AI Neural Network
LATAM SALES TRANSFORMATION 2026 -- Q3 QBR LATAM SALES TRANSFORMATION 2026 -- QBR Q3

Scaling the
Platform Suite.
Escalando la
Plataforma Completa.

From Utopia to Helix. From methodology to revenue platform. Standardizing the framework to capture the $7.2MM untapped SASE + AI opportunity across LATAM. De Utopia a Helix. De metodologia a plataforma de revenue. Estandarizando el framework para capturar la oportunidad de $7.2MM en SASE + AI a lo largo de LATAM.

PRESENTER
Ivan Anguiano
ROLE
Sr. Platform SA
DATE
July 7, 2026
SLOT
5:00 PM CST
01 -- FROM UTOPIA TO HELIX 01 -- DE UTOPIA A HELIX

Q2 was the framework.
Q3 is the revenue platform.
Q2 fue el framework.
Q3 es la plataforma de revenue.

Utopia Framework (15 verticals) evolved into a closed-loop platform. Every account flows through 4 stages -- from prospection to executed revenue. El Framework Utopia (15 verticales) evolucionado en plataforma de ciclo cerrado. Cada cuenta fluye por 4 etapas -- de prospeccion a revenue ejecutado.

01 -- PROSPECTION 01 -- PROSPECCION
territory-planning
Account prioritization across MX / BR / MCR. Named + Enterprise ranking by propensity, coverage gap, expansion signals. Priorizacion de cuentas en MX / BR / MCR. Ranking Named + Enterprise por propensity, brecha de cobertura, senales de expansion.
Quarterly territory plan Plan de territorio trimestral
02 -- INTELLIGENCE 02 -- INTELIGENCIA
helix-customer-360
11-phase account intel. Lighthouse + Salesforce + Wiki + Backstage unified. 9 personas, 3 languages. Intel de cuenta en 11 fases. Lighthouse + Salesforce + Wiki + Backstage unificados. 9 personas, 3 idiomas.
~2-3 days per account ~2-3 dias por cuenta
04 -- EXECUTION 04 -- EJECUCION
helix-moonshot
MEDDPICC scoring, technical validation, Trust Advisor artifacts. Measured against real ACV outcomes. MEDDPICC scoring, validacion tecnica, artefactos Trust Advisor. Medido contra resultado real de ACV.
Q2 FY26: ~$6M LATAM closed · Q3 target $7.3M Q2 FY26: ~$6M LATAM cerrado · Q3 target $7.3M
03 -- STRATEGY 03 -- ESTRATEGIA
utopia-assistant
Master Plan across 15 verticals. Persona playbooks + vertical intelligence + competitive kill points. Master Plan en 15 verticales. Playbooks por persona + inteligencia vertical + competitive kill points.
90% less prep time 90% menos tiempo de prep
↻ Closed loop · Execution outcomes feed next quarter's prospection ↻ Ciclo cerrado · Resultados de ejecucion alimentan la prospeccion del siguiente trimestre
02 -- PLATFORM SUITE IN ACTION 02 -- LA PLATFORM SUITE EN ACCION

Not a product deal.
A platform commitment.
No un deal de producto.
Un compromiso de plataforma.

One real account driving each solution domain. This is Commodity vs Platform in practice. Una cuenta real impulsando cada solution domain. Esto es Commodity vs Platform en la practica.

🌐
APPLICATION SERVICES APPLICATION SERVICES
WAF replacement -- displacing Imperva across the largest bottler in LATAM. Reemplazo de WAF -- desplazando a Imperva en el bottler mas grande de LATAM.
+ Roshfrans, Atracciones America, Xcaret + Roshfrans, Atracciones America, Xcaret
🔒
SASE / ZERO TRUST SASE / ZERO TRUST
ZT + AI Security upsell -- full replacement of legacy VPN + NAC stack. Upsell ZT + AI Security -- reemplazo total del stack VPN + NAC legacy.
+ Agunsa, Orbit Core, Inchcape + Agunsa, Orbit Core, Inchcape
📄 View Helix 360 Intel → Ver Helix 360 Intel →
DEVELOPER PLATFORM DEVELOPER PLATFORM
Workers + R2 + KV + Images + OpenNext -- Salesforce integration via edge compute. Workers + R2 + KV + Images + OpenNext -- integracion con Salesforce via edge compute.
+ Cinepolis, Ituran, Aarin + Cinepolis, Ituran, Aarin
🤖
AI SECURITY AI SECURITY
Firewall for AI + API Shield -- regional bank + hospitality leader adopting AI-native security. Firewall for AI + API Shield -- banco regional + lider hospitality adoptando seguridad AI-native.
+ Farmacias del Ahorro, Nuvemshop + Farmacias del Ahorro, Nuvemshop
🌍
NETWORKING NETWORKING
DNS + WiFi + Starlink -- inflight connectivity for a Tier-1 LATAM airline. Mission-critical. DNS + WiFi + Starlink -- conectividad in-flight para aerolinea Tier-1 de LATAM. Mission-critical.
Panama · Airlines vertical Panama · Vertical Airlines
📧
EMAIL SECURITY EMAIL SECURITY
Government-wide Email Security PoC -- Zimbra compatibility validation, Negotiation stage. PoC de Email Security a nivel gobierno -- validacion de compatibilidad Zimbra, en Negotiation.
Bitso (AI Gateway) Closed Won -- proof of platform sell Bitso (AI Gateway) Closed Won -- prueba de venta de plataforma
🎬
STREAM + EDGE STREAM + EDGE
Workers + Stream + R2 -- rebuilding the digital experience on Cloudflare edge. Entertainment giant. Workers + Stream + R2 -- reconstruyendo la experiencia digital en el edge de Cloudflare. Gigante de entretenimiento.
Mexico · Entertainment vertical Mexico · Vertical Entretenimiento
🛒
DEV PLATFORM + AI SEC DEV PLATFORM + AI SEC
API Shield + Workers -- LATAM e-commerce SaaS platform. Multi-domain upsell from single product entry. API Shield + Workers -- plataforma SaaS de e-commerce LATAM. Upsell multi-dominio desde entry single product.
Brazil · E-commerce SaaS vertical Brasil · Vertical E-commerce SaaS
📊
DDoS + LOGPUSH DDoS + LOGPUSH
DDoS L3-7 + Logpush -- derivatives exchange securing high-frequency trading infrastructure. DDoS L3-7 + Logpush -- exchange de derivados asegurando infra de trading de alta frecuencia.
Global · FinTech / Crypto vertical Global · Vertical FinTech / Crypto
03 -- Q2 FY26 PIPELINE PROGRESSION 03 -- PROGRESION DE PIPELINE Q2 FY26

Pipeline moved.
Coverage expanded.
Pipeline movido.
Cobertura expandida.

Q2 promise: standardize Utopia across MX/BR/MCR. Q2 delivery: $2.32M ACV moved, 38 DSRs, Bitso Closed Won, 5 solution domains covered. Promesa Q2: estandarizar Utopia en MX/BR/MCR. Entrega Q2: $2.32M ACV movido, 38 DSRs, Bitso Closed Won, 5 solution domains cubiertos.

LATAM Q2 FY26 TEAM RESULT RESULTADO EQUIPO LATAM Q2 FY26
~$6M closed · 300+ deals · 9 deals > $100K ACV ~$6M cerrado · 300+ deals · 9 deals > $100K ACV
$2.56M
MCR
$2.02M
Brazil
$1.4M
Mexico · EXCEEDED forecast Mexico · EXCEDIO forecast
My SA contribution inside that team result: Mi contribucion como SA dentro de ese resultado:
$2.32M
ACV Moved Forward ($2,319,455) ACV Movido ($2,319,455)
38
DSRs Delivered DSRs Entregados
7
Active Opps Advancing Opps Activas Avanzando
5
Solution Domains Covered Solution Domains Cubiertos
$260K
New Pipeline Created ($260,131 -- 2 DSRs) Pipeline Nuevo Creado ($260,131 -- 2 DSRs)
Bitso
AI Gateway Expansion -- 600 seats, 170TB Expansion AI Gateway -- 600 seats, 170TB
39
JOVI Commands Comandos JOVI
56
Workers Deployed Workers Desplegados
04 -- Q3 ACTIVE PIPELINE 04 -- PIPELINE ACTIVO Q3

22 accounts.
10 countries. One methodology.
22 cuentas.
10 paises. Una metodologia.

Active DSRs on open opportunities across LATAM — every engagement instrumented with helix-customer-360 intelligence. DSRs activos en oportunidades abiertas por todo LATAM — cada engagement instrumentado con inteligencia helix-customer-360.

Account Product Producto Stage Forecast Close Cierre
🇲🇽 MEXICO 10 accounts
Atracciones America ★ Play Do It App Sec Negotiation Commit Aug 28
Arca Continental WAF (vs Imperva) Solution Design Best Case Nov 24
Grupo Xcaret API Shield + AI Qualification Best Case Aug 10
Cinepolis R2 + Workers AI Solution Design Best Case Sep 30
Farmacias del Ahorro CF Sec AI Discovery Upside Oct 15
Roshfrans WAF Solution Design Upside Aug 14
Grupo Ultra ZT + AI Security Discovery Best Case Dec 21
Aarin.dev AI Gateway Discovery Best Case Aug 26
Ituran Mexico Workers Discovery Best Case Mar 2027
Grupo Aeromexico App Performance Pre-Pipeline Omitted Jul 31
🌎 MCR + CARIBE 5 accounts
MICITT Costa Rica Email Security Negotiation Upside Sep 10
Claro Ecuador Magic Transit Discovery Best Case Oct 30
Banco Pichincha CORE Platform Discovery Best Case Oct 2
BCIE Regional Bank Firewall for AI Discovery Best Case Oct 30
Copa Airlines DNS + WiFi + Starlink Solution Design Upside Sep 25
🇧🇷 SOUTH AMERICA + GLOBAL 7 accounts
Apuesta Total KURAX Workers + R2 + OpenNext Negotiation Upside Aug 21
Nuvemshop AI Gateway Solution Design Best Case Aug 9
Inchcape Colombia ZT → AI Security Proposal Upside Mar 27
Jaramillo Mora AI Security Qualification Upside Oct 30
Agunsa ZTNA + Shadow AI Solution Design Upside Dec 8
Orbit Core ZTNA Upsell Proposal Upside Sep 30
dYdX Operations DDoS + Logpush Proposal Upside Nov 11
05 -- THE ASK 05 -- EL ASK

Commodity vs Platform:
No account without intel.
Commodity vs Platform:
Ninguna cuenta sin inteligencia.

Right Door. Right Moment. From chaos to clarity: standardize the practice for Enterprise and Named accounts with commit. Right Door. Right Moment. Del caos a la claridad: estandarizar la practica para cuentas Enterprise y Named con commit.

1

Intel Before Engagement Inteligencia Antes del Engagement

No Enterprise or Named account is touched without a helix-customer-360 run first. Products, usage, contract dates, health signals -- studied before the first meeting. 90% less prep time. Ninguna cuenta Enterprise o Named se toca sin correr helix-customer-360 primero. Productos, uso, fechas de contrato, senales de salud -- estudiadas antes de la primera reunion. 90% menos tiempo de prep.

2

Right Door, Right Moment Right Door, Right Moment

Every commit deal loaded into helix-moonshot before Stage 2 (Discovery). Persona-specific playbooks, vertical intelligence, competitive kill points -- instrumented per deal, not per SA memory. Todo deal con commit cargado en helix-moonshot antes de Stage 2 (Discovery). Playbooks por persona, inteligencia vertical, competitive kill points -- instrumentados por deal, no por memoria del SA.

3

Homologated Execution: MX / BR / MCR Ejecucion Homologada: MX / BR / MCR

One methodology across all three sub-regions. Helix as the standard for Enterprise + Named with commit. Not optional -- the regional operating model to capture the $7.2MM SASE + AI opportunity. Una metodologia en las tres sub-regiones. Helix como estandar para Enterprise + Named con commit. No opcional -- el modelo operativo regional para capturar la oportunidad de $7.2MM en SASE + AI.

🎯

Next Step: Adoption at July 14 SA Sync Siguiente Paso: Adopcion en el SA Sync del 14 de Julio

Present the platform live. Walk through helix-customer-360 for one Named account per SA. Set the Q3 rule: no untouched account is worked without prior intelligence. Presentar la plataforma en vivo. Ejecutar helix-customer-360 para una cuenta Named por SA. Establecer la regla Q3: ninguna cuenta se trabaja sin inteligencia previa.

1 / 6