Two new ways AI automates methodology tracking and improves pipeline visibility

Revenue leaders typically have two questions on their minds: 

1. How do we close more deals consistently?
2. And how do we close them faster? 

But to answer those, you first need to understand: what’s working and what isn’t?

And most leaders still don’t have clear visibility into what’s really happening in deals. 

Deal info lives with the rep, which often leads to biased or incomplete updates in the CRM. And you don’t have time to dig through every call or email. 

That’s where AI can help. 

AI can help flag or surface insights you might not catch until much later, or miss entirely.

That’s exactly why we’re rolling out two new features: 

Our AI Methodology Tracker and deal-level AI Copilot, Ask Avoma, both built to give you better visibility into your pipeline, so you can close more deals, faster and more consistently.

Let’s get into how you can improve visibility to close more deals.

The pipeline visibility and execution gap leaders are facing

…You might have all the right dashboards set up in your CRM.

…You might listen to 30+ calls every month.

…You might even meet with your team every single day.

And the painful truth is you’ll still miss things. You can’t be everywhere. 

Data is siloed with the rep

You rely on reps to keep your CRM and pipeline updates accurate but the reality is, a lot of crucial information never leaves their heads.

Even when reps do share updates, they can be biased, overly optimistic, or just inconsistent. Not because they’re trying to mislead you but because they’re human. Their attention is elsewhere, and like anyone, they want to look good to their boss.

And in fact, only 79% of deal-related data, reps collect, never even makes it into the CRM. (ESNA 2025)  

Manual deal reviews are time-consuming

So what do you do? You end up digging for answers yourself. That means crawling through emails, meeting notes, dashboards, call recordings, or anything you can find. It’s time-consuming, frustrating, and often doesn’t give you the full story.

You’ll catch coaching moments here and there. Maybe you listen to a call and notice a rep skipped a key step in your sales methodology. Or during a one-on-one, you realize they missed an important opportunity in a deal.

Hard to track if mistakes keep happening

Coaching moments easily become one-offs. You correct it, move on, and hope it doesn’t happen again.

But did that feedback actually make a difference? Will the rep apply it in their next deal or the one after that? And what about the conversations you’re not seeing? Is the same mistake happening again and again without anyone catching it?

And even if you can figure out how to catch every single mistake, how do you measure what top reps are doing consistently that low performers aren’t? Without a way to spot patterns across all your deals, coaching becomes reactive, and success becomes hard to scale.

Introducing: AI Methodology Tracker and your new deal Copilot, Ask Avoma

We’re excited to share two powerful new features that help Sales, RevOps and Customer success leaders take control of their pipeline and close more deals: an enhanced Ask Avoma and the AI Methodology Tracker.

Understand what’s happening in your deals

Both surface key insights from calls, meetings, and emails so you can quickly see deal progress, risks, stakeholder engagement, and next steps without digging through every interaction.

Track if your sales methodology is being followed

Both can give you more insights into if reps are following your sales process like identifying pain, confirming next steps, or involving decision-makers so you can spot gaps, coach better, and drive consistent execution.

Unblock your team and strategize how to move deals forward

And finally, both new AI features give your team instant clarity on what’s been said, what’s been missed, and what to do next.

When deals stall, it’s usually because something’s missing — a step was skipped, a risk wasn’t addressed, or key info got lost in a sea of emails and calls. Now your team will know exactly why a deal is stuck and how to get it back on track.

Let’s get into how they each work.

AI Methodology Tracker

More and more teams have adopted a sales methodology like MEDDICC, SPICED, or BANT to help guide their team to qualify opportunities, build relationships, and ultimately close deals quicker.

Sometimes reps struggle to stick to your sales process, so they miss asking critical discovery or qualification questions. That leads to gaps in qualification right from the start. And even if you’ve automated CRM updates, some of those nuances can still slip away. 

With AI Methodology Tracker, Avoma's AI will automatically track if important topics, like identifying champions or economic buyers, are covered in conversations or emails. This lets you easily see how well your team is applying the methodology overall.

Sales, RevOps, and CS leaders can quickly verify methodology adoption by viewing Deal Boards at a glance. By using AI to spot gaps in methodology adherence, your team can boost forecast accuracy and pipeline conversion rates, all without interrupting rep productivity.

Ask Avoma, now your AI Deal Copilot

We got great feedback from reps and leaders on how Ask Avoma delivers quick answers at the meeting level. But jumping from one meeting to the next still leaves gaps in your view of the deal.

So we’ve upgraded Ask Avoma to the deal level. It now scans every call, meeting, email, and CRM update tied to a deal. This will give you a clear, complete view in seconds.

You can ask questions like:

• “Summarize the last 3 meetings for this deal.”
• “Describe the customer’s sentiment towards this deal.”
• “What are the main concerns from the decision-makers?”

It’s like having a personal copilot that listens to your team’s conversations, reads meeting notes, and scans the CRM so you don’t have to.

You get a quick, clear view of deal progress, risks, and what needs attention. That means you're more prepared for meetings, better at addressing objections, and able to coach your team in real time.

The bottom line: pipeline visibility drives action and closes gaps

As a leader, you need visibility. You can’t improve without knowing what’s working, what’s not, and how your team is executing across the board. But manual updates, scattered insights, and limited time make it almost impossible to get the full picture.

With the AI Methodology Tracker and the enhanced Ask Avoma Copilot, you don’t have to guess anymore. You get real-time, AI-powered insights into deal activity, methodology adoption, and rep performance so you can take action where it matters most.

No more digging through endless notes or hoping reps are following the process.
Now your coaching can be more focused, faster, and help you close more deals, consistently.

These features are available to users with revenue intelligence access. 

Book a demo to see these two new features in action and learn how Avoma can help you turn visibility into revenue. 

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