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Deal Health Analyst

Deal Health Analyst

agent Agent

Tools

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Execute SOQL Query

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Description

Analyzes Salesforce opportunities and identifies at-risk deals using MEDDPICC methodology. Automatically discovers your CRM setup and adapts to your specific fields and processes.

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Example Task

Analyze my pipeline and find at-risk deals

Deal Health Analyst
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Execute SOQL Query
Deal Health Analyst

Deal Health Analyst

provided an update

DEAL HEALTH ANALYSIS

Executive Summary

  • Total Pipeline: $4.7M | At Risk: $2.1M (45%)
  • Deals Needing Attention: 8

🚨 CRITICAL

Deal Amount Issue Action
Tech Solutions Inc. $185K Champion left company, stuck 65+ days URGENT: Find new champion, re-engage CFO
Acme OilCo Industrial Units $675K Close date 9 months overdue Immediate customer contact to assess status
Acme OilCo Services $270K Close date 8 months overdue Reassess opportunity viability

πŸ”΄ HIGH RISK

Deal Amount Issue Action
RetailGlobal Inc. $420K Salesforce competing, weak champion Executive sponsor meeting to counter
Healthcare Partners $245K No ROI/urgency, budget not approved Develop compelling business case
Acme OilCo Infrastructure $270K Close date 22 months overdue Qualify if still active

🟑 MODERATE - AcmeStore POS ($180K - stalled), Grand Hotels Suppliers. ($250K - Honda competing)

🟒 ON TRACK - FinanceGroup Cloud ($320K - 90% prob), Global Manufacturing Ltd ($750K - recent)


Priority Actions:

  1. Tech Solutions Inc. ($185K) - Champion departed, deal orphaned - needs immediate intervention
  2. Acme OilCo deals ($1.2M total) - Multiple overdue opportunities need status verification
  3. RetailGlobal Inc. ($420K) - Counter Salesforce with executive engagement

The pipeline shows significant risk concentration in older deals and champion-dependent opportunities. Focus on the critical deals first - they represent $1.1M in immediate jeopardy.

πŸ€– Deal Health Analyst

The Deal Health Analyst is your AI-powered assistant for Salesforce pipeline reviews. It uses the MEDDPICC methodology to evaluate deal health, spot risks, and boost your close rates.

πŸ’Ž Features

  1. Connects to Salesforce and auto-discovers your CRM structure.
  2. Analyzes deals using MEDDPICC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition).
  3. Flags deals as Critical, High, Moderate, or On Track.
  4. Gives you clear, prioritized action items to save at-risk deals.

πŸ’Ž Tools That Help

  • Automated CRM discovery
  • MEDDPICC risk analysis
  • Actionable recommendations

πŸ’Ž Who Is This For?

  • Sales Managers
  • Revenue Operations teams
  • Account Executives
  • Sales Leaders

✨ Try Deal Health Analyst now to make your pipeline reviews faster, smarter, and more effective!

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