The pipeline looks healthy. So did last quarter’s.

Replace pipeline reports built from rep optimism with AI that scores deals on observed behaviour — so the forecast reflects what buyers are doing, not what sellers are hoping.

$0
Send us one quarter of your real pipeline data See Praxie in Action Now Free pilot on your own sales data. You keep what we find.

AI marketing & sales analyticsfor sales and marketing leaders

Praxie AI marketing and sales funnel optimization interface.

Customer Success Stories

Dylan Hoback Dylan Hoback Accu-Tube
Manufacturing analytics

My Praxie analytics software transformed our operations, enabling data-driven decisions and streamlining our manufacturing process.

Jason Carpenter Jason Carpenter Environmental Pest Management
Operational visibility

With Praxie, I found a way to take what was in documents and spreadsheets and provide my team with a visual application environment to drive our strategy with full accountability.

Elizabeth Pridham Elizabeth Pridham Perfection Fresh
Digital transformation

Praxie dramatically improved our process through digital transformation. We now have visibility and can drive decisions at a fraction of the time.

Scott Russell Scott Russell NUCOR Vulcraft
Innovation management

I would heartily recommend the Praxie team to any organization seeking to seriously undertake a lasting and successful innovation process.

Mike Bainbridge Mike Bainbridge Dover Food Retail
Daily management

Our MFG Ops application greatly improved our daily management initiatives. It is easy to see how we are doing, identify issues, and track improvements—no matter where we sit.

Jeff Piotrowicz Jeff Piotrowicz ChemLink
Project visibility

With Praxie we've created a way to report on complex projects that gives management full visibility. Executives have visibility to projects, assignments, and more at their fingertips.

Maureen Thompson Maureen Thompson American Nurses Association
Strategic execution

Our Praxie App makes it easy to track progress on strategic objectives across the organization and includes an executive-level dashboard with real-time reports to the board on key initiatives.

Tom Anderson Tom Anderson Springfield Armory
Production management

Praxie is used every day to track and analyze every aspect of production, quality, safety, and more. We improved quality by 10%.

Peggie Pelosi Peggie Pelosi Innovators Alliance
Custom innovation solution

Almost overnight, Praxie created a customized solution for our 100 member organizations across Canada to drive strategy and innovation.

Kate Merton Kate Merton Anthem
Custom applications

Praxie's innovation solution stood out from other options because it can be customized so quickly to fit our exact process requirements. Plus, it is incredibly easy to use and manage.

ALGAL ANA Anthem Atlas Copco Barloworld Bioray Biotix Blue Triton Dover Grosvenor INX Jiffy Lube Jireh Metal Johnson & Johnson KPMG Kydex Mott NextPower Novozymes Nucor Panasonic PLP PVH Roche Safety Padding Silgan Southwire Springfield Armory Swisscom Swisslog Thoughtworks Tiara Yachts Twin Rivers Utz Wartsila ALGAL ANA Anthem Atlas Copco Barloworld Bioray Biotix Blue Triton Dover Grosvenor INX Jiffy Lube Jireh Metal Johnson & Johnson KPMG Kydex Mott NextPower Novozymes Nucor Panasonic PLP PVH Roche Safety Padding Silgan Southwire Springfield Armory Swisscom Swisslog Thoughtworks Tiara Yachts Twin Rivers Utz Wartsila

Every quarter looks fine until the last two weeks.

Building the pipeline report was the easy part. Knowing which deals are real is the job.

Your CEO

“We were at 95% of plan three weeks ago.”

Your reps

“It is still live. They have gone quiet, that is all.”

You

A forecast assembled from stages people set themselves.

You do not need a tighter process. You need deals scored on what buyers actually do — not on stage names.

If you own the number

Is this your quarter?

Most sales and marketing leaders recognise at least four of these. If you recognise six, the rest of this page is written for you.

  • Stage is set by the rep and means something different to each one.
  • Deals sit at 90% for months.
  • Marketing and sales report different pipeline figures.
  • Nobody can say which channels produce deals that actually close.
  • Slippage is discovered in the final week.
  • Win/loss reasons are a dropdown nobody analyses.
  • Forecast accuracy is measured and never improved.
  • “Is that deal real?” is answered by asking the rep.

None of this is a CRM problem. It is a signal problem.

Is this you?

Worked example — multi-region revenue team

The forecast used to be built from self-reported stages.

Self-reported↓Observedwhat the forecast is built from

Several regions, hundreds of open deals, and stage definitions interpreted differently by every rep.

Because stage was a rep's own assessment, a quiet deal looked identical to an active one — and slippage surfaced only when the quarter was nearly over.

With deals scored on observed buyer behaviour and marketing and sales data connected, the forecast reflects engagement rather than optimism, and risk appears early enough to act on.

Forecast call, 9am

What you walk into the forecast call with

Today

A number built on optimism.

  • Stage set by the rep
  • Deals at 90% for months
  • Marketing and sales disagreeing
  • Slippage found in the final week
→

With Praxie

A number built on behaviour.

  • Deals scored on observed engagement
  • Quiet deals surfaced early
  • One pipeline figure across teams
  • Channel contribution evidenced
AI-Powered Marketing and Sales Funnel Optimization ROI
Illustrative ROI Opportunities
10–25%
Higher Conversion

Improve movement through priority funnel stages.

10–20%
Lower Acquisition Cost

Shift spending toward audiences and channels that convert.

15–30%
More Qualified Pipeline

Increase the volume and quality of sales-ready opportunities.

10–25%
Faster Sales Cycle

Reduce delays, stalled stages, and inefficient handoffs.

Fewer
Funnel Leaks

Detect drop-off and performance deterioration earlier.

Higher
Revenue per Lead

Generate more value from existing traffic and demand.

See Praxie in Action Now

Which deal in your current forecast are you least sure about?

How Praxie Compares for AI-Powered Marketing and Sales Funnel Optimization

Why Pipeline Reports Flatter the Quarter

Spreadsheets &
Manual Reporting

  • Manual report consolidation
  • Slow to identify funnel changes
  • Fragmented customer visibility
  • Inconsistent attribution and metrics
  • Experiments are difficult to track

CRM & Marketing
Automation Suites

  • Connected to campaigns and pipeline
  • Strong execution within one ecosystem
  • Limited cross-platform analytics
  • Optimization often remains manual
  • Complex configuration and administration

Traditional BI &
Analytics Tools

  • Strong dashboards and reporting
  • Useful funnel and cohort analysis
  • Often requires analysts and data teams
  • Insights are separated from action
  • Experiments require separate tools

Point AI &
CRO Tools

  • Useful for specific channels or pages
  • Adds isolated recommendations
  • Limited full-funnel context
  • Requires multiple disconnected products
  • Weak connection to sales outcomes
★ BEST FIT

Praxie AI-Powered
Funnel Optimization

  • Unified marketing and sales funnel workspace
  • AI root-cause analysis and recommendations
  • Connects ads, web analytics, CRM, pipeline & revenue
  • Dashboards, experiments, alerts & workflow automation
  • Human-in-the-loop optimization in days, not months
Full-funnel visibility
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✓
Continuous funnel monitoring
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✓
✓
AI root-cause recommendations
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–
–
✓
✓
Marketing and sales collaboration
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✓
Speed to launch
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✓
Experimentation and learning
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✓
Why Praxie
Stands Out
More flexible than rigid marketing suites
Far more actionable than spreadsheets and dashboards
Broader than channel-specific AI and CRO tools
Faster to deploy than custom data and analytics projects
AI-Powered Marketing and Sales Funnel Optimization FAQ

Questions Sales Leaders Ask Us First

The objections we hear in the first 20 minutes — answered plainly.

1

How does AI improve the marketing and sales funnel — and can we trust its recommendations?

Answer: The AI analyzes customer behavior, campaign performance, website activity, lead progression, sales interactions, and revenue outcomes to identify where prospects are dropping out and why. Recommendations are explainable and reviewed by marketing and sales teams before changes are approved or launched.

2

What data does the system need?

Answer: The system can combine data from advertising platforms, website analytics, marketing automation, CRM, email, forms, call activity, opportunity stages, closed revenue, and customer feedback. It can begin with a focused set of available data and expand as additional sources are connected.

3

Can the AI identify the root causes of low conversion?

Answer: Yes. It looks for patterns across channels, audiences, content, landing pages, lead sources, response times, qualification steps, sales stages, and customer segments. The goal is not only to show where conversion is weak, but to help teams understand the likely causes and the highest-value opportunities for improvement.

4

Does the platform run experiments automatically?

Answer: It can suggest hypotheses, prioritize experiments, coordinate approvals, track execution, and measure results. Human-in-the-loop controls allow teams to decide which changes should be launched, while the platform maintains a structured record of what was tested, what changed, and what produced measurable improvement.

5

How is this different from CRM, marketing automation, or a dashboard?

Answer: CRM and marketing automation systems manage campaigns, contacts, and pipeline activity, while dashboards primarily report performance. AI-powered funnel optimization connects the data across those systems, analyzes root causes, recommends actions, manages experiments, and creates a continuous improvement loop across marketing and sales.

6

Which funnel metrics can be improved?

Answer: Common targets include advertising conversion, landing-page conversion, cost per lead, lead quality, marketing-qualified lead rates, sales acceptance, opportunity creation, stage-to-stage conversion, sales-cycle time, close rate, customer acquisition cost, and revenue generated from each channel or segment.

7

How quickly can we begin seeing value?

Answer: A focused micro-pilot can begin with a defined funnel, a limited number of data sources, and one or two priority conversion problems. This allows teams to validate the data, identify initial opportunities, and launch measurable experiments without waiting for a long enterprise implementation.

Bottom line: AI-powered funnel optimization helps marketing and sales teams connect fragmented data, find root causes, prioritize the best opportunities, and continuously improve conversion without giving up human control.

Which deal would you pressure-test first, if the data scored it?

Send us one quarter of your real pipeline data. We’ll show you what Praxie would score — your deals, your signals, your risk.

1Send us a quarter230-minute review3Free pilot on your data
See Praxie in Action

No cost, no obligation — and you keep what we find either way.