📈Deal Analyst

Analyze your deal to identify next steps, obstacles, and strategies to move through the pipeline faster.

Introduction

The Deal Analyst feature helps salespeople accelerate deals through the pipeline by analyzing deals using popular sales methodologies and proprietary health scoring. By providing the deal’s context, a call recording or transcript, and the current deal stage, users receive detailed feedback that includes next steps, deal health scores, and actionable strategies to overcome obstacles and close deals more efficiently.

Use Cases

You’ve just completed a discovery call and want a detailed breakdown of where the deal stands. Deal Analyst provides a full analysis, highlighting next steps and key challenges to address in the next stage of the pipeline.

You’re preparing for a follow-up call and need to know where gaps remain in the deal. Deal Analyst gives you a gap analysis, along with tailored strategies to address those gaps and move the deal closer to closing.

You want to improve forecasting accuracy by evaluating a deal’s health. Deal Analyst uses a proprietary health scoring model to predict the likelihood of closing, giving you insights into potential roadblocks and how to overcome them.

Getting Started

1. Access Deal Analyst: Log in to your GTM.bot dashboard and select Deal Analyst from the feature list.

2. Prepare Information: Gather the deal context, including any call recordings or transcripts, and the current deal stage.

Using the Feature

1. Click on Analyze a Deal.

2. Provide Deal Context: Enter key details about the deal, including the stage and any relevant call recordings or transcripts.

3. Submit for Analysis: After entering the deal details, click Submit to receive your deal analysis.

Reviewing Your Results

In less than 60 seconds, you will receive the following information about your deal:

Item	Description
Deal Analysis Summary	A concise overview of the deal’s current status and key details, such as the decision-makers involved, challenges, and next steps.
Next Steps	A clear action plan outlining the next steps to take, based on the deal’s current stage and the recording or transcript, if provided.
Deal Health Score	A proprietary health score that predicts the likelihood of closing based on the deal’s engagement, timeline, and other key factors.
Health Score Explanation	A breakdown of how the deal score was calculated, including the factors that contributed to the score.
Sentiment	A sentiment analysis that gauges the overall tone and likelihood of closing based on prospect feedback and engagement.
Gap Analysis	An identification of any gaps in the deal, including missing information, unclear next steps, or potential objections.
Suggested Strategies	Recommendations for overcoming obstacles and moving the deal forward, based on sales methodologies.
Strategy Explanation	A detailed explanation of how the suggested strategies align with popular sales methodologies.
Expected Close Date	A forecasted close date based on the deal’s current health and pipeline position.

💡 Coaching Tips

• Address Gaps Early: Focus on the gap analysis to identify potential obstacles before they arise. By proactively addressing these gaps, you can accelerate the deal’s progress.

• Follow the Next Steps: Adhere to the suggested next steps for each deal stage. This ensures that you’re following a structured, proven process to close the deal.

• Use Health Score as a Forecast Tool: Use the deal health score to better predict closing outcomes and adjust your strategy if the score indicates potential issues.

FAQs

What information do I need to provide to use Deal Analyst?

You need to provide the deal context, including any call recordings or transcripts, along with the current deal stage.

How quickly will I receive the deal analysis?

The results are typically available within 60 seconds after submitting the deal information for analysis.

What methodologies are used in the analysis?

Deal Analyst uses popular sales methodologies such as Gap Selling, Challenger Sale, JOLT Effect, and SPIN Selling coupled with proprietary health scoring to suggest strategies and next steps, ensuring your deal moves through the pipeline effectively.

Can I analyze multiple deals at once?

Each analysis is performed on one deal at a time, but you can submit multiple deals back-to-back.