Match every deal to the right proof.
Pick a live deal, confirm what PrismCI read about it, and ask the best-fit references' account owners in one step, with backups, reminders and a history, a capability neither Crayon nor Klue offers.
Globex — Fintech · 500+ seats · EU
Initech — Fintech · 600 seats · EU
Inside Customer References
Pick the deal, confirm the profile
Start from one of your open deals, one of your accounts with no open deal, or any deal by name. PrismCI reads the opportunity, its MEDDPICC notes and the five most recent linked calls to draft a deal profile (the competitor in play, needs, current tech, buyer roles, quotes), each line with its source and confidence. You fix anything, and the confirmed profile is reused until the deal changes.
Ranked by fit, with the reasons
Best fits and backups are ranked by a 0 to 100 fit score from weights your admin sets (competitor, industry, needs, size, products, region). Each card says why it fits and what the customer can answer, with the evidence. A match below your minimum becomes a backup, never a headline.
Protects the customer relationship
Customers are skipped, with the rule and the date they're back, when their health is poor, a case is escalated, they've been used recently or just did a call, their approval expired, or their owner asked for a pause. An upcoming renewal is offered with a warning, and approvers can override with a recorded reason.
Ask the account owner, in one step
One ask for every pick, with an AI-drafted, editable message per owner, sent by Slack and/or email to the reference customer's account owner with the CSM copied. The contact's name and email appear only after a yes.
A yes in one tap
Owners answer Yes, Yes with an intro, Not now or No from Slack or a signed-in page, with a reason, an ask-again date, the contact to use, and a note for the rep. After a no, the next backup is one tap away.
Follow-through built in
Reminders and escalation for unanswered asks, the deal's result recorded on the request when it closes, call prep sheets, a "how did it go?" check, and a history for every reference: requests, deals helped, owner yes-rate, call feedback, approval and expiry.
A program you can run
Name a program manager and set routing, escalation times, skip rules, weights and ten optional automations (references ready before a rep asks, nominations, re-confirming approvals, a weekly digest, a CSM thank-you). Every save is audited.
Coverage grid
A stat band shows approved and pending references, competitors displaced, capped uses and approvals expiring in 30 days. The coverage grid lays competitors against industries and flags the uncovered cells, and a Nominate a customer dialog lets anyone suggest the next reference.
How the AI carries the load
Finding the right reference is a retrieval problem — exactly what PrismCI's AI is built for.
Reads the deal
Drafts a deal profile from the opportunity, its notes and recent calls, with sources, for the rep to confirm.
Matches
Ranks references against the confirmed profile, with the reasons and evidence for each.
Drafts the ask
Writes an editable message to each account owner, then reminds, escalates and offers the next backup.
Learns the bench
Tracks yes-rates, feedback and deal results so the program improves.
Keeps it safe
Skips customers who shouldn't be asked, and shows the rule.
Reports coverage
Highlights gaps so you build the bench you need.
why it's different
Clean whitespace again. Reference matching turns competitive intelligence into competitive proof — inside the same platform.
Explore the rest of PrismCI
Intelligence Feed
Page changes, news, pricing, social, jobs, reviews, filings, and buyer intent — all in a single relevance-ranked stream, de-noised so the moves that matter rise to the top. And instead of waiting for you to check it, the feed pushes intel where it needs to go.
learn more →Account Intelligence
Every account gets its own competitive view — who's in play, how they're moving, which battlecard and talk track to reach for, and a competitive-risk score you can act on. The intel finally reaches the people who own the relationship.
learn more →Competitive Graph
Your competitors, their moves, and the deals in play — laid out as an interactive graph you can actually read. Follow the line from a competitor to what they just did, zoom from the whole market to a single account, and spot the pattern before it costs you a deal.
learn more →Put PrismCI to work on your competitive landscape.
Book a walkthrough and we'll show you the AI automation, the flexibility, and the self-hosted deployment — on a competitor set that matters to you.
PrismCI — Where Competitive Intelligence Connects.