Station 1 · Potential Scoring

Your CRM knows the revenue.
But does it know the potential?

80 percent of long-term B2B value sits in the existing base. boostpilot.ai calculates the real buying potential per customer, so your sales team knows where the biggest lever is.

Overview: where the potential sits in the customer base.
The blind spot

High revenue is not the
same as high potential.

A D-account with 2 percent of a large demand often carries more growth than an A-account where you already hold 24 percent. Revenue history says nothing about how much a customer buys in total. Rank by history and you work the biggest customers hardest, and miss the biggest opportunities.

Evidenced: McKinsey lists quantifying share of wallet per customer as a test for above-average B2B growth. Bain recommends shifting resources to where your share is small and demand is large.

Classic revenue pyramid, translated into a potential-based segmentation.
Revenue matrix becomes a potential matrix: typical versus potential-based segmentation with key figures.
The new axis

From revenue pyramid
to potential matrix.

Instead of ranking customers by what they bought yesterday, boostpilot.ai ranks them by what they could buy. Two axes, four fields.

Build

high potential, low share. The lever.

Defend

high potential, high share. The base no one may lose.

Hold

low potential, high share. Large and loyal, but maxed out.

Observe

low potential, low share. Service instead of field sales.

The calculation

Buying potential
× share of wallet.

boostpilot.ai brings together four sources: ERP, CRM, Dun & Bradstreet (more than 500 million companies) and its own crawling data. More than 360 market variables give two values per account: how much this customer buys in your product groups in total, and what share you hold.

Traceable down to every single criterion and every market variable.

Potential matrix with gain, build, defend and maintain, and key figures per field.
The process

Five steps
to segmentation.

  1. Matching — your customer data is merged cleanly with external criteria (D&B).
  2. Market definition — together we define your target market, enriched with third-party and crawling data.
  3. Potential calculation — per existing and potential customer.
  4. Segmentation — build, defend, hold, observe, with share of wallet.
  5. Action planning — concrete measures per account, including churn warning.

The automated Validation Engine is built into the whole process — a dedicated crew member checks every result against fixed validation criteria.

Dormant customers

Wake them, but
the right ones.

No team calls every inactive customer. boostpilot.ai shows which dormant customers carry potential and come first, and which are not worth the effort.

Product views: potential segmentation, development history, sales action plan, whitespaces.
Demo

See your matrix on your own data.

A customer list is enough. In 30 minutes we show you what your potential matrix looks like.

Book a demo