Everything you need to know about Deal Insights and how it works.
Deal Insights is a sales intelligence platform with deal analysis and live call coaching. It listens to your sales calls in real time and surfaces the next question to ask, how to handle objections, and the risks on a deal while you are still on the call - so the only thing you have to do is sell.
Deal Insights transcribes your call as it happens and shows live coaching cues on screen. After the call it generates a summary, a scorecard, and clear next steps.
Deal Insights connects with Zoom to auto-import new call transcripts the moment a recording is ready and create/update deals.
Yes. Upload your company FAQ, product docs, case studies, and battle cards to the knowledge base, and the Live Call Coach references them to give accurate, on-brand answers during calls.
Yes, but the integration is pending HubSpot marketplace approval. You can connect HubSpot to automatically match calls to the right deal and push call summaries and deal analysis back into HubSpot.
Deal Insights is built for individual reps and small sales teams, not just large enterprises - it is self-serve and ideal for teams of around 3 to 5 reps.