Krossings for Qualified · for GTM leaders

Qualified's 2026 GTM Blueprint.

Built by experienced revenue operators in 48 hours from public sources. Now imagine it pointed at your data.

6
Pipeline-ready accounts
47
Buying signals mapped
0
Calls needed to source it
Krossings for Qualified · for revenue leadership

Six accounts. Ready to engage.

Built by a forward-deployed revenue team that becomes a second pipeline source.

6
Accounts ready to engage
3
Tier-1 priority accounts
0
Calls needed to source it
30d
To a live second channel
Why now

Three forces resetting the buying window.

Each observable in public data.

Commercial

The SDR economics break

Reps need 4X the activity they did in 2022 to book a meeting, cold-outreach reply rates have fallen to 1 to 5%, and a fully loaded SDR runs $80K to $120K a year against rising pipeline targets and flat budgets. Every account on this list is hiring SDRs or demand-gen leaders into exactly that squeeze.

Market

The category just consolidated

Salesforce acquired Qualified, and Salesloft is sunsetting Drift in March 2026. Choosing an AI SDR platform now decides which ecosystem a revenue team builds on for the next several years. The window to pick is open and closing, and former Drift accounts are looking for a replacement right now.

Technical

AI SDRs crossed the line

Autonomous agents that engage, qualify, and book meetings from website traffic were not production-ready two years ago. Qualified customers report value in 1 to 4 weeks and replace the work of 5 to 13 SDRs. The org still routing every visitor through a static form is bringing a clipboard to a data fight.

Our forward-deployed revenue team finds your next accounts, builds the plays, and runs the channels to close them. Live in 30 days. No new hires.

Part 1 · The Surprise

Verified accounts. Ready to engage.

Every account cleared exclusion, ICP fit, realism, and verified pain signals. Each one ships with a four-touch sequence ready to send.

Navan
Tier 187/100
Travel & Expense / B2B SaaS · ~3,000 employees · $300M+ revenue · NASDAQ: NAVN
Deep Dive Included ↓

Pain signals

High1.33M monthly visits (SimilarWeb, Feb 2026) captured through a form-based demo request — massive visitor-to-meeting conversion gap
HighSDR team scaling plus a VP Demand Generation hire — capacity expansion against public-company CAC pressure
HighSalesforce CRM confirmed (hiring a Salesforce CPQ developer) — native integration is high value
MedNew CFO Aurelien Nolf (Feb 2026) — opens a cost-efficiency review window
Nima Asrar Haghighi LinkedIn unverified
VP, Demand Generation, Navan
Fivetran
Tier 184/100
Data Integration / ETL SaaS · ~1,700 employees · $306M ARR · $5.6B valuation
Deep Dive Included ↓

Pain signals

HighNew CMO Monica Ohara (May 2025) — inside the 12-month window where leaders reset the marketing stack
HighSalesforce Ventures investor and native Salesforce connectors as core product — deep ecosystem alignment
MedActive demand-generation and field-marketing hiring — pipeline function being built up now
Med225 quota-carrying reps needing an efficient inbound engine to feed
Monica Ohara LinkedIn unverified
Chief Marketing Officer, Fivetran
Highspot
Tier 181/100
Sales Enablement SaaS · ~1,100 employees · $450M ARR · $3.5B valuation

Pain signals

High221 quota-carrying reps — a large sales org needing continuous, high-quality inbound pipeline
HighGTM Agent product launch (Spring 2026) — clear agentic-AI strategy to extend to their own GTM
HighNative Salesforce integration as a core platform feature — values Salesforce-native architecture
MedVP Demand Marketing Lucas Welch publicly focused on GTM performance — topic is top of mind
Lucas Welch LinkedIn unverified
VP Corporate & Demand Marketing, Highspot
Drata
Tier 278/100
Compliance Automation / Cybersecurity SaaS · ~724 employees · $100M+ ARR · $2B valuation

Pain signals

HighVP Revenue Marketing and VP Product Marketing both open, reporting to the COO in the interim — marketing leadership in transition
HighActive SDR hiring described as "critical" plus a Demand Generation Manager search — dual scaling signal
HighSalesforce Ventures investor and Salesforce Billing integration — ecosystem alignment confirmed
Med60% YoY revenue growth — rapid scaling creating pipeline capacity strain
Troy Markowitz LinkedIn unverified
Co-Founder & COO (interim marketing), Drata
Lucid Software
Tier 276/100
Visual Collaboration / Productivity SaaS · ~1,300 employees · $260M revenue · 30M+ users

Pain signals

High30M+ users driving enormous PLG website traffic — a classic free-to-enterprise conversion gap
MedSalesforce strategic partner — native architecture resonates
MedActive demand-generation and enterprise BDR hiring — scaling the pipeline function
MedAI product upgrades across the suite — an AI-first posture to extend to GTM
Nathan Rawlins LinkedIn unverified
Chief Marketing Officer, Lucid Software
Lattice
Tier 274/100
HR Tech / People Management SaaS · ~574 employees · $127M ARR · $3B valuation

Pain signals

HighCEO Sarah Franklin is the former Salesforce President & CMO — the deepest possible Salesforce ecosystem alignment
HighLattice AI Agent for HR launched (Mar 2026) — an agentic-AI mandate already in motion
MedVP Growth Marketing role posted — demand-gen investment underway
MedMarketing team rebuilding after the prior CMO departure — a technology evaluation window
Sarah Franklin LinkedIn unverified
CEO (former Salesforce President & CMO), Lattice

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The proof

Less pitch. More proof.

Every tab below is real work on Qualified's market, traceable to public sources.

CompanyTierScorePQS MatchTop SignalPrimary Contact
NavanTravel & Expense SaaS Tier 1 87/100 PQS-1, PQS-2 1.33M monthly visits + form-only capture + Salesforce + SDR scaling Nima Asrar HaghighiVP Demand Gen, Navan
FivetranData Integration SaaS Tier 1 84/100 PQS-1, PQS-4 New CMO (May 2025) + Salesforce Ventures + demand-gen hiring Monica OharaCMO, Fivetran
HighspotSales Enablement SaaS Tier 1 81/100 PQS-1, PQS-2 GTM Agent launch + 221 reps + native Salesforce Lucas WelchVP Demand Marketing, Highspot
DrataCompliance Automation SaaS Tier 2 78/100 PQS-1, PQS-4 Two VP marketing roles open + SDR hiring + 60% growth Troy MarkowitzCo-Founder & COO, Drata
Lucid SoftwareVisual Collaboration SaaS Tier 2 76/100 PQS-1, PQS-4 30M+ users + PLG conversion gap + demand-gen hiring Nathan RawlinsCMO, Lucid Software
LatticeHR Tech SaaS Tier 2 74/100 PQS-4 Ex-Salesforce CMO as CEO + Lattice AI Agent launch Sarah FranklinCEO, Lattice

The score is a layered read of what's observable, what domain knowledge unlocks, and what combinations reveal. 47 signal types mapped across the four segments.

16
Surface signals

What anyone can see

50K+ monthly visitors via SimilarWeb, form-based lead capture visible on the site, SDR and BDR job postings, new CMO and CRO appointments, funding rounds, paid media running on LinkedIn and Google. Easy to detect, widely searched, noisy alone.

17
Deep signals

What domain knowledge unlocks

SEC filing language on rising CAC, SimilarWeb traffic trend versus estimated meeting volume, G2 and Capterra review mining for chatbot dissatisfaction, Glassdoor SDR comp data, and Salesforce ecosystem certification confirming platform alignment.

14
Inference chains

What combinations reveal

Pain built by cross-referencing 2 to 3 points where no single source confirms it but the combination does. A single signal is a hypothesis; two aligned signals are a lead; three or more with context are a priority account.

Worked example · PQS-1 high-confidence rule 50K+ monthly visitors + Salesforce CRM confirmed + form-only capture with no chat widget + active SDR hiring. Navan hits all four (1.33M monthly visits, Salesforce CPQ hiring, form-based demo capture, an SDR team scaling), which is why it scores 87.

The content engine, on the call.

Bottom-of-funnel SEO/AEO topics mapped to each segment — the content that captures buyers researching the category through answer engines. We walk the live plan through on the call.

Book the walkthrough →

Four pain-qualified segments, defined by observable pain rather than firmographics. Open one to see its definition, target persona, trigger signals, and why-now.

High-traffic B2B websites where visitors leave without engaging, meetings go unbooked, and inbound leads go cold because human SDRs cannot respond fast enough or cover every hour of the day.

Target persona

VP and Director of Demand Generation at B2B SaaS companies with 50K+ monthly visitors, Salesforce CRM, and an inbound-led or hybrid motion

Trigger signals
  • 50K+ monthly visitors (SimilarWeb or SEMrush) with form-based capture and no advanced conversational AI
  • Salesforce CRM confirmed (BuiltWith or job postings)
  • SDR and BDR job postings indicating capacity constraints; paid media running
Why now: Inbound conversion below 2% means roughly 99,000 of every 100,000 visitors leave unengaged, and 78% of deals go to the first responder. The gap becomes undeniable the moment leadership audits the funnel.

SDR teams growing in headcount but declining in per-rep productivity. Cost per meeting rising, turnover erasing training investment every 14 to 18 months, and leadership questioning whether scaling humans is the right model.

Target persona

CRO, VP Sales, and CMO weighing SDR economics, with RevOps validating the cost model at B2B companies running 5+ SDRs on Salesforce

Trigger signals
  • 5+ active SDR or BDR job postings; recent SDR layoffs or restructuring
  • Salesforce CRM plus "AI," "automation," or "efficiency" language in sales and marketing job posts
  • SDR Manager or VP Sales Development role posted (team growing but needs leadership)
Why now: A fully loaded SDR runs $80K to $120K versus Piper at $42K to $68K; a 10-person team costs $800K to $1.2M a year. When the CFO runs the cost-per-meeting math, the business case writes itself.

Companies that invested in Drift, Intercom, or a basic chatbot but face poor qualification quality, weak Salesforce integration, limited AI capability, and disappointing ROI. Ready to upgrade to an agentic platform.

Target persona

VP Demand Generation and Head of RevOps evaluating a conversational-tool replacement at Salesforce-run B2B companies

Trigger signals
  • Drift, Intercom, or a chatbot visible on the site (BuiltWith or manual check) with low G2 and Capterra satisfaction
  • Salesforce CRM plus "conversational marketing," "chatbot optimization," or "website conversion" postings
  • Visible "leave a message" fallback indicating no live coverage; team posts about chatbot frustration
Why now: Drift-to-Qualified switchers see 91% more meetings (Greenhouse) and 2X pipeline (Demandbase). The Drift sunset in March 2026 with no replacement detected is an urgent displacement window.

The C-suite has mandated AI adoption across GTM but the team lacks a concrete, high-ROI first use case. They need a measurable pipeline win, not a science project.

Target persona

New CMO or CRO under board-level AI pressure, with the CMO as economic buyer, at Salesforce-run B2B companies with enough traffic to justify an AI SDR

Trigger signals
  • New CMO or CRO hired in the last 6 months (LinkedIn)
  • "AI" or "agentic" in marketing and sales job postings; public AI-strategy press; Salesforce CRM
  • Attending or sponsoring AI-focused events and content
Why now: Most enterprise AI projects take 6 to 12 months to show ROI; Qualified customers report value in 1 to 4 weeks (WealthEngine recouped in about a month, Appinium paid for itself the first week). It is the fastest concrete AI win in the revenue org.

The buying committee mapped — each role with the pain that defines it and the hook that moves it.

Economic Buyer
CMO
"Pipeline targets keep rising while my budget stays flat, and I still can't prove marketing's revenue contribution."
Hook: Lead with full control over the inbound funnel, pipeline attribution, and SDR cost offset. Proof: Klaviyo's Jamie Domenici, "full control over the entire inbound funnel," plus Forrester Wave leadership.
Champion
VP / Director Demand Generation
"Inbound leads go cold from slow follow-up, SDR capacity caps real-time coverage, and I can't prove website ROI."
Hook: Lead with speed-to-lead, 24/7 coverage, and meetings booked automatically in a three-week implementation. The daily owner who builds the internal business case.
Technical Evaluator
Head of RevOps
"Every new vendor adds integration burden, and routing across multiple tools creates data gaps at the marketing-to-sales handoff."
Hook: Lead with Salesforce-native, no middleware, zero ETL, SOC 2, and custom routing rules. The evaluator who validates the architecture before it ships.
Executive Sponsor
VP Sales / CRO
"SDR productivity is declining, pipeline quality is degrading, and headcount growth is no longer sustainable."
Hook: Lead with an AI SDR that does the work of up to 13 SDRs and higher-quality pipeline from intent signals, with zero ramp time.
Gatekeeper
IT / Security
"Anything that touches Salesforce has to keep the data clean and stay compliant. Show me the security posture."
Hook: Lead with Salesforce-native architecture, SOC 2, and AppExchange certification, not a CSV export. The technical gate that can block the deal.

Where Qualified wins and where rivals are exposed, benchmarked against the closest comparator set, sourced from the GTM blueprint's competitive analysis.

DimensionQualifiedDrift (Salesloft)IntercomChili Piper
Category position Defined the "agentic marketing" category; #1 on G2 and Salesforce AppExchange; Forrester Wave leader Conversational marketing pioneer, now being sunset by Salesloft (March 2026) Customer messaging plus Fin AI agent, positioned support-first Inbound lead routing and meeting scheduling
Salesforce integration Built natively on Salesforce (Xforce); now a Salesforce product with enterprise backing Shallow Salesforce integration Standard connector, not Salesforce-native Routing and booking sync, not a native data layer
AI agent modalities Piper AI SDR across chat, voice, video, and email (PiperX) Rule-based bots with limited AI reasoning Fin AI agent focused on support deflection No AI qualification agent
Pipeline generation Autonomous inbound pipeline generation is the core job Conversational marketing plus routing Support and engagement, not pipeline-first Routing and scheduling only; no qualification or email
Switching proof Greenhouse 91% more meetings, Demandbase 2X pipeline, ThoughtSpot 10X conversations; 1,800+ five-star reviews Customers migrating ahead of the March 2026 sunset Strong support proof; lighter pipeline-generation evidence Point-solution adoption for fast booking
Where they win Salesforce-native enterprises wanting one AI SDR across every modality Existing Drift base until migration completes Product-led companies leading with support and messaging Teams that only need fast lead routing and scheduling

The sequences are drafted and waiting.

Every account ships with a four-touch sequence — A/B tested, with an opener tied to that account's observed signals. We walk you through the live ones on the call, so you see the channel that produces the pipeline before you commit.

Book the walkthrough →

Paid plays, ready to deploy.

Account-matched ad variants plus the Tier-1 to custom-audience loop that turns your best-fit accounts into a retargeting layer. Shown live on the call — the second half of the second pipeline source.

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The receipts

Two Tier-1s, in depth.

The top two accounts, worked end to end, why they're at the top, the evidence behind the score, and how we'd open them.

Navan
87 / 100 · Tier 1

Why they're at the top

A NASDAQ-listed travel and expense platform (~3,000 employees, $300M+ revenue) drawing 1.33M monthly visitors yet capturing demand through a static form. Three forces land in the same quarter: a new CFO, Aurelien Nolf in February 2026, opening a cost-efficiency review; a VP Demand Generation hire signalling capacity expansion; and an SDR team scaling against rising public-company CAC scrutiny. Salesforce is the confirmed CRM, since they are hiring a Salesforce CPQ developer, so a Salesforce-native AI SDR drops straight into the stack. At 1.33M monthly visits, even a 0.5% lift in visitor-to-meeting conversion is pipeline the SDR team never has to source by hand.

How we'd open it

Lead with the conversion-gap math. Open on the delta between form capture and real-time AI engagement at over a million monthly visits, framed for a public company under CAC pressure. The wedge is the new CFO's efficiency review: SDR cost-per-meeting data lands while the budget is being examined. Entry through Nima Asrar Haghighi (VP Demand Gen) by email, with a parallel thread to the CMO on the SDR cost benchmark.

Fivetran
84 / 100 · Tier 1

Why they're at the top

A $5.6B-valued data integration leader ($306M ARR, ~1,700 employees) with 225 quota-carrying reps and a new CMO, Monica Ohara, who arrived in May 2025 and sits inside the 12-month window where GTM leaders reset the marketing stack. Salesforce Ventures is an investor and Fivetran builds Salesforce connectors as a core product, so a Salesforce-native AI SDR aligns with the company's own architecture. Active demand-generation and field-marketing hiring confirms the pipeline function is being built up right now.

How we'd open it

Lead with the AI-readiness frame for a data-native company. Position the inbound org on the AI-adoption curve and show the gap between where they are and the stage where AI agents engage, qualify, and book autonomously, at the speed a data company expects of itself. Entry through Monica Ohara (CMO) by email on her first-year milestone, with the CRO thread on pipeline efficiency.

The upside

Public data got us here. Yours compounds it.

What we used (public)

All linked in the Verification Log · 10 source types
  • SEC filings and earnings-call transcripts (for public targets like Navan)
  • Company press releases and newsroom feeds
  • LinkedIn job postings (CMO, VP Demand Gen, RevOps, SDR/BDR roles)
  • LinkedIn profiles and recent post activity
  • SimilarWeb traffic estimates and trend data
  • BuiltWith and Wappalyzer tech-stack detection
  • G2, Capterra, and TrustRadius review libraries
  • GetLatka, Crunchbase, PitchBook, and Sacra company snapshots
  • Built In and Glassdoor careers boards and comp data
  • Qualified customer and case-study pages (for the exclusion check)

What your systems unlock (private)

8 systems Qualified's revenue org already runs
  • Salesforce CRM (Xforce) — deal stages, pipeline value, routing rules, contact engagement
  • Piper conversation data — chat, voice, video, and email transcripts and intent
  • Marketo or HubSpot — full campaign and email engagement history
  • Outreach or Salesloft — sequence performance and reply data
  • Website analytics (GA4, Munchkin) — page-level intent and traffic source
  • Intent feeds (Bombora, G2 Buyer Intent, 6sense) at the account level
  • Internal win/loss tagging and customer-health scoring
  • Billing and ARR telemetry for expansion-path triggers
The first 90 days

From signature to a live channel.

No lengthy discovery. The audit gates everything downstream, infrastructure builds in parallel, and by day 90 you're reviewing pipeline against the number you set at kickoff.

Days 1–5

Onboarding

Contract signed. Customised onboarding doc within one business day covering goals, ICP hypotheses, and access. You have five days.

Days 1–21

The audit

ICP and segment analysis, competitive intel, voice-of-customer mining, AEO positioning, and a custom signal catalogue. Full readout + 90-day revenue roadmap at week three.

Days 1–42

Infrastructure

In parallel: CRM hygiene, LinkedIn activation, domain warm-up, signal-to-rep routing, system integrations. Engine live by day 42.

Days 21–90

Execution

Workstreams go live as the audit dictates: signal layer, content, outbound sequences, paid, orchestration. Weekly working sessions keep it moving.

Day 90

Executive review

Pipeline generated and closed-won attribution reviewed against the success criteria agreed at kickoff. Channel ROI ranked. Next quarter set.

Part 4 · The Ask Part 6 · Next Steps

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