How does Deal Health-AI™ augment my CRM?
Short answer:
Deal Health-AI™ adds a purpose-built layer of deal intelligence and advancement to your CRM, focused on understanding what’s really happening inside an opportunity, what could stand in the way of winning, and what to do next.
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Modern CRM platforms do much more than store customer information. They provide workflow automation, analytics, forecasting, engagement tools, and increasingly powerful AI capabilities.
Deal Health-AI™ doesn’t try to replace those capabilities.
It has a different job.
Deal Health-AI™ with Nello™ is purpose-built to inspect, understand, challenge, and advance complex B2B opportunities.
Nello brings together the information and evidence surrounding a deal to evaluate qualification, buyer progress, stakeholder dynamics, risks, inconsistencies, hidden obstacles, forecast defensibility, and other factors that can influence whether the opportunity is actually moving toward a win.
The distinction is important:
- Your CRM manages the opportunity. Nello inspects and challenges it.
- Your CRM captures activity and engagement. Nello evaluates whether there is evidence of real buyer progress.
- Your CRM tracks stages and pipeline. Nello examines whether the underlying deal evidence supports them.
- Your CRM provides forecasting and analytics. Nello examines the qualification, risks, and evidence behind the deal.
- Your CRM’s AI works across the CRM experience. Nello is purpose-built around understanding, strengthening, and advancing the deal.
Deal Health-AI™ works with Salesforce, Microsoft Dynamics 365, and HubSpot, bringing relevant CRM information into Nello’s deal intelligence experience and allowing selected intelligence to flow back into the CRM.
Your CRM doesn’t need to be replaced. And its AI doesn’t need to be replaced.
Deal Health-AI™ gives them something more to work with: purpose-built intelligence focused on the deal you’re trying to win.
Your CRM is your system of record. Deal Health-AI™ is your system of insight.
