Sales teams know the pain of stale deals all too well. Long periods of inactivity, missing decision-maker engagement, or a lack of clarity on next steps can cause promising opportunities to lose momentum and ultimately fail. But what if you could identify these risks before they stall your deals?

We’re excited to introduce Deal Insights, a feature designed to help sales teams maintain momentum and focus on closing deals faster and more effectively. Built with direct input from real sales teams, this solution leverages AI to remove manual effort and provide clear, actionable insights.

Here is a quick preview:

What Deal Insights Does

With Deal Insights, salespeople and their leaders can:

• Spot Risks Early: The AI automatically flags inactive deals, lack of decision-maker engagement, and other common issues. These insights are surfaced before deals lose momentum, allowing you to take action quickly.
• Stay on Top of Long Sales Cycles: Long deal timelines mean juggling multiple stakeholders, updates, and strategies. Our feature consolidates and analyzes notes, emails, and meeting transcripts to ensure your deals stay on track—without requiring manual updates from your team.
• Focus on Qualified Opportunities: By identifying stale or unqualified deals early, teams can focus their energy on the opportunities most likely to convert, saving time and increasing efficiency.
• Improve Deal Velocity: Faster, more efficient deal progression means reduced cycle times and more revenue for your team.

How It Works

Deal Insights is powered by our AI engine, which integrates directly with your CRM. Here’s how it helps:

1. Risk Detection: It scans email conversations, meeting transcripts, and CRM notes to detect signs of deal stagnation, like extended periods of inactivity or incomplete information.
2. Prioritized Actionable Insights: The feature highlights high-priority risks, such as missing decision-makers or unclear next steps, and suggests actions to get deals moving again.
3. Seamless Integration: All insights and recommended actions sync directly with your existing workflow, so your team can stay focused on selling instead of administrative tasks.

Why It Matters

We built this feature to address a common challenge: sales teams often struggle to manage deals over long cycles, leading to frustration, inefficiency, and lost opportunities. Our goal is to take this burden off your team, so they can focus on selling smarter and delivering better customer experiences.

What’s Next?

At the time of writing this, Deal Insights is already live with the first users, and we’re continuously improving its functionality based on your feedback.

If you made it this far, chances are that we struck a nerve and if that is the case, I'd be happy to jump on a call with you to see what issues you are experiencing with your deal flow. Feel free to grab a free slot here.