Better Qualified Deals – Lead to More Wins
We Make That Happen

Know which deals are healthy, their true status, which need attention, and which to walk away from. Deal Health-AI™ profiles both your people and opportunities, tailoring guidance to each seller’s skills and experience.

Opportunity Profiling classifies every deal as Ideal, Marginal, or Not Ideal, helping teams focus where they win most.

Our AI-powered Qualification Engine transforms discovery data into objective, bias-free insights, giving everyone a shared, data-driven view of deal quality.

The Result: Sharper focus, stronger qualification, and better deal outcomes.

Use the Template Configurator to build or customize qualification templates that fit your business perfectly, including your industry, offering type, and sales methodology.

Or tap into the Template Library, a curated collection of ready-to-use templates built around frameworks such as MEDDIC, SPIN, and Value Selling. Together, they create consistency, speed adoption, and form the engine that powers DH-AI insights.

The Result: A repeatable, scalable qualification process that drives win rates and forecast accuracy.

The Deal Health-MRI™ provides an AI-powered diagnosis of each opportunity, revealing what’s working, what’s at risk, and what to do next.

It’s like having a deal doctor on call, prescribing the exact actions needed to strengthen momentum and increase win probability.

The Result: Immediate, actionable insight that turns deal reviews into deal wins.

The Opportunity Management Dashboard gives teams and leaders a real-time pulse on deal health, pipeline strength, and forecast confidence.

Your Daily Feed highlights Top 5 deals and all active opportunities with deal scores, values, timelines, and next steps.

Private Deals let reps work in confidence before sharing, building trust and ensuring every deal surfaced to management is ready for review.

The Result: A transparent, trust-based system that keeps every seller focused and every leader aligned.

SmartBriefs transform deal intelligence into concise updates tailored for every role, from the front line to the boardroom.

Outputs include Deal Status Summaries, Client POV Summaries, Meeting Maximizer, Leadership Briefings, Manager Coaching Summaries, and Post-Mortem Reports.

The Result: Smarter communication, faster alignment, and stronger execution across your sales organization.

Deal Health-AI fits cleanly into your CRM and analytics ecosystem.

Native integration with Salesforce makes it easy to get started by automatically loading accounts and opportunities into Deal Health-AI for analysis. Deal Health-MRI™ insights are shared back into Salesforce, giving sales reps and managers clear visibility into deal quality, risks, and recommended actions directly within the opportunity workflow.

For other CRM platforms, Deal Health-AI connects through a trusted third-party integration service, enabling standardized access to opportunity data without custom development.

CSV and Power BI-ready exports support deeper analysis alongside your existing dashboards.

The Result: A flexible integration model that strengthens Salesforce and unifies deal intelligence across your sales organization.

Most teams can get started in minutes, with built-in onboarding support that guides new users through the key steps to get up and running quickly. ​

For organizations that want to accelerate adoption, our Services Team provides expert onboarding, admin training, and process alignment.​

Product support is built in, with dependable assistance for bugs, issues, and platform updates delivered by our development team.​

The Result: a smooth-running Deal Health-AI™ environment that lets your team focus on what matters most – qualifying better, selling smarter, and winning more.​