Sagacito

AI co-pilot for media and CPG sales: build proposals, optimize yield, automate CRM.
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Open Sagacito in the morning and it behaves like a sales co-pilot, not another tab. Your home view pulls in accounts, open RFPs, and pipeline health from your CRM without manual updates. Prospects are scored with likelihood to buy, and you’ll see which brands are trending in your territory. Click a lead to generate a call plan, auto-fill notes from previous conversations, and set next steps. Deadline reminders fire for expiring budgets, pending approvals, and make-or-break meetings, keeping you focused on conversations instead of admin.

When an RFP lands, start a proposal from the planning screen. Enter audience, budget, timing, KPIs, and guardrails like channels, formats, dayparts, and geography. The planning engine assembles candidate schedules across linear, digital, and retail media, projecting reach, GRPs, impressions, and conversions. Toggle scenarios—maximize margin, clear aging inventory, or prioritize new product launches. See the impact on yield and delivery in real time, lock the winner, and export a polished plan or export components to your deck. One click pushes pricing, line items, and terms back to the opportunity in your CRM.

Revenue leaders use Sagacito to steer pricing and capacity. Set floors, premiums, and packaging rules once; the system enforces them at build time and suggests dynamic rates based on demand, seasonality, and sell-through. Inventory heatmaps highlight where you’re light or heavy, and forecasting flags weeks at risk. Approvals are streamlined with policy checks and a full change log, so you can audit who changed what and when. For CPG commercial teams, simulate trade and retail media plans, compare retailer networks, and pick the mix that raises lift without crushing margins.

During delivery, live pacing tracks every commitment. If a schedule slips, alerts recommend swaps, re-allocations, or makegoods that keep promises intact and margins healthy. After flight, auto-built wrap reports summarize performance against goal, attribute outcomes, and suggest renewals or upsells. Machine learning highlights the next best account to touch, the offer most likely to convert, and the content that resonates in your segment. New reps ramp faster with guided workflows; veterans move quicker with fewer clicks. The end result: more closed revenue, better utilization, and less spreadsheet toil.

Review summary

Features

  • Unified dashboard
  • CRM integration
  • Lead scoring and generation
  • Alerts and notifications
  • Proposal planner and optimizer
  • Scenario planning (margin, yield, inventory)
  • Dynamic pricing suggestions
  • Inventory forecasting and sell-through heatmaps
  • Machine learning recommendations
  • Audit trail and approvals
  • Reporting and wrap-up insights
  • Integrations and data import/export

How It’s Used

  • Daily sales workflow management
  • RFP response and proposal creation
  • Media plan optimization across channels
  • Price setting and discount governance
  • Inventory yield management
  • Campaign pacing and reallocation
  • Post-campaign reporting and renewals
  • CPG trade and retail media planning
  • Team onboarding and process standardization
  • Executive forecasting and pipeline health

Plans & Pricing

Sagacito

Custom

Ad Sales Enablement and Intelligence
Yield Management
Predictive Intelligence
Revenue Management
Trade Spend Optimization
Media Competitive Spend Analytics
Media Automation
Artificial Intelligence
Machine Learning
Social Listening

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