Every system you already pay for gets better, and more accurate.
Your CRM, your ATS, your ERP and your notetaker each know only what someone typed into them, and only until it changes. Vision reads the outside world and your other systems together, every day, and gives each one what it is missing: the correction, the context and the next step, with the source attached.
Nothing about your day changes. The tools you already use simply get more right.
Before the call: the buyer's move you hadn't heard about, and the CRM updated to match.
Call with Brightline: Maya Lin, VP Finance.
Brightline, $180k, Commit, closes Sep 30.
Sep 18, Maya: “We'll need to push this to next quarter.”
Maya Lin has left Brightline.
The deal your CRM calls on track is not: the buyer pushed it by email, and has since left the company.
Before your 10:00: Maya has left Brightline, after asking by email to push to next quarter. Who owns the budget now?
Stage to At risk, with the email and the LinkedIn change as sources.
Q3 commit is $180k lower than the CRM says. Brightline's buyer has left.
It checks your records against the world
A contact changes jobs. A customer is acquired. A vendor files for bankruptcy. Vision reads the press, filings, LinkedIn and X every day, so your records change when the world does, not when someone happens to notice.
It checks your systems against each other
The deal your CRM calls on track sits in an email thread that says otherwise. One model links every system you connect, so a fact in one is checked against everything the others know.
It shows its work, and keeps checking
Every change carries its source and the date it was fetched, and is checked again as new data arrives. A fact that flips is flagged and corrected, not left to go stale.
CRM
HubSpot, Salesforce, Dynamics 365
TodayContacts, deals and notes, as current as the last rep who updated them.
With VisionHubSpot and other CRMs are enriched with leads from the professional networks your team shares with Vision. Job changes and titles corrected. Duplicate accounts merged. Competitors named on the deals they threaten. The next step written as a task for the person who owns it.
ERP and finance
NetSuite, SAP, QuickBooks
TodayCustomers, vendors, orders and credit limits.
With VisionCustomer and vendor risk from the public record: a lawsuit, a layoff, a credit event, a missed filing. Flagged on the record it touches, before the next order ships or the next payment runs.
HR and hiring
Greenhouse, Ashby, Workday
TodayOpen roles and the people who applied.
With VisionHR teams are notified when market events create hiring opportunities. A competitor's layoffs, a reorganization, a team that left together, matched to the roles you have open and sent to the recruiter who owns each one.
Meeting notes
Granola, Fathom, Otter, Teams
TodayOne summary for everyone who was in the room.
With VisionMeeting notes, put in context for each attendee. Each attendee's part: their own action items, the number that moved for the CFO, what product needs to hear. Filed in the CRM against the right deal.
Calendar
Outlook, Google Calendar
TodayInvites, and who accepted.
With VisionCalendar, cross-referenced with meeting notes to better focus attendee lists. Who spoke, who owned the items and who was discussed but not invited, read from past meetings. The organizer approves each change, and every attendee is told why in one line.
Email and chat
Outlook, Gmail, Slack
TodayLong threads that only their members read.
With VisionSlack threads and emails are summarized, and team members who should know are notified when you approve. A short summary for the owner, with the thread one click away.
Code
GitHub
TodayWork tracked repo by repo, with nothing linking one team's change to another's.
With VisionGitHub activity reaches everyone it affects. When two developers are working on the same problem, both hear about it before they merge. Each change explained to the person it affects: the git references for the developer, the summary for the CTO. A change at a provider you build on reaches the people whose code it touches.
We are adding new connectors and integrating more systems continuously. Don't see a system you run? Tell us which ones; they decide what we connect next.
On the forward deployed track, your engineer connects the systems your team runs.
Tell us which systems you run- 01
Read-only first
Vision starts by reading. Nothing is written until you turn it on.
- 02
One system at a time
Turn on writes for the CRM and leave the ERP read-only, or the other way round.
- 03
Every write spelled out
The field, the old value, the new value, and the source that justified the change.
- 04
Someone always knows
A person or an agent you named is notified of every write.