/Deal intelligence agent_
Deal watches every live deal—CRM activity,
emails, call transcripts, what content
your buyers open and read—and
scores it against your own win/loss
history and flags the ones going
wrong. Your reps catch risk while
there's time to act, know the
move to make, and walk into
every meeting prepared.
CRM activity and emails won't tell you which deals are slipping until it's already lost.
Deal scores every open deal against your own deal history, and flags risks like a competitor named on a call, a proposal nobody opened, a feature gap, a timeline that keeps moving. You see which deals are on target, which are at risk and which are slipping away and the next action on each.
Your call recorder only knows what was said on the call. The CRM holds whatever stage and close date your rep last typed in. A forecast tool benchmarked on other companies' pipelines calls a deal healthy
right up until it isn't.
The buyer who stopped opening emails, went quiet after the pricing call, and never touched the proposal
looks fine in all three. Each tool watches one channel; the drift cuts across all of them. It surfaces
only when a rep pieces it together by hand, between every other deal on their plate.
Deal reads every channel on every live deal—calls, emails, CRM activity, what buyers open and read—and scores it against one benchmark: how deals win and lose at your company. When a deal starts behaving like the ones you've lost, your reps know in time to act, with a next move drawn from the ones you won.
The rep begins with the relevant account, buyer and deal context already assembled.
Deal brings together the information and approved truth that matter for that specific meeting.
The rep creates one shared experience shaped around the stakeholders and decision.
Buyer engagement informs a relevant and timely next move.
The leader and rep work from the same evidence-based understanding of its current state.
Story 1 of 5: Elizabeth Lydle
Elizabeth LydleProduct Marketing Manager
“Anytime a document gets uploaded to Paperflite, that is the final version. That’s the one that gets shared with clients…”
Matthew AgroninHead of Sales, Marketing & Operations
“We know that we are getting the right content and the right story into the hands of our buying committee much quicker…”
Céline GouriouGlobal Marketing Director
“Without any doubt, Paperflite has become one of the best ways to impact and accelerate our sales cycles”
Chris GrecoProduct Marketing Manager
“With Paperflite, we can now push these changes and update the content without having to resend it to customers and prospects”.
Peter DimmickSenior Director of Sales Enablement
“We know that we are getting the right content and the right story into the hands of our buying committee much quicker…”
Deal understands the buyer, the deal and the company truth relevant to the opportunity. That understanding is shaped by activity across PF1 and existing business systems. What Deal learns contributes back to the wider team, while the rep receives one coherent view through Deal.
Describe what the buyer will see or accomplish in the next step.
