MCP connector · Sales intelligence

Tech stack and IT spend from HG Insights in every gameplan

Arrows uses Phoenix by HG Insights to read which technologies an account runs, what it spends on IT and cloud, and which contracts it holds. Agents bring that into pre-call briefs and gameplans, so reps know what they’re replacing and when budget opens up. It can also find and enrich contacts at the account.

Book an agent kickoff

How Arrows works with Phoenix by HG Insights

  • When a discovery call with a new account is on Google Calendar for tomorrow

    Read the account’s tech stack and IT spend in Phoenix by HG Insights and add them to the pre-call brief

    WorkingBrief readyRuns on its own

  • When the buyer says on a Grain call that their current tool’s contract is up soon

    Check Phoenix by HG Insights for that tool’s install history and contract details, and add the timing to the gameplan

    WorkingGameplan updatedRuns on its own

  • Every Monday, for each open deal

    Check Phoenix by HG Insights for new intent signals or tech stack changes at the account, and flag them on the Salesforce opportunity

    WorkingSignal flaggedRuns on its own

  • A rep asks Arrows what the buyer spends on tools like yours

    Read the account’s IT and cloud spend in Phoenix by HG Insights and add the numbers to the business case

    WorkingAnswer readyRuns on its own

You decide what runs on its own

Every Phoenix by HG Insights action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
Phoenix by HG InsightsExample settings
  • Read tech stack and install history
  • Read IT and cloud spend
  • Read intent and operating signals
  • Read contracts and firmographics
  • Search and enrich contacts
  • Search companies and the web

How Arrows connects to Phoenix by HG Insights

  1. In Arrows, open Connectors, then Marketplace, and choose Phoenix by HG Insights.
  2. Click Connect and sign in to Phoenix by HG Insights.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.

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Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call