DealSheet will help your team to systematically qualify and focus on winnable opportunities.

Teams can identify the right sales strategy to be able to compete, and then use closure plan templates to deliver the right sales activity to advance the deal.

Managers use DealCoach to review progress and, alongside sales operations, use the insights created by DealSheet completion to improve pipeline and forecast quality.

DealSheet was recognized as a Top Sales Tool in 2016, 17, 18, 19, and 2020.

Map relationships for every deal.

Capture details of the buying team in an opportunity and improve the effectiveness of your contact strategy.

DealSheet helps teams to understand the influence and specific needs of everyone on the buying team.

Map your team’s relationships and this will help you to identify strengths and weaknesses.

Help sales managers coach deals more effectively.

Many sales managers review deals only in pipeline or forecast calls. Sadly, this is not sufficient to improve the quality of the opportunities.

DealCoach is a guided process for deal reviews, used by the sales team and managers to consistently review the quality of the opportunity.

Customizable guidance and information surfaced from DealSheet inform the conversation at each stage, with detailed reporting available.

Customize your qualification questions.

Not all opportunities can be qualified in the same way. You likely have different deal types from new, renewal, simple, and complex.

Build templated qualification questions related to the buying process that is right for your business.

Users find it easy to use, with multiple choice answers and the opportunity to add a rich narrative in the DealStory for each opportunity.