AI for MarTech

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

Demo

Which 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 step

Illustrative 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

Demo
  • Which new accounts look like our best customers?

Step 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

Tierly
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.

Data foundationRuns in client cloudIntegrations
Read case study

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.

Data foundationIntegrations
Read case study

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.

Forward deployedData foundationRuns in client cloud
Read case study

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.

See all controls and how we handle social and audience data

How to get it

Two steps to a finished Tierly.

Start with a three-week Build Sprint. Add more only if you want it.

  1. 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
    1. Week 1Setup
    2. Weeks 2 to 3Build
    3. 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
  2. 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
  3. 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.