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:
  • Salesforce & HubSpot: Automatic deal import and analysis
  • Gong & Clari: Sales call transcription and insights
  • Slack: Receive insights and battlecards directly in your channels
Visit Integrations to connect your tools. For detailed setup instructions, check our integration guides:

Create Decision Drivers

Set up decision drivers - the key factors that influence your customers’ buying decisions. Choose from our pre-built library of 35 drivers or create custom ones.Navigate to Decision Drivers and click “Add Drivers” to:
  • Browse Pre-built Library: Instantly select from 35 curated drivers across 6 categories
  • Search & Filter: Find relevant drivers by category (Sales, Pricing, Product, etc.)
  • Bulk Selection: Add multiple drivers at once
  • Custom Drivers: Create industry-specific factors unique to your business

Add Features

Define the product features you want to track across deals and competitive analysis. Features help you understand what capabilities customers care about most.Go to Features to set up your feature catalog:
  • CSV Import: Upload up to 50 features at once using our template
  • Manual Creation: Add individual features with descriptions and categorization
  • Product Organization: Group features by product and product area
  • AI Detection: Features will be automatically detected in deal conversations

Import and Analyze Deals

Start importing your deals for AI-powered analysis. Hindsight will automatically extract competitive insights, decision drivers, and feature mentions.Import Options:
  • Automatic Import: Connected CRM deals sync automatically
  • Manual Import: Add specific deals for analysis
  • Bulk Upload: Import multiple deals at once
Once imported, Hindsight analyzes each deal to identify:
  • Competitor mentions and competitive dynamics
  • Decision driver sentiment and influence
  • Feature requests and pain points
  • Win/loss factors and patterns

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What’s Next?

Analyze Deal Patterns

Explore your deal analysis dashboard to understand win/loss patterns and competitive dynamics.

Generate Battlecards

Create competitive battlecards based on your deal intelligence and feature analysis.

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.