USE CASE · SALES OPPORTUNITIES
Find the deals your team is not working yet
Fulcrum finds leads in two places: in the data you already have, and outside it. Our industrial index and lead generation engine bring in the companies and changes your CRM has never seen, and every lead lands as an actionable card.
TRY FULCRUM
Describe your ideal customer. Get the companies.
See Fulcrum work live on publicly available data. Tell it who you sell to and watch it search, check every candidate against your requirements and hand back a qualified list.
Output
Run a search to see companies checked against each requirement.
THE PROBLEM
Where the signal hides
Part of the signal is already in your systems. A customer who stopped ordering, a quote nobody followed up, an account buying less than its fleet should need. It is scattered across the CRM, the ERP and someone's inbox, and no rep can hold all of it across a few hundred accounts.
The rest is outside them. Your CRM only knows what someone typed in. It does not know that a customer opened a new site or changed owners, or that a company that looks just like your best accounts is not buying from you yet.
WHAT FULCRUM PICKS UP
- SILENT CUSTOMERRegular buyer with no order in a period where they usually place one.
- STALE DEALOpen quote or sales case with no activity since it was sent.
- NEW LEADFrom the industrial index: companies that match your best customers but are not in your CRM yet.
- COMPANY CHANGEFrom the industrial index: a new site, new ownership or growth at an account or prospect.
HOW IT WORKS
From data to done
- 01
Scan your own data
Accounts and open sales cases are re-scanned daily against equipment, order history and service activity.
- 02
Generate new leads
The lead generation engine searches our industrial index for companies and changes your CRM and ERP have never seen, and enriches the accounts you already have.
- 03
One list of cards
Both land as actionable cards in one ranked list, each with the value at stake and the evidence or source behind it.
- 04
Reps act or discard
Reps work the list from email or the Fulcrum app. What they ignore feeds back into how the agents rank next time.
Book a demo
A short walkthrough of how Fulcrum maps to your commercial operations. If it's a fit, we follow with a focused pilot on your real data.
- Your CRM, ERP, and service data brought together and modeled around your equipment
- Sales, Quote, Case, and Follow-up workspaces tuned to how your team sells
- Underbuying customers, wear parts due and service parts follow-ups surfaced on your real accounts
We'll only use your email to get back to you about Fulcrum. See our Privacy Policy.