FAQs

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

Read more: 
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™ uses leading commercial large language models through secure APIs, with controls in place to protect customer data. 

Read more: 
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: 
No. Deal Health-AI™ works alongside your CRM and sales methodology. 

Read more: 
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: 
No. It makes deal reviews more effective. 

Read more: 
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™ focuses on deal quality and readiness, not rollups or predictions alone. 

Read more: 
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 is evaluated using structured qualification categories and seller provided insights. 

Read more: 
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: 
Deal Health-AI is built for sellers, sales managers, and sales leaders—but each uses it differently to improve deal outcomes.

Read more: 
Sellers use Deal Health-AI™ to understand what’s real in their deals—where they stand, where the risks are, and what they need to do next to move the deal forward.

Sales managers use it to coach more effectively. Instead of relying on updates or assumptions, they can focus on real gaps, real risks, and where deals are actually exposed.

Sales leaders use it to gain visibility into deal quality across the pipeline. Not just activity—but whether deals are truly qualified, where risk is building, and how confident they can be in the forecast.

Across all roles, the goal is the same:
move from assumption and guesswork… to clarity and structured thinking.

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  

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

Read more: 
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™ includes a no obligation trial as part of the subscription onboarding process. 

Read more: 
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™ integrates with CRM systems using a one way inbound sync and a controlled insight write back. 

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

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

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

Read more: 
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: 
Any time meaningful deal information changes. 

Read more: 
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: 
Yes. Security, access control, and data protection are built into the platform by design.

Read more: 
Deal Health-AI™ uses role-based access controls, encryption in transit and at rest, audit logging, and logical tenant-level data isolation to protect customer data.

Access is restricted to authorized users, with administrators controlling permissions by role to ensure confidentiality and alignment with internal policies.

Deal Health-AI™ is actively aligning with SOC 2 security and compliance standards as part of its ongoing security program.

For additional information, contact sales@prescriptas.com.

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

Read more: 
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: 
Deal Health-AI™ is hosted on Amazon Web Services (AWS) in the United States.

Read more: 
The platform runs on secure, enterprise-grade cloud infrastructure designed for high availability, performance, and data protection.

Data is managed under a global hosting model with consistent security, privacy, and access controls applied across all customers.

Country-specific data residency options are not currently supported.