The reality your sales team faces every day
Data Scattered Everywhere
CRM, ERP, spreadsheets, email threads - no single source of truth.
Hours Lost Prepping for Meetings
Account managers spending 45-90 mins manually pulling meeting prep.
Missing or Inconsistent Signals
Financials, product usage, pipeline signals are incomplete or outdated.
No Portfolio Health View
Leadership lacks a unified view of risk, renewals, and performance.
It's Not More Data You Need -
It's the Right Data at the Right Moment
Instead of forcing sales teams to hunt for information, Mandat brings everything together into a single web-based cockpit
The Mandat Sales Intelligence Hub
A single source of truth that automatically consolidates your CRM data, financials, contract timelines, product usage, pipeline, and customer signals - surfaced in a clean, web-friendly interface designed for quick scanning before any meeting.
What gets consolidated automatically
Financials - Revenue, Margin, Product Mix
01
Account Manager Portfolio Overview
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Total portfolio revenue, margin, YoY growth
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Top 10 accounts by revenue, risk or expansion
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Accounts with declining spend or low adoption
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Upcoming renewals and contract expirations
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Pipeline coverage vs. target
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Cross-sell & upsell based on buying patterns
02
Custom 360° Snapshot
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Financials: revenue, margin, unpaid invoices
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Engagement: last meeting, open tasks, sentiment
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Product adoption score & usage trends
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Support tickets, severity, satisfaction
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Churn risk & expansion likelihood
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Competitive context & pricing pressure
03
Meeting-Ready Insights
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Key wins & risks since last meeting
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Financial changes auto-highlighted
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Usage alerts & feature adoption drops
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Open opportunities & next steps
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Recommended talking points
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Renewal & contract reminders
04
AI-Driven Recommendations
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Early churn signals & check-in triggers
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Cross-sell based on similar customer profiles
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Pipeline coverage alerts by quarter
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Usage spikes -> upgrade readiness signals
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Proactive, not reactive selling
We Deliver What We Promise.
We Practice What We Preach.
Four reasons our clients choose us - and stay with us.
01
Very Affordable - We focus on One Core Use Case
We don't pretend to solve 50 problems at once. We solve one problem exceptionally well. By staying laser-focused, we avoid unnecessary features that inflat everyone else's price.
You pay for value - not for complexity
03
20+ Years of Real Sales Expertise - Not Theory
We've lived the pressure, the targets, the pipeline reviews, the escalations.
✔ We know which KPIs actually matter
✔ We know what sales teams need pre-meeting
✔ We know how to turn scattered data into insight
✔ We know what "good" looks like
02
No IT Projects. No Hidden Dependencies. No Lock-In.
✔ We come in.
✔ We connect your data.
✔ We build your KPIs & insights.
✔ We hand it over.
✔ You're fully independent
No ongoing dependency. No "managed service" trap. No monthly surprises.
04
One Project at a Time - You Get Our Full Commitment
We don't juggle 12 clients at once. We take on one project at a time, giving you :
✔ Full focus
✔ Faster delivery
✔ Higher quality
No Endless IT Project
Most dashboard vendors rely on your IT team to finish the job.
We don't. We come in, connect your data, build your insights, and hand it over. Your team gets a solution that works - not a project that never ends.
We connect your existing data sources
1
We build your KPIs, insights & recommendations
2
We hand it over - you're fully independent
3
No Managed service trap, no lock-in
4
Meet the team
Practitioners, not theorists. Each team member brings deep hands-on expertise from real sales organisations and enterprise data environments.




