Deal visibility & insights
Give leaders and teams instant clarity on what’s happening in every opportunity
4 articles
Quickly assess deals against your sales methodologyEvaluate deals against MEDDPICC, SPICED, or your custom framework - using context pulled from calls, emails, notes, and Salesforce data
One-click executive summariesDeliver clear, compelling executive summaries in seconds to drive alignment and accelerate decisions.
Capture accurate closed lost reasons with AIScratchpad auto-captures closed lost reasons from call transcripts and emails - backfilling past deals and updating future ones - so sellers gain more time to sell and Salesforce stays complete…
Run sharper deal reviews by surfacing risks earlySpot objections, blockers, and gaps early - with structured insights pulled directly from what customers actually said in calls, emails, and from Salesforce data.