Account Execution Intelligence

Execute
complex deals with strategic
clarity.

Enterprise sales teams don't have a data problem. They have an execution problem. MARCO turns fragmented account activity into evidence-backed strategy and operational clarity.

EST. 2025 Design partners onboarding SOC 2 in progress
MARCO Account Plan Overview — full strategic account plan with stakeholder map, execution status, and intelligence recommendations
Account Plan · Strategic overview
The problem

Enterprise sales teams don't have a visibility problem. They have an execution problem.

Modern enterprise revenue teams operate across Salesforce, Gong, Slack, Zoom, email, spreadsheets, stakeholder notes, and internal account plans. Critical deal intelligence becomes fragmented across systems.

// Fragmented surfaces · One coherent account

As enterprise opportunities become increasingly multi-threaded and politically complex, Account Executives are forced to manually synthesize stakeholder dynamics, competitive risk, account strategy, post-call execution, procurement signals, and next-step coordination.

01

CRM fatigue

Reps spend hours maintaining the system of record. The system rarely returns the favor with strategic clarity.

02

Transcript overload

Every call is recorded, summarized, and filed. Almost none of it shapes the next move on the account.

03

Inconsistent follow-through

Commitments made on a Tuesday call disappear by Friday. Execution discipline becomes a function of individual memory.

04

Stalled opportunities

Multi-threaded deals lose momentum quietly. By the time the risk surfaces in a forecast call, the slip is already weeks old.

05

Reactive selling

The best AEs spend their day deciding what to think about — not thinking. The decision tax is the bottleneck.

06

Operational chaos

Every account demands its own context. Reps rebuild the picture before every meeting because no system holds it for them.

// MARCO exists to solve this problem.

What MARCO does

Strategic intelligence for every enterprise account.

MARCO continuously reasons across CRM activity, call transcripts, stakeholder interactions, emails, and account history — and converts it into coordinated execution guidance for enterprise sellers.

MARCO Account Intelligence — strategic operating layer across all active accounts, sorted by execution risk
Account Intelligence · Portfolio
01 · Prepare

Prepare for critical calls.

Intelligent call briefs, stakeholder context, recommended talking points — surfaced before the meeting.

02 · Coordinate

Coordinate stakeholders.

Track champion strength, identify missing relationships, surface late-stage approval risk before it stalls deals.

03 · Sustain

Maintain account strategy.

Living account plans that update from real signals — not quarterly documents you maintain by hand.

04 · Execute

Operationalize post-call execution.

Capture commitments, queue CRM updates, surface risks. Every workflow human-reviewed before push.

05 · Detect

Identify deal risk earlier.

Pattern detection across historical deals surfaces execution risk before it shows up in the forecast.

06 · Act

Execute next-best actions with confidence.

Ranked, source-cited recommendations. Each one traceable to the signals that triggered it.

MARCO

A strategic operating layer above the CRM.

Not another dashboard. Not another assistant. A system for enterprise account execution.

Morning execution

Start every day with strategic clarity.

MARCO surfaces the highest-priority execution signals across your pipeline before your first call. Reps walk into every meeting aligned on what matters most.

MARCO Upcoming Calls — detailed call brief with talking points, stakeholders, strategic angle
Call brief · Lumen Health
01

Intelligent call briefs.

Meeting objectives, stakeholder context, strategic angle — generated and updated as new signals land.

02

Stakeholder context.

Who's in the room, what they care about, what they last pushed back on. Surfaced live during the call.

03

Risk indicators.

CFO unfamiliarity. Competitive benchmarking. Procurement signals. The risks worth anticipating, ranked.

Evidence-backed reasoning

Recommendations grounded in real account context.

Nucleus continuously reasons across CRM history, stakeholder behavior, meeting transcripts, opportunity progression, engagement signals, and historical deal patterns. Every recommendation includes strategic reasoning and supporting evidence.

MARCO Nucleus AI — strategic reasoning engine with continuous account intelligence, evidence-backed recommendations, and cross-account pattern detection
Nucleus AI · Strategic Intelligence

Human judgment, not black-box automation.

Enterprise revenue teams remain fully in control of CRM writebacks, execution decisions, stakeholder engagement, and account strategy. MARCO is designed to support judgment — not replace it.

Every signal cited. Every recommendation explained.

Outputs are traceable to the source signals — a sentence in a transcript, a CRM field, a stakeholder action. Operators see what the model saw, in the order it saw it.

// Explore the full reasoning engine on the Nucleus page →

Post-call execution

Turn conversations into coordinated execution.

The most important moments in enterprise selling happen after the call. MARCO operationalizes post-call execution — generating structured follow-through, stakeholder sentiment analysis, account updates, CRM recommendations, and strategic next steps.

MARCO Post-Call Insights — call summary, pain points, buying signals, risks, stakeholder sentiment, recommended next steps, and suggested CRM update awaiting approval
Post-Call Insights · Awaiting review

Every workflow remains human-reviewed before changes are pushed.

No autonomous CRM writes. No silent emails. The AE approves every action. MARCO drafts the work — the operator decides what ships.

Enterprise trust

Built for modern enterprise revenue organizations.

Enterprise trust is foundational to the platform. MARCO is designed to support secure, explainable, and operationally governed revenue workflows.

Secure integrations

OAuth and service-account models per system. IP allow-listing, mTLS where supported, and observable scopes per connection.

OAuth 2.1 · mTLS · IP allow-list

Audit-ready architecture

Every read, recommendation, and CRM write is logged with actor, source, and intent. Exportable to your SIEM.

Immutable · Exportable

Role-based permissions

Granular permissions per team, territory, and account tier. Inherits your existing org structure via SCIM.

RBAC · SCIM · SAML SSO

Explainable AI reasoning

Every recommendation includes supporting evidence and strategic reasoning. No black-box outputs.

Source-cited · Auditable

Governance controls

Data residency configurable by region. Per-integration scope limits. Built to pass a security review on the first pass.

US · EU · Configurable

Human-approved execution

No CRM updates, emails, or workflow actions are executed without user approval. The operator stays in control.

Reversible · Observable

// See the full security posture →

Platform demo · 2026

Execute complex deals with operational clarity.

MARCO helps enterprise revenue teams coordinate stakeholders, operationalize account strategy, and execute critical opportunities with confidence.

or Talk to the founders →