You have data in your CRM: stages, activities, meetings. But that doesn’t mean you understand what’s actually happening in a deal.

Who is driving the decision?
What is blocking progress?
What needs to happen next for the opportunity to move forward?

Revenue Grid already helps answer part of this with True Pipeline and Deal Guidance, analyzing communication signals to reveal deal health and risks.

With this release, we expand that visibility in two directions.

Next Steps identify the strategic actions required to move a deal forward, not just post-meeting follow-ups. Contact 360 and Account 360 provide a multi-angle view of the buying group and deal progress, based on communications and CRM data.

What’s New

Next Steps

Add a strategic layer on top of action items to move the deal forward faster.
Sales conversations usually produce action items: send a deck, prepare a proposal, schedule a follow-up. But these tasks don’t always move the deal forward.

Revenue Grid distinguishes between Action Items and Next Steps.

Action Items are operational follow-ups after a meeting.
Next Steps are the actions required for a deal to progress to the next stage.

With this release, Revenue Grid automatically identifies Next Steps by analyzing communications, your sales methodology, and patterns from past successful deals. Examples include securing approvals, confirming client decisions, aligning stakeholders, or resolving blockers.

This helps teams focus on the actions that actually move deals forward, not just post-meeting tasks.

Contact & Account 360

Understand what’s happening with every stakeholder and across the entire account

Deals rarely depend on a single contact. Progress often involves multiple stakeholders, each with different priorities and levels of engagement.

Contact 360 provides a real-time view of each stakeholder, based on communications and CRM data.

This view highlights:

• Key blockers related to the contact
• Relevant Next Steps
• Communication activity and engagement

Instead of digging through emails, call notes, or meeting summaries, sellers can instantly see what action is needed for each stakeholder.

While Contact 360 focuses on the individual, Account 360 brings those signals together at the account level to show the full picture of the buying group.

With Contact 360 and Account 360, sellers, account teams, and sales leaders get both the detailed stakeholder view and the broader account perspective — making it easier to understand deal health, align actions, and drive opportunities forward.

Expanding Visibility and Actionability

Revenue Grid’s True Pipeline and Deal Guidance already help revenue teams understand deal health by analyzing real communication signals.

With this release, we extend these capabilities to provide greater strategic visibility and actionability.

Next Steps help teams focus on the actions that actually move deals forward, while Contact 360 and Account 360 offer deeper insight into stakeholder engagement and deal progress.

Together, these capabilities enable teams to understand deals from multiple angles and take action at the right level – contact, account, or opportunity – to drive progress.