Deal strategy

Turn scattered deal context into clear next steps.

Overview

Get a concise, accurate deal readout and actionable recommendations to move forward. Deal strategy pulls from your internal systems and playbooks to synthesize what matters, then collaborates with you on positioning and next steps. Designed for sales teams that want faster, better-informed deal execution without manual digging.

See it in action

Capabilities

Produces a crisp deal summary with stakeholders, timelines, and key factors that matter now.
Surfaces concrete action items tied to success criteria and checkpoints so reps can maintain momentum.
Combines CRM activity, call insights, and competitive context to inform positioning and next steps.
Reflects learnings from prior wins and losses to help AEs avoid pitfalls and double down on what works.

Example output

Deal basics

500 seats in play; TCV $380,000; ARR $96,000; 2,100 employees; renewal target Nov 15, 2025.
Quick win: finalize Jira and Confluence connector setup this week to unlock ML-powered search.
Differentiators to anchor on: trusted partner references and measurable productivity gains in support.

Stakeholders:

Customer: Priya Shah, CTO; Chris Alvarez, Sr. Director IT; Morgan Tate, VP Finance
Acme: Jamie Rivera, account owner; Dana Wu, solutions engineer

Action items:

Complete Jira and Confluence connector setup; confirm full indexing by end of week.
Enable customer success and support teams on Acme; track reduction in average handle time weekly.
Schedule on-site working session with cross-functional stakeholders.