Performance dashboard
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Why We’re Here
Cyara is at a strategic inflection point — and the window is now.
Manual processes suppressing speed, scale, and consistency
Cyara has the tools. It has the rockstar team. Now it needs coherence.
The opportunity is to transform fragmentation into a unified, intelligent, self-improving growth engine.
Strategic Architecture:
Technology Overview: Orchestration Layer & Agent Ecosystem
Risks & Mitigations
Adoption & Change Management Risk
Risk: New workflows and tools may require behavioral change across GTM teams.
Mitigation: Tech-led adoption approach that reduces effort for all teams, rapid early wins through the SDR Agent, clear benefits communicated to each role, and alignment sessions to ensure shared understanding.
Fragmented GTM Processes & Tool Sprawl
Risk: Current GTM workflows span multiple tools and teams, creating complexity and inconsistent handoffs.
Mitigation: AI Orchestration Layer to unify signals, streamlined workflows, standardized processes, and coordinated multi-agent automation.
North America Pipeline Growth Challenge
Risk: NA pipeline requires greater outbound and ABX scalability to meet growth expectations.
Mitigation: NA-first prioritization logic, SDR Agent activation focused on NA accounts, and ABX + outbound personalization to amplify pipeline creation.
AI & Data Compliance Constraints
Risk: Integrating AI into existing systems requires careful adherence to data governance and platform constraints.
Mitigation: No-PII AI architecture, clear boundaries between systems and models, auditability of all AI outputs, and compliance-by-design engineering.
Data Quality & Governance Variability
Risk: Some GTM data sources (event data, intent signals, enrichment) may be inconsistent or incomplete.
Mitigation: Automated enrichment, event data standardization, improved segmentation and classification, and dashboards to monitor ongoing data hygiene.
Cross-Functional Alignment Risk
Risk: Marketing and Sales currently operate with different workflows and levels of visibility into the funnel.
Mitigation: Shared dashboards, unified scoring and prioritization logic, clearly defined handoffs, and a governance model establishing joint ownership.
Transformation Fatigue / Tool Overload
Risk: Teams already juggle multiple tools, and added changes may feel overwhelming or disruptive.
Mitigation: Phase-based rollout (3, 6, 12 months), focus on removing manual work before adding new workflows, day-one value demonstrations, and prioritizing automations that reduce workload rather than increase it.
AI Output Quality & Trust
Risk: Early AI outputs may be questioned if they feel generic, inconsistent, or insufficiently tailored.
Mitigation: LOGIQ reasoning for transparency, continuous feedback loops, persona/vertical-specific outputs, and iterative refinement based on real usage.
Delivery Across a Complex Stack
Risk: Connecting SFDC, Marketo, 6sense, ZoomInfo, Clay, Reggie, Influe2, and Gong introduces integration complexity.
Mitigation: Modular, API-first orchestration layer; phased integration schedule; isolated microservices for each agent; and monitoring to ensure stability.
3P Approach
What Coka clients are saying
Coka centralized our marketing data and built a dashboard that automated all our reporting. We now get real-time insights and recommendations that save hours each week and accelerate smarter growth.
Chief Product Officer - ThriveCart
Outcomes-Based Partnership (OBP)
A framework that aligns value, reduces risk, and supports phased discovery.
Partnership Principles
Shared ownership of outcomes
Transparent KPIs and measurement
Low-risk start, scalable upside
Near-Term Outcomes
Rapid discovery to validate scope
Early proof points
Alignment on highest-ROI opportunities
Commercial Approach
Base: Funds discovery + foundational work
Outcomes: Tied to agreed metrics after scoping
Governance
Joint steering committee
Monthly checkpoints
Go/no-go gates based on validated results
Why OBP Works
Avoids over-scoping too early
Ensures investment follows demonstrated value
Builds confidence and alignment across teams
















