Marketing - Softmax Data

Ship Growth Plays Grounded in Real GTM Data

CMOs and CROs need sharper targeting and faster follow-up, but fragmented tools leave teams rewriting the same notes and prospect research. Without trusted data, personalization feels generic and handoffs fall apart.

Softmax unifies sales, marketing, and product signals, then deploys AI agents that research accounts, draft outreach, and log actions automatically. In 6-10 weeks you get a production program that GTM teams actually adopt.

Go-to-Market Acceleration Kit

Discovery aligning pipeline, retention, and marketing efficiency targets to data gaps
Customer and content blueprint covering identity, governance, activation, and consent
AI pilot automating research, personalization, or reporting with monitoring built in
Playbooks so GTM teams iterate without waiting on engineering or ops

Where We Focus First

Plays that link clean customer data to revenue, retention, and product adoption.

Customer 360 & Identity

Resolve identities across web, product, and CRM to power targeted campaigns and lifecycle journeys.

Personalization & Recommendations

Use predictive and generative AI to tailor offers, content, and in-product experiences in real time.

Campaign & Ops Automation

Automate lead routing, nurture sequences, and reporting with workflows your marketing ops team owns.

AI Copilots for GTM

Draft content, summarize research, and prep sales briefs with AI assistants grounded in brand and policy.

Marketing & SaaS Wins

Challenge → Solution → Impact proof showing how GTM teams captured lift quickly.

Predictable Revenue

Copilots consolidate sales data and handle post-meeting follow-up automatically.

Challenge: Teams spent hours deduping leads, updating CRM fields, and writing recap emails.
Solution: Data consolidation with enrichment plus AI agents that summarize meetings, create tasks, and send branded recaps.
Impact: Manual follow-up vanished and revenue leaders now trust a single source of truth for pipeline health.

Allied Electronics

Market-research agents uncover projects before competitors hear about them.

Challenge: Sales teams could not keep up with municipal meeting minutes and public filings.
Solution: AI agents monitor county agendas, summarize new projects, and surface warm talking points daily.
Impact: Account managers outreach weeks earlier and walk into conversations armed with timely intelligence.

Performance Marketing Agency

Workflow automation manages ads, creative, and daily client reporting.

Challenge: Analysts manually tuned keywords, generated creative, and compiled KPI reports every morning.
Solution: AI agents optimize Google Ads, generate Facebook creative, and email KPI digests pulled from ad platforms.
Impact: Campaign management runs around the clock and clients receive daily updates without human toil.

Outcomes We Commit To Upfront

0 manual meeting recap emails after Predictable Revenue’s rollout

Daily market intelligence drops Allied reps receive before competitors act

100% of client KPI digests generated automatically for the integrated agency

Why CMOs & CROs Partner with Softmax

Revenue-Driven Roadmaps

We tie every initiative to acquisition, conversion, retention, or expansion metrics your ELT tracks.

Data Consolidation & Clarity

Identity resolution, lakehouse design, and quality monitoring ensure campaigns, models, and copilots operate from a single source of truth.

Ops-Ready Automations

Marketing ops and revenue teams get the controls and dashboards they need to run the playbook.

Enablement & Change Management

Workshops, runbooks, and experimentation plans ensure adoption across campaign, product, and sales teams.

Marketing & Product Delivery Framework

A repeatable approach that keeps marketing, sales, product, and analytics aligned.

1

Growth Opportunity Alignment

Align on KPIs, audiences, and data readiness with marketing, product, and revenue leaders.

2

Data & Activation Blueprint

Design the customer data model, governance plan, and activation workflows.

3

Build & Validate Experiences

Develop data pipelines, personalization engines, or AI copilots with automated QA and analytics.

4

Launch & Scale Enablement

Launch with focused audiences, measure uplift, and expand across channels with governance, dashboards, and training.

Media, Marketing & SaaS