Deals

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Overview

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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

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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

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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

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Deal Lifecycle

1. Import: Deal data flows in from CRM and other sources
2. Analysis: AI processes all available information
3. Insight Generation: Key findings and patterns identified
4. Team Review: Optional validation and refinement of insights
5. Learning: Insights feed back into future analysis and enablement

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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

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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