Why Reps Will Love Using Deal Health-AI™ 

Sales reps have a complicated relationship with CRM systems. They know CRM is important for leadership, forecasting, and operations, but they also know it was never designed to help them sell. It rarely gives anything back. It does not diagnose their deals, it does not guide their next steps, and it does not make them better at their craft. So reps do what reps have always done. They enter the minimum. They enter it late. And they do it because they have to, not because it helps them win. 

Deal Health-AI changes that reality

It is the first platform where a rep enters the truth about their deal and immediately receives value in return. They get an objective deal score grounded in facts, a full assessment that highlights strengths, gaps, and risks, and a personalized set of recommendations designed to move the opportunity forward. It feels less like filling out a system and more like gaining a strategic partner.

Deal Health-AI is built for the rep, not just for management. 
And that is exactly why they will love using it. 

The Problem With Traditional CRM: Valuable for Leaders, Not for Sellers 

Salesforce, HubSpot, and similar CRM platforms are exceptional at what they were built to do. They provide: 

• reporting and dashboards 

• pipeline visibility 

• forecast rollups 

• workflow automation 

• account and activity tracking 

• operational structure 

These functions are essential for the business. Leadership depends on them. RevOps depends on them. Finance depends on them. 

But while CRM delivers tremendous value upward, it delivers very little back to the seller. 

When a rep enters data into a CRM, the experience is almost always the same: 

• nothing changes 

• nothing improves 

• nothing becomes clearer 

• the deal does not get stronger 

• the next step does not become easier 

A CRM is a system of record. 
It captures history. 
It stores information. 

But it does not diagnose the deal, and it does not help the rep win. 

This is why CRM feels like a one-way street. 
The rep gives the system everything. 
The system gives the rep almost nothing. 

Deal Health-AI CRM Integrations 

Deal Health-AI integrates natively with Salesforce.com. The platform works alongside your CRM, not against it.

With native Salesforce integration, existing accounts and opportunities are automatically available inside Deal Health-AI. Sales reps do not need to re-enter account information or recreate opportunities. They simply select the deal they want to analyze and generate a Deal Health-MRI™ to receive objective scoring, a full assessment, and tailored recommendations.

To support other CRM platforms, Deal Health-AI uses a trusted third-party integration service that provides standardized, secure connectivity across leading CRM systems. This approach allows us to expand CRM support without custom builds while maintaining a consistent user experience.

Additional enterprise application integrations will be introduced as the platform evolves, enabling more teams to benefit from the same low-friction experience.

Deal Health-AI Rewards Sellers for Telling the Truth 

Deal Health-AI was built with a very different philosophy. It rewards sales professionals for entering the truth about their deals by giving them immediate, high-value insight in return. 

When the rep provides what they know, the platform uses it to generate: 

1. An Objective Deal Score Grounded in Fact 

The score reflects the true condition of the opportunity based on: 

• Qualification strength 

• Stakeholder access 

• Buyer urgency 

• Competitive dynamics 

• Alignment with buyer requirements 

• Expected close timing 

Reps finally receive a score that is meaningful to them, not just meaningful to management. 

2. A Complete Assessment of Strengths, Gaps, and Risks 

Deal Health-AI reveals: 

• what is strong 

• what is weak 

• what is missing 

• where risk is hiding 

• where the rep is guessing instead of knowing 

• where they lack access or clarity 

It functions like a diagnostic exam for the opportunity. 
Reps gain visibility they have never had before. 

3. Bespoke Recommendations Designed to Move the Deal Forward 

Every opportunity receives actionable guidance that explains: 

• what steps to take 

• how to take them 

• when to do them 

• what to avoid 

• Strategies and Tips 

• Key questions to ask  

This is the moment where data entry becomes strategy, and information becomes progress. 

Deal Health-AI does not just collect data. 
It converts it into guidance the rep can use immediately. 

A Two-Way Street That Changes Seller Behavior 

Deal Health-AI creates a positive, self-reinforcing loop. 

The more accurate the rep is, the more value they get back. 
And the more value they get back, the more accurate they want to be. 

They see: 

• deal scores update 

• risk indicators surface 

• recommendations adjust 

• confidence levels evolve 

• forecast categories shift 

This motivates better input, which produces better intelligence, which leads to stronger deals. 

CRM never earned seller effort. 
Deal Health-AI does. 

Why Reps Embrace Deal Health-AI Instead of Avoiding It 

Reps avoid CRM because CRM asks for information without giving anything back. 

Reps embrace Deal Health-AI because: 

• it tells the truth about their deal 

• it eliminates blind spots 

• it strengthens their strategy 

• it increases their confidence 

• it helps them win more 

• it makes qualification easier, not harder 

With Deal Health-AI, the rep’s input does not disappear into a system. 
It comes back as intelligence, clarity, and direction. 

For the first time, reps feel that entering data actually helps them succeed. 

The Takeaway: CRM Is a Requirement. Deal Health-AI Is an Advisor. 

CRM is essential for running the business.	Deal Health-AI is essential for winning business.
CRM captures the past.	Deal Health-AI shapes the future.
CRM serves the organization.	Deal Health-AI serves the seller & the organization
CRM is a one-way street.	Deal Health-AI is a two-way street where the truth a rep provides returns immediate value and improves the chance of winning.

If you want your sales team to enter better data, give them a system that rewards them for doing it. Deal Health-AI was designed for exactly that purpose. 

Neil Colstad   

Founder & CEO, Prescriptas   

Creator of Deal Health-AI™ and the Deal Health-MRI™ Framework