Product
Deals and forecasting
Deal risk, next steps, coaching scorecards and forecasts, built from what buyers said on calls and in email.
Deal intelligence and coaching
- Deal-risk flagsgoing cold relative to the expected pace for the stage, champion gone quiet, inactive contact, job-change risk, unanswered prospect email, ghosting, stalled next steps, missing decision maker, weak urgency.
- Configurable risk thresholds per stagea flag clears itself when the buyer replies.
- Stalled-deal recoveryfind deals with no activity in N days and draft a recovery note from the last call and business logic.
- Infer and move deal stage from conversation signals (confirmed next steps, urgency, silence, exit criteria) under user-defined rules.
- Record suggestions (a contact who keeps appearing isn't on the deal; a new lead matches an existing contact).
- Methodology scoringMEDDPICC evaluation per deal with a dedicated reasoning pass; 3 WHYs; methodology field autopilot.
- Single-threading auditmissing roles, dormant champions, weak executive access, owner concentration.
- One next step per deal, learned from what won deals did at the same stage.
- Close plan and mutual action plan generation.
- Value sellingbusiness value assessment, value hypotheses and value pyramids.
- Call coaching scorecards by stage (discovery, objection handling, next steps), AI coaching score, team performance and competency reviews.
- AI roleplay practice for reps, in chat.
- Win/loss analysis and deal diagnosis explaining why deals slip.
- Auto-created Slack deal rooms and account rooms that route key moments, risks and updates to sales, CS and leadership.
- Pipeline-review agent on a schedule per AE, and the same review on request in chat.
- Sales-play recommendations and enablement-content curation.
Forecasting
- Forecast roll-ups with manager overrides.
- Evidence-based commit test. Each commit must meet six conditions in the buyer's own wordsconfirmed intent, engaged economic buyer, agreed price and scope, dated close plan, procurement or legal started, close date in period. Produces two independent numbers (category roll-up with slippage haircut; stage-weighted from own win rates), conservative/expected/optimistic, flags dates pushed twice, and tracks accuracy against actuals.
- Forecast submissions (rep and manager roll-up calls), pipeline snapshots and deal change history.
- Scenario forecasting from micro and macro trends.
- AI forecast rebuilt from call and deal evidence.
- Weekly pipeline digest per AE posted before stand-up, plus CRO and executive briefs.
- Pipeline coverage, slipped deals, stage velocity, win rates, and ARR split into new business and expansion.
- Territory management and assignment by vertical and geography.
- Quota setting and capacity planning.
Other areas
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