Overview
Deals are the core unit of analysis in Hindsight. Every deal becomes a rich source of intelligence about buyer behavior, competitive dynamics, and success factors that drive your revenue.Deal Structure
- Basic Info: Name, amount, stage, owner, close date
- Contact Data: Decision makers, influencers, and stakeholders involved
- Activity History: Calls, emails, meetings, and other touchpoints
- Analysis Results: AI-generated insights, scores, and recommendations
Data Sources
- CRM Integration: Automatic sync of deal properties and history
- Call Recordings: Transcripts and analysis from Gong, Chorus, or other tools
- Email Communication: Relevant email threads and communication patterns
- Meeting Notes: Manual notes and observations from sales activities
- Documents: Proposals, contracts, and other deal-related materials
Analysis Dimensions
- Decision Drivers: Key factors influencing the buyer’s decision
- Competitive Context: Which competitors were involved and how
- Feature Discussions: Product capabilities that mattered to the buyer
- Custom Metrics: Business-specific scoring dimensions
- Relationship Quality: Strength of stakeholder relationships
Deal Lifecycle
- Import: Deal data flows in from CRM and other sources
- Analysis: AI processes all available information
- Insight Generation: Key findings and patterns identified
- Team Review: Optional validation and refinement of insights
- Learning: Insights feed back into future analysis and enablement
Setup Requirements
- CRM Connection: Salesforce, HubSpot, or other CRM integration
- Data Quality: Clean, consistent deal data in your CRM
- Activity Tracking: Call recordings, emails, and meeting notes
- Team Training: Sales team understands how their data is analyzed
Best Practices
- Complete Data: Ensure all deal activities are captured
- Consistent Naming: Use standardized deal naming conventions
- Regular Updates: Keep deal stages and close dates current
- Rich Context: Include detailed notes about buyer conversations