InstructionsIs the company running an active CRM consolidation or migration, based on dated announcements, partner press, or open RevOps roles?
Follow the steps below to answer the question:
**STEP 1**: Scan the company website for initiative language such as lead, build, implement, launch, standardize, automate, migrate, roll out, alongside CRM, revenue operations and systems-of-record terms.
**STEP 2**: Check the careers page, engineering blog and partner pages for evidence the program is live rather than aspirational.
**STEP 3**: Search public engines with queries such as: "[COMPANY] CRM migration"; "[COMPANY] Salesforce consolidation" after:2026-07-01; "site:linkedin.com/jobs [COMPANY] revenue operations"
**STEP 4**: Fall back to press, job descriptions, investor materials and executive posts, and confirm recency from explicit dates only, never from page history.
**STEP 5**: If unsuccessful, utilize your expertise to conduct targeted search queries to expand your research.
Answer format:
- If the answer is 'Yes', answer 'Yes,' followed by the reasoning in 150 words.
- If the answer is 'Not found', strictly only answer with 'Not found' and strictly do not include any other words or reasoning.
Effort
Low0.5 creditFollows your steps exactly. Best when your instructions cover the task.Medium1 creditFollows your steps and expands them with extra reasoning when needed. Best when the agent has to think through details your instructions don't spell out.High1.5 creditsHandles complex, ambiguous tasks that need deep reasoning and judgment.
Create a research agent that finds active CRM consolidation programs for our SaaS verticals.
Thought process- I will use dated public evidence and report Not found when…
2 steps· 0.5 credits
I propose CRM consolidation program. Check company, careers and partner sources, then targeted search. Shall I create it and assign it to the 3 SaaS verticals?
Proposed setup
Effort / speedMedium / Standard
Used inSignals · 3 SaaS verticals
Message Eva…
Your research agents
Build research around your team's questions
Turn your team's questions into reusable research. Review Eva's proposed instructions and verticals, then confirm creation. The agents are saved for your team to inspect and refine in Agent Hub.
Newbiz pipelineSave as templateUpdate
Workflow setupSettingsTarget
Possible steps
Drag onto the canvas, or click to add
Agents
Website Finder Agent
Finds and verifies the company's website
Account Qualification Agent
Checks whether the account fits your ICP
Account Research Agent
Researches accounts for relevant signals and context
Account Plans Agent
Turns account research into a strategic plan
Contact Finder
Finds the right people at each account
Contact Qualification Agent
Checks whether a contact matches your buyer persona
Contact Research Agent
Researches contacts for relevant context
Email/Phone Finder
Finds a verified email and phone for a contact
Play Agent
Writes personalized outreach for a contact
Routing
Condition
Routes records down different paths based on rules
Account Qualification Agent
Start
nextAccount Research Agent
Account Research Agent
nextCondition
Condition
account
ifBranch 1
thenContact Finder
elseno action
Contact Finder
nextend of flow
59%
Eva Beta
Ready when you are
Yes, create Newbiz pipeline with those 4 steps and the ICP: Yes condition.
Thought process- The workflow setup is saved when it is created. Launching…
1 step· 0.5 credits
Created Newbiz pipeline. Open the workflow to review its steps or save later edits.
Created
WorkflowNewbiz pipeline · 4 steps
LaunchNot started
Open Newbiz pipelineReview it in the builder
Open
Message Eva…
Workflows you shape
Turn your motion into a workflow you can refine
Make your GTM process something the team can run again. Eva creates a workflow after you confirm the setup; open its canvas to inspect the steps and save further changes. Creating the workflow saves its configuration, while launching it is a separate decision.
Find up to 2 contacts at each of these 3 selected accounts. Use Low effort, find emails, and leave phone finding off.
Thought process- I will run the saved Find target contacts workflow on these…
1 step· 0.5 credits
This workflow has 1 Contact Finder step. Review the downstream estimate; actual cost depends on results. Shall I launch it?
Estimated downstream run
Scope3 accounts · up to 2 contacts each
SettingsLow effort · email on · phone off
Execution6 execution credits
Email findingCredits for each new verified email
Message Eva…
Eva Beta
On deck
Yes, run Find target contacts on those 3 accounts with that scope and estimate.
Thought process- Your confirmation applies to the reviewed scope. Contact…
1 step· 0.5 credits
Launched Find target contacts for the 3 selected accounts. Follow its progress and results in the task feed.
Launched
Scope3 accounts · up to 2 contacts each
SettingsLow effort · email on · phone off
Message Eva…
Runs you approve
Choose the work before it starts
Keep the audience and estimated cost in view. Eva acts within your permissions and waits for confirmation before launching the proposed work on the selected records. Review progress in the task feed.
Discovery with Acme Corp on Thursday. Dana Whitfield, Marcus Reed and their CFO are joining. Brief me.
Thought process- Dana and Marcus have research in the workspace. The CFO is…
4 steps· 2 credits
Lead with the consolidation outcome for Dana; have the supporting evidence ready for Marcus. I have no record or research for the CFO.
Acme Corp · discovery brief
Why now6-instance Salesforce consolidation
AttendeesDana and Marcus researched; CFO missing
Open Acme CorpReview the account and contacts
Open
Message Eva…
Meeting preparation
Walk into meetings with the context you need
Prepare from the intelligence your team has already built. Eva brings the account, its contacts and their existing research into a meeting brief, then calls out what is missing. ICP is the account's fit verdict.
Dana, 3 RevOps roles open and 6 regional instances usually means the board pack takes a reconciliation week. We qualify and research every account once, then write it back to each instance...
Owns the revenue stackYes. Job description and the org chart place revenue systems spend under her.
24 July, 2026 14:32Source and reasoning
Consolidation mandateYes. Named owner of the 6-instance Salesforce consolidation in the CTO's Q2 letter.
24 July, 2026 14:32Source and reasoning
Recently active on data qualityYes. A LinkedIn post on CRM hygiene from 12 Jul drew 240 reactions.
24 July, 2026 14:32Source and reasoning
The seller handoff
Put the research to use in your next conversation
Give sellers useful preparation alongside the people they are working with. The contact record brings research, approach and prepared outreach together, so a rep can review the context and choose what to use. Sources appear where the research includes them.
Qualification agent - run overview
a1f4c9e2-8d31-4b77-9f02-6c5ea3b81d4e
423.5 credits used
Click any step for results & setup
Account Qualification Agent
12812152
4 min 12 s423.5 credits
79 ICP yes49 ICP no
100%
Account Qualification Agent
Checks whether the account fits your ICP
Results
128All123New this run5Reused
ICP Qualification
Yes - 79 (62%)No - 49 (38%)
Qualification Agents
Business activity121
Operates its own production sites121
Holds ISO 9001 certification79
Breakdown per vertical
Manufacturing › Industrial Automation44
Manufacturing › Packaging and Materials21
Manufacturing › Automotive Suppliers14
Setup
VerticalsAll
Website finderEnabled
Skip already-qualified accountsDisabled
Per-record breakdownClose
Run visibility
See what ran before changing the process
Follow the result before choosing what to change. The run report shows the workflow graph and the selected step's results or setup. Use that detail to decide where your configured process needs attention.
Eva, anywhere
Your team works with Eva anywhere, not only in Evergrowth
It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.
Slack
Microsoft Teams
ChatGPT
Claude
Microsoft 365 Copilot
⌕ Search Northstar
N
Home
DMs
Activity
Later
More
Northstar
Threads
Drafts & sent
⌄ Channels
# account-planning
# sales
# general
⌄ Direct messages
Eva
SV Sara V.
＋ Add teammates
Eva
SV
Sara V.10:42
What do we know about Acme Corp, and where should we focus?
✅ 1
EvaAPP10:42
2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme Corp
🪙 This answer used 1 credit (2 tool calls)
⌕ Search (Ctrl+Alt+E)
T
Activity
Chat
Calendar
Calls
Apps
Chat
Unread Channels Chats
Favourites
Eva from Evergrowth
SV Sara V.
Teams and channels
⌄ Revenue team
# Account planning
# General
Eva from EvergrowthChat
10:42
What do we know about Acme Corp, and where should we focus?
Eva from Evergrowth10:42
🛠 2 tool calls · 1 credit
The workspace research points to a RevOps-led consolidation project.
This answer used 1 credit (2 tool calls)
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Open in Evergrowth
In Slack and Microsoft Teams
In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams
ChatGPT5Account executive
What do we know about Acme Corp, and where should we focus?
Evergrowth
EvabyEvergrowthNorthstar
Eva's work· 2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme CorpAccount recordOpen
Answered by Eva in EvergrowthOpen Evergrowth
Ask anything
CopilotAutoSDR
Help me prepare for a conversation with Dana Whitfield at Acme Corp.
Question to askWhere is reconciliation slowing the team?
Answered by Eva in EvergrowthOpen Evergrowth
The answer is being provided in the Evergrowth panel.
Message Evergrowth
Find RevOps contacts workflowRevOps
Run our saved “Find RevOps contacts” workflow on Acme, Northwind and Contoso.
Evergrowthask_eva
EvabyEvergrowthNorthstar
Eva's work· 2 steps
Review this run
WorkflowFind RevOps contacts
SettingsUp to 2 contacts/account · low effort
Contact detailsEmail on · phone off
Estimated execution: 6 credits, plus credits for each new verified email. Conversation usage is separate.
Shall I run it?
Answered by Eva in EvergrowthOpen Evergrowth
Eva is asking you to confirm the run in the Evergrowth panel.
Reply
Opus 5.5 Medium
In ChatGPT, Claude and Copilot
The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot
ARIS turned its GTM context into team adoption
ARIS embedded Evergrowth into its GTM enablement strategy. Its teams configured custom research agents and workflows, supported by workshops, regional webinars and onboarding.
“Once we uploaded our value proposition, ICPs, and personas, Evergrowth could begin finding the right contacts and surfacing buying signals for account-planning.”
Built niche Research Signal Agents (e.g. on-prem vs SaaS buyers)
Global rollout
Structured training, regional webinars, and onboarding embedded
What your security team will ask
Never used to train models
Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.
Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
You control retention
If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.
Eva
IBP: Yes
Slack
Microsoft Teams
ChatGPT
Claude
Evergrowth
