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For Growth-stage CROs

Ranked Revenue Actions. Not Another Dashboard.

Herd turns your existing revenue data into a daily ranked list of the highest-leverage actions for every rep — delivered where they actually work.

By Matt Francis Revenue operations

You Don’t Need Another Dashboard. You Need a Ranked List.

Every growth-stage CRO already has more data than they can process. Salesforce dashboards, revenue intelligence tools, forecasting platforms, engagement scores, intent signals, and a Slack channel that fires an alert every four minutes.

None of it answers the actual question: what are the seven things my team should do today to close the quarter? Herd does.

Ranked revenue actions. Delivered to the rep. Tied to the deal. Measured against outcomes.

The Real Problem With Revenue Intelligence Today

The revenue intelligence category solved the wrong problem. It gave leaders more visibility. It did not give reps more focus.

  • Dashboards are for observers, not operators. A rep with a quota does not need a heatmap. They need to know which three calls to make before lunch.
  • Engagement scores are lagging. By the time an account “scores hot,” the buying committee has moved on, changed shape, or gone to a competitor.
  • Forecasting tools rank deals. Reps close activities. The gap between “this deal is 70% likely” and “here is what to do about it” is where quarters are lost.

What Herd Does Instead

Herd runs on the same data your revenue stack already has — CRM, email, calendar, calls, product usage, support — and produces one output: a ranked list of the highest-leverage actions for every rep, every day.

Actions, not insights

“Call the CFO at Acme before Friday, mention their Q3 filing, and reference the security concern they raised in the demo.” Not “this account is trending down.”

Ranked by expected value

Every action carries a probability, an expected value, and a confidence. Your reps know exactly which actions move the number and which ones don’t.

Closed-loop learning

Every action taken (or not) trains the model on your specific market, your specific playbook, and your specific team. It gets better every week.

One list per rep, every morning

Delivered where the rep actually works — email, Slack, mobile. No new dashboard to check. No new tool to learn.

What Changes for a Growth-Stage CRO

The teams running on Herd see three things move in the first quarter.

  • Rep activity concentrates on the accounts that matter. Wasted outreach drops 40–60%. Meeting rates on target accounts double.
  • Forecast accuracy stops being an art project. When actions are tracked against outcomes, the pipeline becomes legible — not because you have better dashboards, but because the actions are causally tied to the number.
  • New reps ramp faster. A ranked list is the fastest form of onboarding. Instead of learning your playbook from a wiki, they execute it on day one.

Most growth-stage teams see a 15–25% lift in win rate within 90 days.

Who This Is For

This is for CROs at Series B to pre-IPO SaaS companies with $10M–$150M in ARR, a sales team between 15 and 150 quota-carriers, and a revenue stack that has stopped producing marginal returns.

  • You have Salesforce (or HubSpot), a revenue intelligence tool, and at least one forecasting tool. They cost you $500K+ a year combined.
  • Your reps still ask you what to do next.
  • Your board asks you why revenue intelligence spend isn’t showing up in the number.

See a Ranked List for Your Team

Bring one week of your CRM data. In 60 minutes, we’ll show you the ranked action list Herd would produce for your top three reps — and the deals it would tell them to work first.

Book a ranked-list demo

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