FAQs

Short answer: 
No. It makes deal reviews more effective. 

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Deal Health-AI™ does not eliminate deal reviews. It improves them. By providing an objective assessment of deal health, it reduces guesswork and focuses conversations on real risks, gaps, and next actions. Teams spend less time debating opinions and more time aligning on what needs to happen to move deals forward. 

Still have questions? 
If you’d like to learn more about Deal Health-AI™, explore a specific use case, or see how it works in practice, you can request a guided demo or contact our team for additional information. 

Short answer: 
Deal Health-AI™ includes guided onboarding and self service support resources. 

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Customers receive access to onboarding guidance, documentation, and videos to help users get productive quickly. The platform is designed to be intuitive, with built in tips and guidance to support adoption. Additional onboarding support may be provided depending on customer needs and subscription level. 

Short answer: 
Yes. Deal Health-AI™ supports data export and reporting for analysis and leadership review. 

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Customers can export data for reporting and analysis, including forecast accuracy trends and deal health insights. Deal Health-AI™ also supports integration with tools such as Power BI to enable aggregate reporting across teams, time periods, and opportunity sets. This helps leaders identify patterns, risks, and improvement areas across the pipeline. 

Short answer: 
Deal Health-AI™ is hosted in a secure cloud environment using a leading cloud provider. 

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The platform is hosted on enterprise-grade cloud infrastructure with strong security and reliability standards. Data is managed according to a global hosting strategy. At this time, Deal Health-AI™ does not offer country specific data residency guarantees, but all customers receive the same security, privacy, and data protection controls. 

Short answer: 
Pricing is per user, with flexible controls to add or remove seats as your team changes. 

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Deal Health-AI™ uses a per user subscription model. Administrators can easily add or remove users, manage licenses, and adjust plans through the account settings area. This flexibility makes it easy to scale usage up or down as teams grow or change, without long term commitments or complex contract changes. 

Short answer: 
Deal Health-AI™ makes coaching and deal reviews more focused, objective, and actionable. 

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Managers can view shared deals, Deal Health-MRIs™, and SmartBriefs™ to understand deal health and to align with sellers on how opportunities are communicated internally and externally. Instead of relying on subjective updates, coaching conversations are grounded in facts, gaps, and recommended actions. This helps managers spend less time guessing and more time guiding sellers on what will actually move deals forward. 

Short answer: 
Yes. Qualification templates can be customized by administrators based on your industry, your deal, your methodology or qualification framework, and your sales model  

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Deal Health-AI™ includes a Template Library with prebuilt qualification templates aligned to proven sales methodologies and industries. Customers also have access to the Template Configurator, which allows administrators to tailor categories, questions, and scoring logic with their organization’s sales approach, both at the industry level and for deal-specific needs. Customization is controlled at the admin level to ensure consistency and discipline across teams. 

Short answer: 
Getting started is fast. Most teams generate their first Deal Health-MRI™ within days. 

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Deal Health-AI™ does not require heavy setup or long implementation cycles. Once users are onboarded and connected to their CRM, they can begin qualifying deals and generating Deal Health-MRIs™ almost immediately. Many teams see value within the first few days by inspecting active opportunities and using insights to guide next steps and coaching conversations. 

Short answer: 
Deal Health-AI™ includes a no obligation trial as part of the subscription onboarding process. 

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New customers receive a built in trial that allows them to experience the platform before subscription billing begins. Administrators manage users, licenses, and plans through the account settings area. Billing and payments are securely processed through Stripe, and invoices and receipts are available through the admin dashboard. 

Short answer: 
Deal Health-AI™ focuses on deal quality and readiness, not rollups or predictions alone. 

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Traditional forecasting tools aggregate pipeline data to predict outcomes. Deal Health-AI™ diagnoses the underlying health of each deal before forecasting occurs. By identifying gaps and risks early, it helps teams improve deal quality, which leads to more accurate forecasts and better outcomes. 

Short answer: 
Deal Health-AI™ integrates with CRM systems using a one way inbound sync and a controlled insight write back. 

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Accounts, opportunities, contacts, notes, and attachments are synced from the CRM into Deal Health-AI™. The CRM remains the system of record. Deal Health-AI™ can write back non destructive insight artifacts such as Deal Health-MRIs™ and SmartBriefs for visibility, without altering CRM data models or forecasts. 

Short answer: 
Yes. Data security and access control are core to the platform. 

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Deal Health-AI™ uses role based access controls, encryption in transit and at rest, audit logging, and tenant level data isolation. Only authorized users can view deal information, and administrators control access by role to ensure confidentiality and compliance with internal policies. 

For additional information about our data security – please reach out to sales@prescriptas.com

Short answer: 
Any time meaningful deal information changes. 

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A Deal Health-MRI™ should be regenerated after key events such as meeting new stakeholders, confirming budget or timing, receiving new information, or advancing deal stage. Many teams update MRIs weekly or before forecast and pipeline review meetings to ensure decisions are based on current reality. 

Short answer: 
Deal health is evaluated using structured qualification categories and seller provided insights. 

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Each deal is assessed across qualification categories that reflect your sales approach. These include areas such as business need, stakeholders, process, timing, competition, and engagement. Deal Health-AI™ analyzes both factual inputs and contextual insights to score each category and generate an overall Deal Health Score and a forecast probability rating – both which feed into the Deal Health-MRI™. 

Short answer: 
No. Deal Health-AI™ works alongside your CRM and sales methodology. 

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CRM systems remain the system of record. Deal Health-AI™ acts as a system of insight that inspects deal quality without changing how deals are tracked or forecasted. It operationalizes any prominent methodology available and also allows you to tailor your own and apply it consistently and objectively across every opportunity.  

Short answer: 
Deal Health-AI™ is designed for sellers, sales managers, and sales leaders. 

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Sellers use Deal Health-AI™ to understand where they stand in each deal and what to do next. Sales managers use it to coach more effectively and focus on real risks instead of assumptions. Sales leaders use it to gain visibility into deal quality across the pipeline and improve forecast confidence. 

Short answer: 
Deal Health-AI™ uses leading commercial large language models through secure APIs, with controls in place to protect customer data. 

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Deal Health-AI™ uses enterprise-grade AI services accessed through secure APIs to generate insights, recommendations, and communication assets.

Customer data is never used to train public AI models. 

The platform is designed with redundancy in mind and supports multiple AI providers to ensure reliability and continuity of service. 

Deal Health-AI™ also includes controls to help protect sensitive information. Customers can limit, mask, or exclude personally identifiable information from AI processing based on their internal policies. 

This approach allows teams to benefit from AI capabilities while maintaining control over data usage and privacy. 

Short answer: 
Deal Health-AI™ analyzes structured qualification inputs and seller insights to generate an objective assessment of deal health. 

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Users provide qualification inputs using structured templates aligned to their sales model or methodology. Deal Health-AI™ evaluates these inputs across multiple categories, calculates category scores, and generates an overall Deal Health Score. The output is a Deal Health-MRI™ that highlights what is strong, what is at risk, and what actions can improve the likelihood of success. In addition to the Deal Health-MRI™, the platform generates SmartBriefs™ that translate deal insights into clear, structured communications for internal teams and client-facing interactions. 

Short answer: 
Deal Health-AI™ is a sales intelligence platform that helps sellers and sales leaders objectively assess the qualification strength and overall health of active opportunities. 

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Deal Health-AI™ evaluates the quality of each deal by inspecting how well it has been qualified, documented, and advanced. It produces a Deal Health-MRI™, which provides a clear view of strengths, risks, gaps, and recommended next actions. Deal Health-AI™ also generates SmartBriefs™, which are communication assets designed to help sellers and leaders align internally and communicate clearly with customers. The platform is designed to replace guesswork with clarity and help teams make better decisions about where to focus time and effort.