Turn Pipeline Chaos into Actionable Insights

Narratic AI analyzes every deal interaction, giving your team a clear view of risks and suggested next actions to drive deals forward.

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Powering the Next Generation of B2B Revenue Teams

Meet Your New Superpowers

Qualify Deals with Precision

Our sales framework tool helps you systematically evaluate and progress opportunities using industry-standard or custom qualification criteria.

MEDDIC

Deal #1234: Acme Corporation

60% Complete

Metrics
Not Started
Economic Buyer
Confirmed
Decision Criteria
In Progress
Decision Process
Confirmed
Identify Pain
Not Started
Champion
Documented

Next steps:

  • Define and agree on success metrics with the client.
  • Clarify the client's decision criteria.
  • Conduct discussions to uncover the client's pain points.

Identify Risks Early to Accelerate Your Pipeline Vel

Proactively uncover potential obstacles at deal level and find recurring problems at pipeline level, enabling you to address issues before they impact your outcomes and drive more successful closures.

Risk Assessment

Identify and assess potential obstacles in the deal process

Lack of Engagement with Decision Makers
45 deals lost

Details

No meetings with CFO or other decision-makers.

Impact

High risk of deal stalling due to lack of executive buy-in.

Key Metric

0 meetings with economic buyer

High Deal Age with Slow Progression
35 deals lost
Undefined Decision Process
30 deals lost

Get AI-Powered Next Best Actions

Narratic AI analyzes your deals and provides personalized action plans with recommended next steps, helping you move opportunities forward faster and shorten your sales cycles.

Your Personalized Action Plan

Based on your current deals and activities

Follow up with John Doe from Acme Corp
High
Prepare slides for XYZ Inc
Medium
Schedule demo with Jerry
Medium
Update pipeline forecast
Low

Send the Right Content to the Right Person at the Right Time

Deliver the right content to the right audience at the right time, based on past interactions and preferences.

Smart Newsletter Distribution

Personalized content delivery for maximum engagement

Product Update
Ready to send

Recommended Recipients:

  • Clients who recently inquired about new features
  • Leads who showed interest in product demos
  • Partners involved in the beta testing program

Suggested Channels:

See If You're Talking to the Right People

Narratic AI analyzes stakeholder engagement throughout your sales process, helping you identify key decision-makers and optimize your engagement strategy.

Stakeholder Engagement Over Time

Last 6 weeks | Acme Corp

Decreasing engagement
Showing stakeholder interactions for Acme Corp

Remembering Details So You Don't Have To

Our time machine lets you go back through all your engagements to find relevant information that you need to make an informed strategic decision, segment your audience, or plan your next campaign.

First Contact

Interaction: Discovery Call

Client Feedback:

I like your automated invoicing system, but we need to ensure that it integrates with our existing ERP solution.

Rep Note:

The client is interested in the product but integration with their ERP (e.g., SAP) is a critical requirement for them to proceed.

7 Months Ago

Interaction: Follow-up after a trade show

Client Feedback:

We're still looking for a solution that integrates with our ERP, and none of your competitors have solved this for us yet. I enjoyed our conversation.

Rep Note:

The client's main pain point remains integration, but no direct competitor is mentioned, signaling an opportunity to close the gap. They're happy with the overall conversation and open to ongoing dialogue.

Today

Task: Segment Contacts

Action Plan:

The ERP integration will be released in Q4. Set a CRM property to track clients who mentioned ERP integration as a requirement, and prepare them for a product demo when ready.

Rep Note:

Segment this client in the CRM for targeted outreach once the feature is available. Tag them as high priority for early access.

Next Quarter

Result: Pipeline Prepared for Next Quarter

Action Plan:

Leverage the pre-segmented list of high-interest clients for ERP integration. Begin targeted outreach immediately, without the need to scramble for leads, ensuring a smooth start to the quarter.

Rep Note:

Thanks to the proactive segmentation and early preparation, we have a strong pipeline ready. Focus on nurturing these leads and converting early interest into full commitments.

Know What's (Actually) Happening in Your Pipeline

If the data exists, Narratic AI will uncover it and provide clear, actionable answers to your most pressing sales questions. Stay informed and make confident decisions without the hassle of searching.

Roadblockers & Objections

Understand objections across your pipeline

AI Integration
32 mentions
Mobile App
18 mentions

Industry Events

Know which topics affect which customers

Data Privacy
GDPR
Ransomware
Zero Trust

Intent Signals

Get a holistic view based on 1st-party data

Customers showing interest in:

  • Conducting competitive analysis
  • Dissatisfaction with current solution
  • Roadmap planning for new features

Conversation Overview

Analyze unstructured customer data

AI-powered analysis:

24 prospects talked about "Data Visualization"

18 customers inquired about "API Integration"

Sales Trends

Generate forecasts and insights on the fly

Q3 Forecast
+15%

Main driver: New AI feature launch

And Much More...

Discover additional insights and powerful features to supercharge your sales process.

Make Faster Decisions Through Instant Answers

No more digging through your systems and notes to find the information you need. Ask Narratic AI and get back to doing what you do best.

Get Actionable Insights

Just Write What Job You Want Done

Create custom jobs or use our recipes. We gather all the information that is missing and prepare the necessary steps to prepare your next decisions using easy-to-understand scores and metrics that you control.

Create Intelligent List

Describe your audience in plain language

Flag every contact that is in the same Industry as Acme Inc for which the content of this case study has a high relevance because we spoke about related topics in the last 3 months.

Infinite Data Managers at Your Fingertips

Your AI Agents never get bored analyzing your notes, transcripts, and messages. Because they are made of code and we put them in the cloud.

Data Capture Everywhere

Focus on strategy while customer interactions are automatically organized and made searchable.

Process Automation That Works

Set up workflows that adapt to how your team actually sells, instead of forcing their way of working.

Instant Pipeline Insights

Get immediate answers about any deal or trend without building reports or digging through notes.

Ready-to-use Playbooks

Start with proven workflows for common sales scenarios, then customize them to your exact needs.

Smart Engagement Timing

Know exactly when to reach out to which accounts, based on actual buying signals.

Getting Things Done Built-in

Turn insights into action with a proven next-steps system that keeps deals moving forward.

Unlock Revenue Growth

Experience New Levels of Sales Productivity