APPLIED CUSTOMER
& COMMERCIAL
INTELIGENCE

“A single source of
truth.”

Commercial Intelligence

Customer behavior and commercial performance are
no longer driven by isolated interactions—they
emerge from complex, interconnected systems
spanning channels, products, pricing, and
operations. Traditional CRM and BI tools provide
fragmented visibility, limiting the ability to act with
precision and speed.

Cleohpatra operationalizes customer and
commercial intelligence. By integrating data across
sales, marketing, operations, and external signals
into a unified layer, we enable organizations to
understand customers holistically, anticipate
behavior, and execute decisions in real time. The
result is not just better insights, but measurable
impact across revenue, retention, and efficiency

WHAT SETS CLEOHPATRA APART

Introductory Text

Integrate data across CRM,
transactions, digital channels, support
interactions, and third-party sources to
create a live, comprehensive view of
each customer. Break down silos and
provide a single source of truth across
the organization.

Segmentation &
Behavioral Intelligence

Move beyond static segmentation.
Build dynamic, behavior-driven
customer segments based on real-time
data, enabling more precise targeting,
personalization, and commercial
strategies.

Revenue & Demand
Intelligence

Model pricing strategies and
commercial levers in real time.
Understand elasticity, competitive
positioning, and margin impact to
optimize pricing decisions with full
visibility into trade-offs.

Customer Risk & Retention
Analytics

Identify churn risks, payment issues,
and customer health indicators early.
Enable proactive intervention
strategies to protect revenue and
improve long-term customer value.

Campaign & Channel
Performance Optimization

Track and optimize marketing and sales
performance across channels. Link
campaigns directly to outcomes, measure
ROI in real time, and continuously refine
strategies for maximum effectiveness.

Sales & Commercial
Execution Layer

Operationalize insights directly into
frontline teams. Provide sales and
commercial teams with actionable
intelligence, next-best actions, and real-
time guidance to improve conversion and
execution.

A TESTED SOLUTION

Production-Ready Commercial Intelligence Stack

Palantir Foundry is the industry’s leading commercial data
infrastructure, and provides the basis for the Next
Generation Financial Crime Solution as a productized, out-
of-the-box solution. It includes a stable, scalable back-end
built for complex data environments.

Rapid Time to Value

Deliver core customer and commercial intelligence
capabilities within weeks. Pre-configured integrations
and analytical frameworks accelerate deployment and
adoption.

Scalable & Adaptive Architecture

Evolve with your business. Easily extend across new
markets, channels, and product lines while maintaining
performance and consistency.

Open & Interoperable by Design

Integrate seamlessly with existing CRM, ERP,
marketing, and data systems. Maintain full control
over data and logic, avoiding lock-in and enabling
continuous expansion.

Operationally Proven in
Revenue-Critical
Environment

Built for organizations where commercial performance is
mission-critical. From customer acquisition to retention and
pricing optimization, the system is designed to deliver
measurable impact.

Foundation for Future

Create a compounding asset. As more data is
integrated and decisions are executed through the
platform, organizations build a continuously
improving commercial engine that drives sustained
growth.

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LEARN MORE.

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