Solution
For revenue leaders, sales operations and product marketing: the evidence behind every won and lost deal, unified across CRM, calls and documents — answerable in plain English, with every claim cited.
The problem
The CRM says price; the call recording says security review. Strategy gets set on whichever anecdote was told loudest in the pipeline meeting.
Calls, proposal versions, RFP answers and buyer feedback spread across systems. The pattern behind the outcomes is in there — nobody reads it.
When a veteran rep departs, the reasoning behind their wins and losses goes too, and the next rep relearns it deal by deal.
The product, not a promise
How it works
Ingest deal data from CRM, call transcripts, proposals, RFP responses, and buyer feedback across your systems.
Semantic indexing links related facts across formats — a pricing objection in a call to the clause it references in the proposal.
Agents surface the factual patterns behind wins, losses, and competitive shifts across the pipeline.
Ask questions in plain English and get synthesized answers built only from your data, each claim cited and permission-checked.
Who it's for
Sales operations analyst
Chief revenue officer
IT & security
Every closed deal leaves evidence: the calls, the proposal versions, the objections, the competitor that showed up in round two. Most of it scatters across CRM fields, transcripts, and shared drives, and the pattern behind the outcomes never gets read. The Win-Loss Insights Agent reads all of it.
The agent connects the sources where deal evidence lives — CRM records, call transcripts, proposals, RFP responses, and buyer feedback — and builds a semantic index across them. Where keyword search returns a list of links to open and reconcile, the index connects concepts across file types: a pricing objection raised on a call, the clause it refers to in the proposal, and the discount that followed in the CRM.
On top of that index, agents analyze outcomes. Why do deals stall at security review. Which competitor wins on price and which on integrations. What changed in the quarter losses spiked. You ask in plain English; the agent answers with a synthesis built exclusively from your internal data — no outside guesses — and every claim carries a click-to-citation link to the document it came from, so a skeptical sales leader can verify the source in one click.
Deal data is sensitive, so access control is inherited rather than bolted on. The agent answers each user only from documents that user is already authorized to see — existing permission boundaries carry straight through to generated answers. Hallucination guardrails keep synthesis grounded in retrieved sources, and PII redaction protects buyer contacts where policy requires it.
The practical effect is a shared, checkable source of truth about why you win and lose. Sales, product, and leadership stop debating anecdotes and start reading the same cited evidence — and when a veteran seller leaves, the reasoning behind their deals stays behind.
Objections, answered
Every claim in a synthesized answer carries a click-to-citation link to the document it came from — the transcript passage, the proposal clause, the CRM field. Guardrails restrict synthesis to retrieved sources, so a skeptical sales leader can verify any sentence in one click.
Yes. Your loss-reason taxonomy, deal stages and competitor list shape how outcomes are classified and reported, so the analysis lands in categories your team already uses — and conflicts with CRM fields are flagged rather than overwritten.
Access control is inherited from your source systems: the agent answers each user only from documents that user is already authorized to see, and permission boundaries carry through to generated answers. PII redaction protects buyer contacts where policy requires, and access is logged.
Days. Connect CRM, call recordings and document stores, and the semantic index builds from the deal history you already have — the first answers come from last quarter's closed deals, no new process required of the sales team.
Ask why they were lost and watch the agent answer from your own calls, proposals and CRM records — every claim cited — in a live demo.
Request a demo