How it works

Most tools show you the data. Verdax tells you what to do about it.

Verdax reads the production data already sitting in your CRM and turns it into a daily action plan: who to coach, on exactly what, at every level of your team. Not another dashboard to interpret. The decision, ready to run.

Why it matters

Most teams aren’t short on data. They’re short on decisions.

Your CRM already holds everything: who’s closing, who’s stalling, where each rep loses the deal. What’s missing is the time to turn it into coaching. A good manager wants to sit with every rep every week, pull their numbers, and tell them the one thing to fix. Nobody has the hours to do that across a whole team, let alone a region. So the data sits there and the coaching doesn’t happen. Verdax does that work for you, every day.

Without Verdax

Numbers you have to interpret

  • The data lives in dashboards nobody has time to mine.
  • Coaching happens by gut feel, when there’s a spare minute.
  • Problems surface at the month-end review, after the fact.
  • Your best people and your weakest both go unnoticed too long.
With Verdax

A plan that tells you what to do

  • A ranked list: who to coach first, and the exact thing to fix.
  • Every manager opens it to a plan built for their team.
  • It refreshes on live data, so you act the same day.
  • Rising stars and quiet quitters both show up early.
Built for every level

One system. Every level of your org.

The same engine runs from the floor to the C-suite, producing the right action plan for each level, every day.

Agent The individual rep

Each rep gets the one thing to fix that will move their numbers most this week. Not a report to read. A single, clear focus.

Team The frontline manager

A ranked list of who to coach first, and the exact bottleneck to work on with each one. The manager starts at the top and works down.

Region The regional leader

See which teams are pulling ahead, which are slipping, and why. Spot the patterns across teams before they show up in the quarter.

Country The executive view

Performance and cost across every region in one place, with the same answer at the top that every rep gets at the bottom: where to act next.

What you get

Four ways it puts money back in the business.

~$1M

Our model shows that for every 100 agents on the platform, a company saves about $1 million a year. Here’s where that comes from.

Estimate based on our model, not a measured customer result.

A lower cost to win each customer

Verdax closes the skill gap between your best reps and the middle of the team. The rep doing 100 deals at a 25% close and the one doing 20 at 5% are separated by skill, and Verdax diagnoses exactly what to coach. More sales from the same spend means a lower cost per customer.

No wasted headcount

Underperformers stay too long because nobody can prove it in time. Top performers leave because nobody catches the warning signs early. Verdax surfaces both in days, not quarters.

More out of every manager

A live daily and weekly plan lets one frontline manager run a bigger team, and grow a region, without adding management headcount.

Decisions while they still matter

Most orgs review the numbers at month-end, when the quarter is already set. Verdax works off live data, so a course correction happens the same day, not six weeks later.

The output

Every morning, a plan you can run.

Verdax refreshes on live data daily, weekly, and monthly, and hands each manager a plain answer: who to train, who to develop, who to schedule where, and who to let go.

Sample action-plan view with illustrative data for demonstration only.

How we build it

Connect → Pipeline → Clean → Deliver the plan

Behind the action plan is a straightforward, proven process. Four stages take the data already sitting in your sales tools and turn it into a plan your managers run.

  1. STEP 1

    Connect

    We connect directly to the systems you already use, like Salesforce and SAP, using the built-in connectors in your Microsoft ecosystem. No rip-and-replace, no new tools for your team to learn.

  2. STEP 2

    Pipeline

    We build automated data pipelines so your numbers flow on their own. Once they’re live, the data refreshes itself. Nobody has to export a report or update a spreadsheet ever again.

  3. STEP 3

    Clean

    We structure and clean the data so it’s accurate and consistent every single time. Definitions are standardized, duplicates are resolved, and the numbers reconcile, so leaders trust what they see.

  4. STEP 4

    Deliver the plan

    We deliver it as clean dashboards in Power BI, but built around the action, not the chart. Each one ranks who to coach and the one thing to fix, scoped to that manager’s team and refreshed every working morning.

Built in. Owned by you.

Everything lives inside your Microsoft ecosystem, and it’s yours to keep.

We build on Azure, Azure Databricks, and Power BI, the tools your organization already runs. There’s no proprietary black box and no platform to rent.

  • A one-time implementation, plus a simple platform fee.
  • The system is delivered into your own environment.
  • You own the data and the build. No lock-in.

If your team is data-rich and decision-poor, let’s talk.

Tell us about your sales data. We’ll show you the plan it’s hiding.