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.Documentation Index
Fetch the complete documentation index at: https://docs.usehindsight.com/llms.txt
Use this file to discover all available pages before exploring further.
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:
- Salesforce or HubSpot: Automatic deal import and analysis. See Salesforce Integration HubSpot Integration
- Gong, Clari, Outreach, Fathom: Sales call transcription and insights. See Gong Integration
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
- Features: Define product capabilities to track across deals
- Decision Drivers: Set up factors that influence buying decisions
- Competitors: Add competitors for automatic mention detection
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
- Automate recurring analysis tasks
- Set up triggers based on deal events
- Schedule regular reports and updates
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.
