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

Know exactly where you stand. Know what to do to get your deals healthy, which opportunities need action right now to avoid slipping or losing, and where assistance is needed.

Deal Health-AI™ combines Opportunity Profiling and an AI-powered Qualification Engine to give sellers and leaders a shared, objective view of deal health and deal quality.

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

The Qualification Engine transforms discovery data into bias-free insights, exposing gaps, risks, and false confidence early.

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™ integrates seamlessly with your CRM and analytics stack to elevate deal visibility without disrupting how your teams work. Salesforce accounts and opportunities sync automatically for real-time analysis.

Key insights can be pushed back into Salesforce to improve pipeline reviews and align managers and reps on what matters most. Support for additional CRMs is underway, with out-of-the-box integrations planned – no custom development or heavy IT required.

Power BI-ready exports and structured CSVs enable deeper pipeline analysis, forecasting accuracy, and executive reporting.

The Result: Clean, configurable integration that delivers actionable deal intelligence without workflow disruption.

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.​