Autonomous Qualification and Deal Review
Winning Deals Takes Much More Than Capturing Data into the CRM
or other Conversational Tools
Autonomous Deal Execution by
Listen & Capture
Captures data from calls, other recording tools and emails
Captures data from calls other recording tools and emails.
​
Keywords searches & summaries.
​
Captures sentences into specific CRM text fields.
Qualify & Differentiate
Autonomously executes the most critical sales activities for your Salespeople
Identifies and qualifies champions and other stakeholders.
​
Advances deals’ activities, stages and qualification (e.g. MEDDIC).
​
Adaptively guides the discovery in each situation.
​​
Differentiates and presents value for each opportunity.
Inspect & Lead
Autonomously runs deal reviews for your Managers
Fact-checks and validates the status of each deal based on evidence.
Predicts and guides reps in mitigating material risks in every opportunity.
Focuses reps on critical next steps to win the deal.
Bottom-up, metric-driven forecast.
Clarity & Foresight
Autonomously generating leading indicators of your pipeline and people
Captures structured-data and new leading indicators.
Full data consistency and hygiene across the entire pipeline.
Analyzes your pipeline, people, process and winning patterns.
Reduces friction and distractions for sales teams and leaders.
Combining multiple layers of AI, ML and Guided LLMs
Autonomous Capabilities
Zero touch qualification driving your Sales-Process and MEDDICC
Capturing both structured data and evidence from calls (Zoom, Teams), recording (Gong, etc) and emails into your CRM.
Built to integrate evidence based AI captured answers (in green) with reps inputs (in black).
.png)
.png)
.png)
%20(3).png)
Validating the true status, risks, path forward and actively advancing deals
Move from stories to metrics.
No need for human inspection and fact checking by managers. Evolve to zero touch, evidence-backed, metric-driven qualification review and action.​
Know in advance where each deal in the pipeline stands and how to win it
Qualifying deals with 100% consistency and integrity. Adaptively guiding teams how to win each deal.​
.png)
.png){kind=small}
.png)
.png)
.png)
Contacts identification straight from calls and emails
Autonomously identifying your Champion, Economic Buyer and stakeholders for every deal with names, roles, level of engagement, personality etc. Highlighting risks related to the key stakeholders.
Intelligently customized follow-up
Call summary emails with relevant customized follow-up, deal status, critical risks, next steps etc. based on deep understanding of the deal and the buyers.
.png)
%20(2).png)
 Salesforce |
|---|
 zoom |
 Microsoft Teams |
 gong |
 clari |
 Microsoft Outlook |
 Goggle Gmail |
 Google Drive |
 Microsoft PowerPoint |
 Google Calendar |
 Google Docs |
 Microsoft Excel |
 WIX Integrations logos (5) |
 Microsoft Power BI |
 Okta |
 Tableau |
 Sigma |
 Snowflake |
Maximize the impact of your entire Revenue Software Stack
Automatically trigger, activate and improve the inputs to other tools in your stack.
Get rich analyzed and raw data to your CRM / BI.
There is a Lot to Love
"If I had the kind of visibility Spotlight gives when I was a CRO,
I could have been proactive and saved 50% of deals that slipped
at the end of the quarter.”
​
​
Tom Schodorf
Splunk, X-CRO (grew Splunk to $1B sales)
GTM Board member & Author of “Success Cadence”
Angel Investor
Built for the Data Driven Enterprise
.png)
Built for enterprise complexity.
SOC 2 Type 2 Audited for security,
availability, confidentiality, privacy.
Separate individual model per account.
Certified and featured on Salesforce AppExchange, Google Workspace Marketplace, and Zoom App Marketplace.
.png)
.png)
100% data completeness, consistency, integrity & hygiene.
Rich opportunity-level structured-data & metrics for your BI analysis.
Readily built reports:
Pipeline.
Reps performance.
Sales process effectiveness.
Winning patterns.
Business impact.
