AI Data Analyst for B2B RevOps

Plug in your raw GTM data. Get action-ready insights and analysis through prompting.

Petavue connects HubSpot, Salesforce and every other data source in minutes. Ask Petavue for reports, in-depth analysis or get to insights and next-best actions — all through simple prompts in plain English.

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Explore the prompt library

Live in less than 24 hours

No ETL. No modeling.

Unify entire GTM stack

Analysis You Can Trust, Even When Your Data Is Messy

Petavue connects directly to your CRM, marketing automation, product analytics, and CX tools. It detects missing values, fuzzy names, and broken UTM parameters, then enriches or flags them. You get reconciled, analysis-ready data and reports you can defend in reviews.

Configurable to Make It Uniquely Yours

Define your metrics, terms, and business rules once. Petavue honors your definitions across analyses and prompts, prioritizing them over defaults. Update them anytime, and the system cascades changes safely, so teams share a single source of truth without a modeling sprint.

Next-Best Actions, Contextual

Add your business context, and Petavue recommends next-best actions for each segment, pipeline stage, or account. Push those actions to where work happens—create Salesforce tasks, trigger HubSpot sequences, or post alerts in the #demand-gen channel—then track outcomes automatically.

Explainable and Trusted

Every insight shows a ‘how we got this’ trail—definitions, logic, and data path—so leaders can validate conclusions. Data is encrypted, access follows role-based permissions, and audit logs are available. Request our SOC 2 report anytime for your security and compliance review.

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TRUSTED BY BUSINESS TEAMS AT

I’ve never come across a platform where I’ve seen insights get delivered to the entire GTM team in such a short time. The time-to-insight is incredible.

Peter Zaballos

CMO,

NASDAQ: PHUN

How Petavue works?

Ask for a report, analysis, KPI, or metric. Petavue does the rest.

Chooses the right Petavue agent for the job.
Runs an analysis across all connected data sources.
Returns a shareable report or dashboard.
And the best next steps you can trigger immediately.

Think of it as an AI data analyst that’s useful on day one; and gets smarter with your business context over time.

So, Petavue is an AI Data Analyst? Yes and...

YES - It is a full feature AI Data Analyst

Automate data processes

Cleans, standardizes, and syncs GTM data.

Visualize and report

Generates live dashboards, historical and forward-looking.

Conduct advanced analytics

Cleans, standardizes, and syncs GTM data.

Communicate findings

Delivers plain-English narratives with next-best actions.

Build and deploy models

Produces prioritized accounts and budget re-allocations.

Connect all your GTM data

Cleans, standardizes, and syncs raw GTM data, directly from sources. No ETLs.

Conduct advanced analysis

In-depth analysis (like correlation). Surfaces hidden patterns in pipeline, ROI, and win-rates.

Visualize and report

Generates dynamic visualizations to explain your analysis.

Communicate findings

Delivers plain-English narratives with next-best actions.

Tackle problems generic AI can’t

Built with advanced capabilities to solve complex data analysis problems

Skip repetitive explanations

Julius remembers your context and preferences to work faster over time

AND - It is tuned for GTM teams

Business-Context Engine

Enforces your GTM rules and definitions so numbers match leadership reporting.

Trustworthy Data

Automatically cleans and reconciles CRM, marketing, product, and CX inputs—no ETL.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Operator Focus

Built for RevOps, sales, and marketing; drives pipeline, velocity, and board-defensible ROI.

Enterprise Readiness

Audit trails, lineage, governance, and security baked into every output.

Tailored for you

Enforces your GTM rules and definitions so numbers match leadership reporting.

Learns from context

Remembers what you tell it to and gets hyper-personalized over time.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Enterprise Readiness

Audit trails, lineage, governance, and security baked into every output.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

Actionable Outputs

Surfaces next-best actions with owners and expected impact, not just charts or forecasts.

What GTM teams do with Petavue today?

Data Assessment

See exactly where your GTM data is broken and fix it

Petavue’s data-assessment agents review your CRM, marketing, and event logs to spot missing fields, duplicates, and outdated formats. They rank issues by impact, explain what’s wrong, and provide clear steps to fix them.

Hey Petavue — Surface invalid or disposable emails and give a cleanup plan.
Hey Petavue – Check for duplicate contacts, list all duplicates across sources and propose merge groups.
Hey Petavue – Audit the UTM tags in the last 90 days across Salesforce and Hubspot. Let me know what's missing?

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Stack:

Claude

HubSpot

Salesforce

Actual analysis time: 4.73 minutes.

Cross-system Analysis

Uncover why metrics move with deep analysis

Petavue MCP analysis-agents stitch together dimensions, timeframes, and events to uncover hidden trends, correlations, and root-cause drivers, so teams can answer complex “why” questions.

Hey Petavue – Show average deal velocity by rep, region, and product line over the past six months, and highlight where cycle times have slowed since our last feature release.
Hey Petavue – Which segments create pipeline fast but close slow, rank by gap.
Hey Petavue – Generate a churn cohort analysis for customers onboarded in Q1, segment by usage frequency, support ticket volume, and contract value, then surface the top three risk factors.

Stack:

Claude

HubSpot

Salesforce

Actual analysis time: 6.42 minutes.

Shareable Dashboards

From insight to shareable story in one prompt

Petavue’s report-builder agents turn any answer—or any raw query—into executive-ready charts and tables. Pick the metrics, choose the slice, and get a live dashboard link or a scheduled PDF without touching BI tools.

Hey Petavue – Create a board-ready dashboard showing pipeline by stage, win-rate trend, and stalled deals for Q2, with a note on the top stall reason.
Hey Petavue – Build a marketing ROI report that joins ad spend, pipeline, and closed revenue by channel.
Hey Petavue – Create a sunburst and heat-map of our lead data-quality audit and share the link on my email when done.

Stack:

Claude

HubSpot

Salesforce

Actual analysis time: 5.81 minutes.

Next-Best Actions

Turn insights into actions, at scale

MCP action-agents monitor your KPIs, detect anomalies, and trigger workflows in Slack, Salesforce, or HubSpot. No more static alerts. Timely, context-aware recommendations that teams can execute immediately.

Hey Petavue – Identify any opportunities that have slipped by more than 7 days, and recommend next actions to re-engage with context.
Hey Petavue – Alert me if daily MQLs drop 15 % below average, with recommended ad spend adjustment, post an alert in #growth-ops
Hey Petavue – Detect churn-risk signals for VIP clients, and suggest a customer-success outreach sequence with tailored talking points.

Stack:

Claude

HubSpot

Salesforce

Actual analysis time: 7.97 minutes.

Secure, reliable, and scalable

Learn More

SOC 2 certified

Our security policies and controls meet the highest industry standards.

High-volume data processing

Our architecture processes terabytes of data, delivering fast insights that scale with your customer base without performance degradation.

Role-based access controls

Protect sensitive data with role-based permissions, access controls, and audit trails managed by admins.

No training on your data

Your sensitive data is never used to train or enhance our AI models.

FAQs

For any further questions, send us a message at support@petavue.com

Plug in your raw GTM data. Get action-ready insights and analysis through prompting.

TRUSTED BY BUSINESS TEAMS AT

So, Petavue is an AI Data Analyst? Yes and...

What GTM teams do with Petavue today?

See exactly where your GTM data is broken and fix it

Uncover why metrics move with deep analysis

From insight to shareable story in one prompt

Turn insights into actions, at scale

Secure, reliable, and scalable

FAQs

Status quo isn't bad. Until it's the worst.