RubyOrbit Priority AI (Internal Venture)
RubyOrbit is a Revenue Intelligence System designed to help teams move deals forward faster by removing guesswork from lead management. Developed entirely in-house by Datamart Labs, it focuses on decision-making and execution rather than traditional CRM data storage.
Key Results
What We Were Up Against
Most sales teams already have leads, tools, and workflows, but still struggle with prioritizing the right opportunities, knowing when to act, deciding what to say, and following up consistently. Traditional CRMs manage data, but they do not drive outcomes or tell reps what to do next.
Key Pain Points
- 1CRM data overload causing decision fatigue
- 2Unpredictable lead prioritization in large pipelines
- 3Inconsistent follow-ups resulting in lost opportunities
- 4Tools focus on data storage, not actionable insights
- 5Sales reps wasting time figuring out "what to say"
How We Solved It
We designed and built RubyOrbit as an AI-powered decision engine that turns lead data into clear, actionable plays. Instead of standard dashboards and reports, it provides a priority ranking of leads with explicit "Act Now" signals and pre-generated outreach messages.
Our Approach
- 1User research identifying core sales bottlenecks vs. traditional CRMs
- 2Architecting a real-time AI scoring engine for dynamic lead ranking
- 3Developing tactical playbooks matched to individual lead states
- 4Iterative private beta testing for UX refinement and feature validation
Key Features Built
- Dynamic AI-powered lead priority ranking
- Clear "Act Now" signals for urgent opportunities
- Tactical outreach playbooks per lead
- Ready-to-use LLM-generated messaging
- Automated follow-up cadence guidance
Technology Stack
"We built RubyOrbit because we saw clients struggling with CRMs that just stored data. We wanted a system that actively tells your team what to do next. That is the true power of Agentic AI."
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