Less than you'd think. The only must-haves are a customer ID and a history of orders (dates and amounts). If you've got two or more years of sales history exported from your accounting, ERP, or CRM, that's enough to get a full picture. More detail (product lines, salesperson, region) makes the analysis richer, but you can start with the basics and layer in the rest later.

5 years of data is ideal but not required.

We do the set up for you. We upload a sales export provided by you, confirm how the columns map (the system auto-detects most of it), and run the analysis. If you need help determining what information is needed, we walk you through it. There's no IT project, no servers to stand up, and nothing to install. Most clients are looking at their own data the same day they send it over.

Yes. SOAR Elevate works from a standard export, so anything that can produce a CSV or Excel file will do, and that's basically every ERP, CRM, and accounting system out there. We don't need a live API connection or direct access to your systems to get started. If your data comes out in an odd shape, the import step is built to handle messy real-world files.

You get insights right away. The scoring, decline and win-back detection, and growth recommendations show up as soon as your data is analyzed. Actual revenue results follow once your reps start working the opportunities the system surfaces, which is usually a matter of weeks, not quarters, because it points them at specific accounts and specific actions instead of "go sell more."

Those are blank canvases. You (or a data analyst) build the dashboards, decide what to measure, and figure out what it all means. SOAR Elevate comes with the analysis already done. It scores your customers, finds the ones quietly slipping away, sizes your share-of-wallet gaps, and then tells each rep which accounts to call and why. BI tools show you charts. SOAR Elevate shows you the analysis and hands your team a to-do list.

Yes. Each client's data is kept isolated in its own secure environment, it's never shared with other clients, and it's never used to train public AI models. It's your data, used only to run your analysis. We're glad to walk your IT or security team through exactly how it's stored and protected.

No. All we need is an export (and we can tell you what fields we need). SOAR Elevate’s analysis happens under the hood. Your people just act on what it finds.

That's normal, and the import step expects it. The system flags gaps, fills in what it safely can, and is upfront about anything it can't determine rather than guessing. You don't need to clean everything up before you start.

SOAR Elevate is built around what a salesperson actually needs: which accounts matter, which are at risk, and what to do about them. There is no query language and no report-building.

Absolutely, and we'd encourage it. Loading your real sales history and seeing your own customers ranked and your own at-risk accounts surfaced is the fastest way to know if this is worth it. You don't have to take our word for what it'll find.

Every score and recommendation traces back to your actual sales numbers, not a black box. You can drill into any customer and see the revenue history, the trend, and the reasoning behind the call. SOAR Elevate helps explain and prioritize, but the math underneath is yours to check.