Automate presentation creation and strategic planning so your team can focus on what actually drives results: customer conversations.
Account Executives spend time building pitch decks. Account Managers manually gather expansion data. Customer Success teams prep QBRs late into the evening. The challenge isn't effort. It's that today's tools force your team to choose between preparation and customer interaction. Steerco gives you both.
GTM teams face interconnected challenges that span the entire customer journey. These problems compound to limit revenue capacity, create inconsistent customer experiences, and force organizations to scale headcount just to maintain performance.
GTM teams spend the majority of their time on administrative work instead of customer conversations. AEs build pitch decks. AMs pull data manually. CSMs prep presentations instead of driving retention. Your revenue engine operates at 60% capacity.
Pre-sales pitch decks require hours of research. Expansion proposals need manual data gathering. QBRs demand late nights and weekends. This recurring tax compounds across your entire GTM organization — every customer, every quarter, every year.
Critical information disappears as customers move through your GTM workflow. Sales-to-CS handoffs lose deal context. CSM transitions erase relationship history. Every handoff is a leak.
Customer experience varies wildly depending on which rep manages the account. Quality depends on individual skill, not systematic process. Your best behaviors can't scale without a system.
Internal signals scattered across six tools. External signals buried in press releases and filings. The right information exists — but finding, synthesizing, and acting on it takes more hours than your team has.
One unified platform for Account Executives, Account Managers, and Customer Success teams. From first prospect touch to renewal, context flows seamlessly between every role.
Every GTM team member works from the same complete customer picture. Internal triggers from CRM, support tickets, product usage, emails, and team chats combine with external signals from press releases, financial reports, and industry news. Context persists through every handoff. What sales learns during discovery stays visible through onboarding, expansion, and renewal. No information gets lost. No one starts from scratch.
See Complete Customer Context →Eliminate the presentation tax across your entire GTM organization. Pre-sales pitch decks auto-populate with deep external research and competitive intelligence. Expansion proposals pull live usage data and account health metrics. QBRs and EBRs generate automatically with engagement trends and strategic recommendations. What used to take 4–6 hours now takes 5 minutes.
Explore Presentation Automation →Customer goals, commitments, and relationship history flow seamlessly between roles. Sales-to-CS handoffs preserve deal context and strategic priorities. CSM transitions maintain complete relationship history. The living success plan captures objectives discussed during the sale and tracks progress through renewal. Every team member picks up exactly where the last one left off.
See How Customer Context Flows →Meet your customers where they actually are, not where your CRM says they are. Steerco infuses deep external research directly into your presentations: press releases, 10-Ks, investor letters, product announcements, industry news, and buyer changes. Know about layoffs before your prospect mentions them. Spot expansion signals from funding rounds and facility openings. Understand strategic shifts before your competition does.
Explore Deep Research Capabilities →Every GTM role faces unique challenges in the customer journey. Whether you're closing new business, expanding existing accounts, or driving retention, Steerco adapts to your specific workflow while maintaining seamless context across your entire organization.
Walk into every prospect meeting prepared and informed. Steerco auto-generates pitch decks infused with deep external research, so you know about layoffs, funding rounds, and strategic initiatives before your prospect mentions them. Strategic account plans that used to take days now take seconds.
See Solutions for Account Executives →Identify upsell and cross-sell opportunities before your customers ask. Steerco maps prior buyer behavior to your portfolio, surfaces expansion signals from product usage and external market data, and builds renewal presentations automatically. Know which customers are ready for a new product line.
See Solutions for Account Managers →Stop spending days preparing QBRs and start spending that time on strategic customer engagement. Steerco automates success planning based on conversations and data, tracks objectives with clear milestones, and builds executive-ready business reviews in minutes.
See Solutions for Customer Success →Purpose-built capabilities for revenue-generating teams. Every feature works across the full customer lifecycle, serving AEs, AMs, and CSMs from a single unified platform.
Auto-generate executive-ready presentations for every customer interaction. Pitch decks, QBRs, EBRs, expansion proposals, and renewal presentations built in minutes. Every deck pulls live data, embeds deep research, and follows your brand guidelines.
Explore Presentation Generation →Build comprehensive account plans in seconds, not days. Identify ROIs, milestones, challenges, and risks within each plan. Plans embed directly into presentations, turning strategy into action. Hours of planning meetings replaced with instant output.
Explore Account Planning →Track customer objectives with clear milestones and outcomes. Success plans update continuously based on conversations and connected data. Goals discussed during sales stay visible through renewal. Progress tracked automatically. Risks flagged early.
Discover Success Planning →Steerco's AI agent builds specific narratives for each presentation stakeholder. It sources emails, call notes, and evidence directly into your decks. Open-ended discovery questions baked into speaker notes ensure meetings drive productive dialogue, not just status updates.
Meet the Presentation Cowboy →Automatically surface relevant external intelligence: press releases, 10-Ks, investor letters, product announcements, industry news, funding rounds, and leadership changes. Research is personalized to your business and embedded directly into presentations. No manual searching. No copy-paste.
See Deep Research in Action →Connect your entire tech stack in minutes. CRM (Salesforce, HubSpot), conversation intelligence (Gong), product analytics (Amplitude, Mixpanel), billing systems (Stripe, Chargebee), and 150+ other sources. Internal triggers combine with external signals for complete customer context.
View All Integrations →One platform. Seven stages. Context flows forward at every transition — so no team member ever starts from scratch.
Deep external research surfaces company news, financials, and industry trends automatically. Strategic account plans built in seconds, not days. AEs spend time selling, not searching.
Meet prospects where they actually are. Presentations tailored to each specific stakeholder with open-ended discovery questions embedded directly in speaker notes. Know about their strategic initiatives before they mention them.
Proposals generated with complete deal context. Customer goals and commitments captured in a living success plan. Everything discussed during the sales cycle preserved for post-sales handoff. Nothing lost when the deal closes.
CSMs inherit complete deal context from day one. Customer goals visible immediately. Success plan already started with objectives defined. Seamless sales-to-CS handoff. No asking customers to repeat themselves.
QBRs and EBRs auto-generated with engagement metrics and strategic recommendations. Success plans update continuously as goals evolve. Risks flagged 6 months before renewal. CSMs focus on relationships, not slide building.
Expansion signals surfaced from product usage, support interactions, and external market data. Know which customers are ready for additional products before they ask. Expansion proposals generated with relevant context. AMs act on signals, not guesswork.
Renewal presentations built automatically with complete relationship history. Value delivered documented clearly. Risks identified months in advance, not days before expiration. Renewals become predictable outcomes, not last-minute scrambles.
GTM teams using Steerco reclaim strategic time, increase customer-facing activities, and scale revenue capacity without scaling headcount.
Steerco completely changed how Branch49 interacts with our clients. We moved our dedicated presentation person off the sidelines and onto the sales floor. The result? Our clients achieved a 300% increase in pipeline.
The presentation tax was killing our velocity. Every QBR meant pulling someone off revenue-generating work for an entire day. Steerco gave us that day back, every single week.
Context used to disappear every time a customer moved from sales to CS. Now our CSMs inherit complete deal history from day one. No more asking customers to repeat themselves.
I used to spend hours researching prospects before every meeting. Now Steerco surfaces funding rounds, leadership changes, and strategic initiatives automatically. I walk into every call informed and prepared.
What used to take four hours of manual slide building on Sunday nights now happens in minutes. I stopped asking if the data was right and started asking how we win the expansion.
Common questions from Account Executives, Account Managers, and Customer Success teams about transforming their workflow with Steerco.
Steerco is a unified platform that serves Account Executives, Account Managers, and Customer Success teams from a single system. Every role works from the same customer context. AEs use it for prospect research and pitch decks. AMs use it for expansion signals and renewal presentations. CSMs use it for success planning and QBRs. Context flows seamlessly between roles, so nothing gets lost at handoffs. One platform, one customer view, across the entire customer journey.
This is one of the biggest problems Steerco solves. When a deal closes, CSMs inherit complete deal context from day one. Customer goals discussed during sales, commitments made, success criteria defined — all visible immediately. The living success plan started during sales continues through onboarding, ongoing engagement, and renewal. No discovery restart. No asking customers to repeat themselves. What sales learns stays visible throughout the entire customer relationship.
GTM teams typically reclaim 15 hours per week per rep by automating presentation creation, customer research, and strategic planning. Pitch deck prep that took 4–6 hours now takes 5 minutes. QBR preparation reduced from days to minutes. Account research that required hours of manual searching happens automatically. Multiply that across your entire GTM organization and you're looking at hundreds of hours per quarter redirected toward customer conversations.
Steerco surfaces deep external intelligence automatically: press releases, 10-Ks, 10-Qs, investor letters, product announcements, industry news, funding rounds, leadership changes, and buyer announcements. This research is personalized to your business. The intelligence isn't just visible in a dashboard — it's embedded directly into your presentations in the correct narrative, ready to use.
Steerco connects to 150+ data sources through secure OAuth connections. Connect your CRM (Salesforce, HubSpot), conversation intelligence (Gong), product analytics (Amplitude, Mixpanel), billing systems (Stripe, Chargebee), and more. No complex setup. No data migration. Internal triggers from connected tools combine with external signals for complete customer context. Most teams are connected within minutes, not weeks.
No. Unlike generic AI tools like ChatGPT that require your team to craft the right prompts, Steerco works without prompts. Customer context is automatic. Presentations generate with one click. The same question always yields consistent, high-quality results. Your team focuses on customers, not figuring out how to ask an AI the right question.
Most teams see immediate time savings within the first week. Presentation prep time drops from hours to minutes right away. The broader revenue impact typically materializes within 30–60 days as reclaimed time converts to additional customer conversations, which then convert to pipeline and closed revenue. Teams report spending 80% of their time on customer-facing activities versus the 28% industry average.
Account Executives, Account Managers, and Customer Success teams are reclaiming 15 hours per week and redirecting that time toward customer conversations that drive revenue. One unified platform. Seamless context from prospect to renewal. Presentations built in minutes, not hours.