Win faster with precision deal intelligence

Track deal health in real time, flag risks early, and forecast with confidence without chasing down updates using revenue intelligence.

deal intelligence

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When deal intelligence is missing

Missed revenue targets often come from blind spots in deal health and pipeline activity. Here’s what stalls sales progress.

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Slipping pipeline accuracy

Outdated or inflated deal stages make revenue projections unreliable, leading to missed targets and surprise shortfalls.

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Unseen churn risks

Deals showing early signs of disengagement drop out late in the quarter, shrinking booked revenue unexpectedly.

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Stalled deal momentum

Missed follow-ups or unclear next steps slow buying decisions, delaying revenue recognition.

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Inconsistent sales execution

Skipping critical qualification steps causes low conversion rates, reducing closed-won revenue.

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Ignored buying signals

Overlooked budget or timeline mentions lead to lost opportunities and lower deal values.

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Over-optimistic forecasting

Gut-feel projections inflate expected revenue, resulting in end-of-quarter gaps.

How deal intelligence changes the game

Deal intelligence removes the guesswork, showing exactly where deals stand, which are at risk, and how to hit quota with precision.

Get accurate revenue projections

Real-time pipeline analytics

Automate CRM updates from every meeting, email, and call so forecasts always reflect the real stage and value of active deals. Commit with confidence, reduce forecast variance, and avoid end-of-quarter surprises.

Get accurate revenue projections
Get accurate revenue projections
Spot deal risks early

Real-time pipeline analytics

Use AI to scan engagement patterns, meeting frequency, and conversation sentiment to identify at-risk deals before they slip away. Step in quickly to re-engage buyers and recover bookings.

Spot deal risks early
Spot deal risks early
Keep deals moving

Real-time pipeline analytics

Get instant answers to questions like “Which high-value deals lack a next meeting?” so action items never fall through. Maintain momentum, close faster, and bring revenue forward.

Keep deals moving
Keep deals moving
Improve deal win rates

Real-time pipeline analytics

Track rep adherence to sales methodologies like MEDDIC or SPICED, ensuring deals are qualified and advanced the right way. Close more opportunities and increase booked revenue.

Improve deal win rates
Improve deal win rates
Grow deal sizes, catch upsell, cross-sell cues

Real-time pipeline analytics

Capture every buying signal from budget mentions to cross-sell cues and act on them immediately. Maximize upsells, boost deal value, and expand account revenue.

Grow deal sizes, catch upsell, cross-sell cues
Grow deal sizes, catch upsell, cross-sell cues
Improve sales forecasting with real-time deal intelligence

Real-time pipeline analytics

Use real-time forecasting dashboards that blend historical performance, deal health, and activity data. Prevent revenue gaps and stay on target every quarter.

Improve sales forecasting with real-time deal intelligence
Improve sales forecasting with real-time deal intelligence

The results speak for themselves, so do our customers.

FAQs

Answers to common questions about how Avoma applies deal intelligence to track pipeline health, spot risks, and improve forecasts.

How accurate is Avoma’s deal intelligence data?

Accuracy depends on your CRM hygiene, integration setup, and configuration. In most cases, teams achieve around 90% accuracy, transforming the reliability of forecasts compared to relying on gut feel or rep updates alone.

Can we see which deals need attention and why?

Yes. The deal intelligence dashboard highlights at-risk deals and shows exactly why they’re flagged, whether due to missing information, low buyer engagement, process misalignment, and several other factors.

Does Avoma require heavy admin work to maintain deal intelligence?

Not at all. Once integrated, Avoma automates data capture from calls, emails, and CRM updates, reducing manual admin work and keeping deal intelligence current without extra effort.

Is this similar to Salesforce Einstein or other predictive tools?

Yes, but with deeper conversational context. Like Salesforce Einstein, Avoma uses AI to assess deal health and risk, but it adds a layer of conversation intelligence by analyzing every meeting and email tied to the deal.

How does Avoma identify at-risk deals?

Avoma analyzes both conversation and email data to surface risk signals like stalled communications, negative sentiment, or uncertainty about key deal details (e.g., seat count) late in the sales cycle.

Can we customize insights or templates for deal intelligence?

Yes. Avoma allows full customization of templates, AI scorecards, and methodology trackers. Everything is driven by custom prompts, so whether you follow MEDDIC, SPICED, or a proprietary sales process, deal health scoring and insights can be tailored precisely to your team’s workflow.

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