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Deal Intelligence for Sales Teams

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Key Benefits

• Automated Call Analysis: Capture and analyze every customer interaction
• Deal Risk Identification: Early warning system for at-risk opportunities
• Competitive Intelligence: Track and analyze competitor mentions
• Buying Signal Detection: Identify positive signals and next steps
• Coaching Opportunities: Highlight areas for team improvement

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Common Use Cases

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1. Deal Health Monitoring

• Track engagement levels across stakeholders
• Identify misaligned expectations early
• Monitor sentiment trends throughout the sales cycle

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2. Competitive Analysis

• Automatically detect competitor mentions
• Track win/loss patterns
• Document competitive differentiators

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3. Stakeholder Management

• Map decision-maker involvement
• Track stakeholder sentiment
• Identify champion and blocker dynamics

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Getting Started

1. Setup Recording
   • Configure Zoom integration
   • Install Chrome extension
   • Set up automatic transcription
2. Configure Signals
   • Set up deal risk signals
   • Create custom signal rules
   • Enable real-time alerts
3. Integration with CRM
   • Connect with Salesforce
   • Map custom fields
   • Enable activity sync

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Success Metrics

• Increase in win rates
• Reduction in sales cycle length
• Improved forecast accuracy
• Better stakeholder engagement
• More effective coaching sessions

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Example Workflow

1. Record sales calls automatically via Zoom
2. BuildBetter analyzes conversations in real-time
3. Deal risks and opportunities are automatically flagged
4. Insights are pushed to Salesforce
5. Team receives proactive alerts for follow-up
6. Management gets deal health dashboard

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Resources

• Recording Setup Guide
• Signal Configuration
• CRM Integration Guide
• Workflow Automation