Deal Inspector

What it's good for

When a deal changes stage, it tests the move against your qualification criteria and uses the call transcripts. You get quoted evidence, the gaps, a promote-or-close recommendation, and a proposed CRM update.

Best for

Managers reviewing stage changes against a qualification standard.

Try asking it

• Check deals that changed stage against our qualification criteria.Copy
• Quote the transcript and list what is missing.Copy
• Should this be promoted or closed, and what CRM update do you propose?Copy