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Migration Guide · CI

Klue → PYRAMYD. Substrate change in 30 days.

A practical playbook for moving competitive intelligence from a document-centric Klue (or Crayon) deployment to a graph-grounded PYRAMYD workspace. Library port, integrations, KPIs, and the 30-day timeline.

30-day cutoverLibrary imports cleanlyHighspot / Seismic compatibleFrom $50K/yr

Why teams move

Klue's own data shows battle cards refresh every 60-90 days while competitors change material things every 11 days. The 6-to-8× mismatch is the structural failure of document-centric CI. PYRAMYD's substrate is a live graph, not a document library.

Source: Klue, State of Competitive Enablement 2024.

Side-by-side

Where the two approaches diverge.

DimensionKlue (document-centric)PYRAMYD (graph-grounded)
Battle-card refresh cadence60-90 days median (Klue State of CI 2024)Continuous via live signal graph + on-demand re-assembly
Competitor coverageFormal cards for 5-7 named competitors (Forrester 2024)All 251,835 products + 84 vendors in named categories typed in the graph; coverage is universal
Source of competitor dataAnalyst input + manual web research + customer-uploaded docs1,000+ live sources auto-ingested: G2, TrustRadius, GetApp, Capterra, SEC, Crunchbase, vendor changelogs, press, hiring
AE deal-stage querySearch the battle-card library for the closest pre-written contentAsk APEX: "In this deal vs Competitor B in Inventory Management at Acme Corp scale, what do I need to know?" — cited multi-hop answer in seconds
Win/loss feedback loopSeparate win/loss tool, manual entry, separate analytics layerWin/loss is an entity type in the same graph; patterns surface in the same workspace
AI substrateVector search over the document library + LLM summarizationGraphRAG over typed knowledge graph; 70-80% accuracy lift on multi-hop questions per Microsoft Research benchmark
Annual contract value$50K-$100K typicalFrom $50K — and replaces RFX + Product Ops tools at the same time

The 30-day timeline

Four weeks. Four phases.

Conservative timeline assumes existing Klue deployment with 5-7 named competitor cards and a Salesforce + Highspot integration footprint. Faster cutovers are routine on smaller deployments.

Week 1 — Discovery

  • Export current Klue battle-card library, competitor list, and stakeholder taxonomy
  • Map your top 25 named competitors against PYRAMYD's graph entity model
  • Identify the 3 highest-leverage categories where battle-card staleness is hurting deals most
  • Joint scoping call with PYRAMYD design partner success team

Week 2 — Library port

  • Import Klue battle-card library into PYRAMYD workspace (CSV or JSON export)
  • Tag library content against graph entities — competitor, product, capability, category
  • Wire HubSpot / Salesforce push so battle cards surface in deal stages where they currently surface in Klue
  • Train 3-5 power users on graph-grounded query patterns

Week 3 — Live graph cutover

  • Activate live signal feed across your top 25 competitors — releases, pricing, hiring, press, review sentiment
  • Build the first graph-grounded battle card for the most-deployed competitor (replaces the Klue-source equivalent)
  • Wire Slack alerts for material competitor changes (replaces the Klue 'newsfeed' Slack integration)
  • Run side-by-side test: AE queries the same deal-stage question in Klue and PYRAMYD; compare quality and recency

Week 4 — Cutover + Klue sunset

  • Migrate remaining named-competitor battle cards (5-7 typical, per Forrester 2024 data)
  • Disable Klue auto-publish to enablement tools (Highspot, Seismic, internal wikis)
  • Cancel Klue renewal at next contract date — typical 30-day notice clause
  • QBR alignment: Sales, CI, and Product Marketing on the new substrate; measure 30-60-90 day deal-stage win lift

Migration FAQ

What teams ask before they switch.

Do we lose our existing battle cards if we move?

No. The library imports cleanly into the PYRAMYD workspace. The cards become baseline content; the graph layer adds live signal-grounded supplements that don't go stale. Most teams keep their existing cards as 'human-edited' canonical positioning and let the graph layer generate the freshness-sensitive sections (recent releases, current reviews, last 30 days of news).

What if Klue is wired into our enablement tools (Highspot / Seismic)?

PYRAMYD ships connectors for both Highspot and Seismic. The migration replaces Klue as the upstream content source; the surfaces your sellers see (battle cards inside Highspot, etc.) keep working — they just point at PYRAMYD instead.

How do we measure success at 30/60/90 days?

We recommend three metrics: (1) battle-card freshness — median time-since-update on cards your sales team actually opens, (2) deal-stage CI usage — frequency of AE queries against live competitive context, (3) win rate against named competitors. Loopio's 2024 data shows live competitive intel drives 15-30% win-rate lift; we target the midpoint at the named-competitor segment by day 90.

What happens to our CI team's role?

It changes. Document-stitching work — building and maintaining battle cards manually — disappears. Strategic CI work — disruption-curve analysis, win-loss pattern identification, executive-level briefings — expands. Most teams see this as a positive transition. Some need to re-hire against the new job description.

Does this work for Crayon too?

Yes. The Crayon migration playbook is functionally identical — same library export pattern, same enablement-tool connectors, same 30-day timeline. We've run both with design partners. Reach out for the Crayon-specific brief if it applies.

Ready to start the cutover?

Book the 30-minute migration call. We'll walk through your Klue deployment, scope the library port, confirm enablement-tool compatibility, and set the cutover date.