CLIENT
European services group
YEAR
2026
RESULT 01
+18%
pipeline velocity
01 · CHALLENGE
What had to change.
Customer context was fragmented between CRM records, inboxes, call notes and personal documents. Preparation was slow and follow-ups were inconsistent.
02 · SYSTEM
What we built.
Meridian assembled one verified account memory and ranked the actions most likely to move each opportunity forward.
03 · IMPACT
What moved.
Commercial teams prepare faster, keep promises visible and work from the same account truth across desktop and mobile.
WHAT WE SHIPPED
A working application, not a prototype.
Every project becomes a secure, editable product designed for the roles that use it every day.
01
↗
Account memory
Connects meetings, emails, proposals and CRM activity into one chronological view.
02
↗
Next-best action
Surfaces the most useful follow-up with evidence, owner and timing.
03
↗
Meeting brief
Generates a concise sourced brief before every important customer conversation.
04
↗
Permission model
Each role sees only the sources, decisions and actions it is allowed to use.
05
↗
Source architecture
Connectors, documents and operational records remain linked to their origin.
06
↗
Human validation
Important actions stay reviewable, traceable and under the team’s control.