Help your reps start the day with focus and an actionable list of next steps. Armed with
the clear what, where, and how for each opportunity, your reps will push deals through
the sales cycles faster
Designed for:
The aim of Deal Guidance is to help reps get deals through the sales cycle faster and guide them to take the right action when it’s needed, where it’s needed.
Deal Guidance works through interactive Revenue Signals: AI-based recommendations, best next steps, and insights.
This guidance is what turns overwhelmed reps acting on gut feeling into top performers who proactively push deals forward, know exactly what to do next, and go for the win with confidence.
Interactive Revenue Signals will put the best next step for each deal right into the palm of your reps’ hands—literally. All they need to do is click the Signal to follow the suggestions. No guesswork, no unclear priorities
Deal Guidance will immediately alert you and your reps to deals at risk and opportunities that are about to stall. Revenue Signals will show you what changed for the worse in the deal and what to do right now
Gain a 360 degree view of customer communication in each opportunity, including what goes on with your leads on the marketing side. Understand communication dynamics and move forward faster
Map out relationships and connections between people involved in a deal—both from your side and the customer’s side. Identify the champions who drive the deal forward and go for the win
