Tierly by Datics AI
Every account scored on how your best customers behaved, and the tier sent to the CRM.
Sales and marketing see which accounts look like the best customers. Tierly merges each account into one record first, lets a language model fill and check attributes, then scores from your own history.
Built into your codebase and shipped under your name, on an engine we license to you.
brindlepoint.example/accounts/quillmere
Quillmere Software · Tierly
DemoWhich new accounts look like our best customers?
Tiers waiting for revenue operations
- 14 Ideal accounts, scored from your own history
- 1 account held until its two records are merged
- Write back to the CRM only after approval
Records mergedAttributes checkedRevenue operations approves
Try it step by stepIllustrative demo on a fictional agency. Not client work.
Try it step by step
Tierly on a fictional agency.
Quillmere Software (fictional). Step through the conversation, then see what Tierly hands back, the way your Build Sprint would build it on synthetic data.
brindlepoint.example/accounts/quillmere
Quillmere Software · Tierly
DemoStep 1 of 5
Illustrative demo on a fictional agency. Not client work.
What it hands back
brindlepoint.example/accounts/quillmere
Account score · Brassmoor Media
Quillmere Software · weekly scoring run
- Score
- 86 · Ideal tier
- Done
- Master record
- CRM, billing and usage merged · CRM name wins
- Done
- Headcount
- Filled by the model · checked against 2 sources
- Done
- Tech stack
- Not found · left blank
- Check
- CRM write back
- Waiting for revenue operations
- Waiting
The language model fills and checks attributes. Scores rest on your own customer history, and people set the tiers.
Illustrative demo on a fictional agency. Not client work.
What it does
What Tierly can do.
One clean record per account from CRM, billing, usage and firmographic data, a language model only filling and checking attributes, and Ideal, Emerging, Acceptable and Avoid tiers scored from your own retention, expansion and deal history, written back to the CRM.
One record per account
Match, merge and survivorship rules decide which source wins when systems disagree.
Attributes filled and checked
A language model fills and validates firm size, focus, geography and tech stack.
Scores from your history
Ideal, Emerging, Acceptable and Avoid tiers, set from your own retention, expansion and deal velocity.
Tiers in the CRM
Scores, tiers and enriched attributes written back where sellers work, and into governed reports.
How it works
Pipelines bring CRM, billing, usage, call and firmographic data into master account, contact and activity layers. Matching and survivorship rules make one record per account, a language model fills and checks attributes, and a scoring model on your own history sets the tier written back to the CRM.
Built on account scoring we are building for a B2B SaaS company in its own Azure environment, with tiers being written back to Salesforce.
B2B SaaS company serving professional firms
B2B data · Account scoring
We are building account tiers in Salesforce, scored from the company's own history
The same account carried conflicting values in five systems. We merged them first, then AI filled the gaps and scores came from real history.
NOLK Enterprises Inc.
Market data · Store intelligence
Thousands of online stores indexed from spreadsheets, compared by traffic and social following
The store list sat in four spreadsheets nobody could search. Now every store is indexed, enriched from the web and compared in dashboards.
Assembly Software
Account data · Governed account model
One governed account model for Assembly Software, built inside its own data team
The same account carried conflicting values in five systems. We are building one governed model inside Assembly's data team and its Azure.
Why it sells
What Tierly does for your business.
What your agencys get, and what it does for your renewals and pricing.
Sellers focus
Time goes to accounts that look like the customers who stay and grow.
Clean data first
Every later report reads the same merged accounts and scores.
Your team owns it
Every layer documented, in your own cloud, for your data team to run.
Controls
What Tierly touches, and who approves.
Your agencys' data is not used to train models for anyone else and stays in your cloud. Built and tested on synthetic or test data.
Who uses it
Sales, marketing and revenue operations teams
What it connects to
Your CRM, billing, product usage, call and firmographic sources
What a person approves
Your go to market team sets the tiers and reviews merges before write back
Switch per agency
On or off for each agency, with data settings their admins control.
How to get it
Two steps to a finished Tierly.
Start with a three-week Build Sprint. Add more only if you want it.
First · Build Sprint · $10,000 fixed
Sellers see which accounts look like the best customers
- One record per account
- Attributes filled and checked
- Scores from your history
- In your staging, behind a feature flag
- Delivered as pull requests
- A test set your team reviews
- Week 1Setup
- Weeks 2 to 3Build
- You getTierly in your staging and a fixed production quote
- Your time
- About 2 to 3 hours a week from a product owner
- Data
- Synthetic or test data, never your agencys' customers
- The fee
- Counts toward production
Then · Live in production
A finished product, yours to run
- Fixed quote
- Tested before launch
- Switch per agency
- A finished, working Tierly in your product
- Runs in your cloud, under your name
- Fixed quote, agreed before we start
Optional · Add more later
Only if you want it
More of Tierly:
- Tiers in the CRM
Another module:
- Each one quoted on its own
- Nothing ongoing unless you ask
Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.
FAQ
Questions about Tierly.
Does the language model decide the score?
No. It fills and checks attributes. Scores rest on your own retention, expansion and deal history, and your team sets the tiers.
Does it run on our platform?
Yes. We build in your own cloud and data environment, so nothing runs on a platform you do not own.
See Tierly on your own product.
Bring your product and one workflow. In 30 minutes we look at where Tierly fits, what it would cost to serve and what your agencys' security review will ask.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.
