around retailer calendars and promo cycles
  • Optimize rate cards and bundles to improve yield and fill rate
  • Produce weekly pipeline and revenue reports without spreadsheet work

Plans & Pricing

Sagacito

Custom

Ad Sales Enablement and Intelligence
Yield Management
Predictive Intelligence
Revenue Management
Trade Spend Optimization
Media Competitive Spend Analytics
Media Automation
Artificial Intelligence
Machine Learning
Social Listening

Comments

User

Your vote:

Recent downloads