About Descope

Descope is a customer identity and access management (CIAM) platform that helps companies build secure, seamless authentication into their applications. Founded by cybersecurity veterans with over 30 years of enterprise security experience, Descope has raised over $50 million and serves hundreds of customers, including Fortune 500 enterprises.

The challenge: fragmented GTM data, slow insights

As Descope scaled, Co-Founder and CRO Rishi Bhargava needed a faster way to understand the sales pipeline and drive decisions across a growing, fast-moving organization. Before WisdomAI, Descope’s data lived across multiple disconnected systems. Sales data was in HubSpot. Quoting data was in their CPQ system. Other signals sat in additional tools. Getting a complete picture meant pulling from each source separately, waiting for a data analyst to build a report, and then circling back days later for an answer that may already be outdated.

This created compounding problems for Descope:

• Diverse sales motions: With commercial and enterprise sales teams running different sales cycles in different market segments, Descope needed insights that could flex across both motions without requiring custom builds.

• Fast-paced decision making: In a competitive market, waiting days for a report meant acting on stale data. Decisions needed to happen in real time.

• Lean ops team: Without a large team, Descope needed something that worked without heavy staffing overhead.

• Scalable analytics constraints: As the company grew, so did the volume and complexity of their data. The team needed a solution that could scale with their growth and allow people across the organization to get insights and make good data-driven decisions.

  
  

Traditional BI tools and basic CRM reporting weren’t built to handle the aforementioned challenges. Descope needed something that could keep pace with how they actually worked.

"Wisdom AI brings data to my fingertips. It really democratizes the data, bringing me the power to go answer questions and move on with my day, rather than define your question, wait for somebody to build that report, and then get it in 5 days”

— Rishi Bhargava, Co-Founder & CRO, Descope

Conversational BI: AI-powered Chat and Dashboards

Descope implemented WisdomAI to unify their CRM and CPQ data into a single, queryable layer. The shift was immediate.

WisdomAI gave Descope four core capabilities:

1. Conversational BI:  Descope team members can interact with their data in plain English, no SQL, no analyst required. Anyone in the organization can ask a question and get an answer.

2. Federated insights across platforms: WisdomAI connected Descope’s CRM and CPQ systems, giving leadership a single source of truth for GTM insights instead of toggling between tools.

3. AI-powered dashboard creation: What used to take a data analyst 2–3 days to build could be done in minutes, complete with conditional formatting and color-coded pipeline views.

4. Infinite drilldown (follow-ups): WisdomAI enables Descope to look at the same data from multiple angles with follow-up questions informed by rich context of what was asked previously, and what matters as business conditions evolve.

“Prior to Wisdom, all of the data used to reside in different systems, whether it’s the CPQ system, CRM, HubSpot, or other sources. Post Wisdom, I have a single place to go ask all the questions.”

— Rishi Bhargava, Co-Founder & CRO, Descope 

Results

1. 90% reduction in report creation time: Dashboard creation went from 2–3 days to 2–3 hours. In some cases, minutes. That kind of turnaround used to require scheduling time with a data analyst, going through review cycles, and waiting.

2. Enhanced sales team performance: With instant access to pipeline metrics, deal sources, and rep performance, sales managers transformed their weekly cadence — spending less time chasing data and more time coaching the reps who needed it most.

3. More effective leadership reviews: WisdomAI is now the default dashboard for Descope's weekly founders call — giving leadership live answers to the questions that matter: active deals, rep trends, and marketing channel performance.

Aligned on a single source of truth with fast insights

Now, any GTM team member can go directly to the data. They get a weekly summary pushed to them automatically. If they want to dig deeper, they can ask a follow-up question on the spot. The right insight reaches the right person at the right time, without waiting for anyone else. And the benefits extend to the data team as well. With WisdomAI handling the routine ad-hoc query workload, Data Analysts at Descope have shifted their focus from reactive report building to more strategic analysis.

“I believe WisdomAI has completely transformed the way Descope looks at data and how much more productive we are as an organization.”

— Rishi Bhargava, Co-Founder & CRO, Descope