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Get your deal intelligence system up and running by connecting your sales tools, configuring decision drivers, setting up features, and importing your deals for analysis.

Connect Integrations

Connect your sales tools to automatically import deals, calls, and customer data. Hindsight integrates with all major CRM and sales platforms. Popular Integrations:

Customize Analysis

Tailor Hindsight’s analysis to match your business needs.Add Custom Answers & Metrics from Library:
  • Browse our pre-built library of answers and metrics
  • Select the insights most relevant to your sales process and win-loss objectives
  • Customize how data is extracted and displayed
Optional: Add Your Own Tags (We’ll Auto-Detect):
  • Features: Define product capabilities to track across deals
  • Decision Drivers: Set up factors that influence buying decisions
  • Competitors: Add competitors for automatic mention detection
Hindsight will automatically detect and tag these elements in your deal conversations.

Run Recipes & Create Workflows

Put your insights into action with recipes and automated workflows.Recipes:
  • Run pre-built analysis recipes on your deals
  • Generate battlecards, reports, and competitive insights
  • Extract specific data points across multiple deals
Workflows:
  • Automate recurring analysis tasks
  • Set up triggers based on deal events
  • Schedule regular reports and updates

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What’s Next?

Analyze Deal Patterns

Analyze a deal to understand how Hindsight identifies key insights and trends.

Generate Assets

Create competitive assets like battlecards, comparison sheets, and objection handlers.

Win-Loss Interviews

Set up automated win-loss interviews to gather deeper insights from your deals.
For detailed information on deal analysis capabilities, see our Deal Reviews Guide.