FAQs

Deal Health-AI™ turns the evidence surrounding an opportunity into intelligence about what’s real, what’s at risk, and what should happen next.

Powered by Nello™, your AI sales partner, Deal Health-AI brings together CRM data, deal evidence, seller knowledge, and account history to build a current understanding of the opportunity.

Inspector Nello™ examines the deal using your organization’s Deal Qualification & Inspection Method. Nello looks beyond sales activity and CRM fields to evaluate qualification strength, buyer evidence, risks, gaps, inconsistencies, momentum, and what could derail the opportunity.

Nello then generates a Deal Health-MRI™, providing a diagnostic view of the deal: what’s strong, what’s missing, what’s at risk, and where attention is needed.

But diagnosis is only the beginning. Nello works with you to strengthen strategy, prepare for critical buyer interactions, improve proposals, address risks, and determine the actions that can move the opportunity forward.

The approach is simple:

Inspect → Diagnose → Strategize → Execute

Your CRM remains your system of record. Deal Health-AI™ becomes your system of insight. Nello™ turns that intelligence into action.

Know What’s Real. Know What to Do Next. Win More Deals.

Short answer:
Deal Health-AI™ uses advanced AI and large language models to power Nello™, an AI sales partner that analyzes deal information, challenges assumptions, identifies risks and gaps, and recommends actions to advance opportunities.

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Deal Health-AI™ combines AI with CRM data, deal evidence, seller knowledge, and account history to create a deeper understanding of each opportunity.

Through Nello™, AI is applied throughout the deal lifecycle. Nello can inspect opportunities, evaluate qualification and buyer evidence, identify risks and inconsistencies, strengthen deal strategy, prepare for important buyer interactions, review proposals, and recommend what to do next.

Deal Health-AI™ uses leading commercial AI services through secure APIs while maintaining controls designed to protect customer information.

Prescriptas does not permit Customer Data submitted through Deal Health-AI™ to be used by its AI providers to train or improve their general-purpose models.

Deal Health-AI™ also provides controls designed to limit or mask personally identifiable information from AI processing based on customer policies and configuration.

The result is AI designed for more than summarization. Nello turns deal evidence into intelligence and intelligence into action.

Short answer:
Deal Health-AI™ is a Deal Intelligence & Advancement Platform powered by Nello™, an AI sales partner built for complex B2B opportunities.

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Deal Health-AI™ with Nello™ goes beyond tracking sales activity, summarizing CRM data, or simply qualifying an opportunity.

Nello™ brings together CRM data, deal evidence, seller knowledge, and account history to develop a deeper understanding of each opportunity.

Through Inspector Nello™, Coach Nello™, Proposal-IQ™, Nello’s Win Room™, and SmartBriefs™, Nello can inspect opportunities, uncover qualification gaps and risks, challenge assumptions, evaluate buyer evidence, strengthen deal strategy, prepare for critical buyer interactions, improve proposals, and prescribe actions that advance the opportunity.

At the center of the platform is the Deal Health-MRI™, Nello’s diagnostic view of the opportunity, showing what’s strong, what’s missing, what’s at risk, what could derail the deal, and where action is needed.

Deal Health-AI™ works alongside your CRM and sales methodology, adding the intelligence and guidance needed to understand and advance complex opportunities.

Your CRM tells you what’s in the pipeline. Deal Health-AI™ with Nello™ tells you what’s real and what to do next.

Know What’s Real. Know What to Do Next. Win More Deals.

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Deal Intelligence & Advancement is the continuous process of understanding what’s really happening inside an opportunity and turning that intelligence into the actions needed to move the deal forward and improve your chances of winning.

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Traditional sales technology is very good at recording opportunities, tracking activity, managing pipeline, and forecasting outcomes.

But complex B2B deals require something more.

You need to understand whether the deal is truly qualified, what the buyer evidence actually supports, where risks and hidden obstacles exist, whether activity represents real progress, what could derail the opportunity, and what needs to happen next.

That’s Deal Intelligence.

But insight alone doesn’t win deals.

Once you understand what’s real, you need to strengthen the strategy, close qualification gaps, address risks, engage the right stakeholders, prepare for critical buyer interactions, improve proposals, differentiate against competitors, and execute the actions that move the opportunity forward.

That’s Deal Advancement.

Deal Health-AI™ with Nello™ brings the two together in a continuous cycle:

Inspect → Diagnose → Strategize → Execute → Reinspect

As the opportunity changes, Nello™ continues to evaluate new evidence, risks, buyer progress, and deal dynamics so your understanding and actions can change with it.

Deal Intelligence tells you what’s real. Deal Advancement turns that intelligence into what you do next.

Together, they answer the two questions at the heart of every complex opportunity:

What’s really happening in this deal?

What do we need to do next to improve our chances of winning?

Short answer:
Nello™ is your AI sales partner for complex B2B deals, combining the discipline of a deal inspector, the thinking of a strategist, the guidance of a coach, and the perspective of a trusted sales advisor.

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Nello was built around a simple idea: the best sales professionals don’t need another chatbot. They need an intelligent partner that understands the deal, challenges their thinking, and knows what to look for.

Nello works alongside you throughout the opportunity, developing an understanding of the deal, its history, the people involved, the evidence you’ve gathered, the risks you’re facing, and what still needs to happen.

Nello is evidence-driven and constructively challenging. It doesn’t automatically accept seller confidence, CRM activity, or assumptions as proof that a deal is healthy. It looks deeper for buyer evidence, meaningful progress, hidden risks, inconsistencies, weak qualification, and obstacles that could prevent you from winning. That reflects the original Nello vision of challenging assumptions, validating evidence, detecting hidden risk, and distinguishing activity from meaningful deal progression.

Sometimes you need an inspector. Nello challenges the deal and looks for what you may be missing.

Sometimes you need a coach. Nello prepares you for the conversations and moments that matter.

Sometimes you need a strategist. Nello works with you on competition, differentiation, stakeholders, business value, and your path to win.

Sometimes you need a trusted advisor who will challenge what you believe about the deal and ask whether the evidence actually supports it.

And sometimes you simply need to ask:

“Nello, what should I do next?”

That’s who Nello is.

An AI sales partner that knows your deal, challenges your thinking, and works with you to improve your chances of winning.

Short answer:
Yes. Deal Health-AI™ is designed to work alongside your CRM and your sales methodology, adding a layer of deal intelligence that turns opportunity data and evidence into insight and action.

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Your CRM remains your system of record. Deal Health-AI™ becomes your system of insight.

Deal Health-AI™ with Nello™ works with your CRM to inspect opportunities, analyze deal evidence, uncover risks and qualification gaps, challenge assumptions, and determine what needs to happen next.

It also works with the sales methodology your organization chooses. Deal Health-AI™ uses a Deal Qualification & Inspection Method to provide a consistent structure for inspecting opportunities. Organizations can establish their own method or configure Deal Health-AI™ to align with the methodology they use.

Nello™ applies that structure while considering buyer evidence, deal dynamics, risks, gaps, and progress, rather than treating qualification as a checklist.

Your CRM records the deal. Your methodology provides structure. Deal Health-AI™ with Nello™ provides the intelligence to understand and advance it.

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Nello™ is your AI sales partner for complex B2B opportunities, bringing together deal intelligence, inspection, strategy, coaching, proposal expertise, and win guidance to determine what’s real and what to do next.

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Nello™ is the intelligence and engagement experience at the center of Deal Health-AI™.

Nello understands the context surrounding your opportunities by bringing together CRM data, deal evidence, seller knowledge, and account history. But Nello doesn’t simply summarize what happened.

Nello inspects the deal, challenges assumptions, evaluates buyer evidence, uncovers qualification gaps and risks, identifies hidden obstacles, and determines what needs attention.

Depending on what you’re trying to accomplish, Nello takes on different roles:

• Inspector Nello™ examines the opportunity and generates the Deal Health-MRI™.
• Coach Nello™ prepares you for critical buyer interactions.
• Proposal-IQ™ analyzes and strengthens proposals.
• Nello’s Win Room™ focuses on strategy, competition, differentiation, and the path to win.
• SmartBriefs™ turn deal intelligence into focused, actionable outputs.

And because Nello understands the opportunity and its history, you can continue working with Nello as the deal evolves rather than starting from scratch every time.

Nello isn’t another AI assistant sitting beside your CRM. Nello is your AI sales partner for understanding, strengthening, and advancing the deals that matter.

Short answer:
No. It makes deal reviews more informed, objective, and actionable.

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Deal Health-AI™ doesn’t eliminate the value of human judgment or collaborative deal reviews. It gives those conversations a stronger foundation.

Before the review, Nello™ can inspect the opportunity and generate a Deal Health-MRI™ that identifies what’s strong, what’s missing, what’s at risk, and what could derail the deal.

Instead of relying primarily on CRM updates, seller opinions, or anecdotal assessments, sales professionals and leaders can review the opportunity with a shared view of the deal evidence, qualification strength, buyer progress, risks, and recommended actions.

The result is a different kind of deal review: less time determining what’s happening and more time deciding what to do about it.

Deal Health-AI™ provides the intelligence. Nello™ brings the deal into focus. Your team brings the experience, judgment, and leadership needed to move it forward.

Still have questions?
See Deal Health-AI™ with Nello™ in action. Request a guided demo or contact our team to discuss your specific use case.

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Forecasting and pipeline tools tell you what may happen across the pipeline. Deal Health-AI™ with Nello™ goes inside the individual opportunity to understand what’s real, what’s at risk, and what needs to happen next.

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Traditional forecasting, pipeline, and revenue intelligence platforms are primarily designed to provide visibility across the pipeline: deal stages, activity, trends, forecast categories, probabilities, and predicted outcomes.

Deal Health-AI™ approaches the problem from a different direction.

Nello™ inspects the individual opportunity. It examines deal evidence, qualification strength, buyer progress, risks, gaps, inconsistencies, and potential obstacles to understand the underlying health of the deal.

The Deal Health-MRI™ turns that inspection into a diagnostic view of the opportunity, showing what’s strong, what’s missing, what’s at risk, and where action is needed.

And Deal Health-AI™ goes beyond identifying the problem. Nello works with you to strengthen deal strategy, address risks and gaps, and determine what needs to happen next to improve your chances of winning.

Forecasting asks: “What is likely to happen?”

Deal Health-AI™ with Nello™ asks: “What’s real, what could prevent us from winning, and what do we need to do next to improve our chances of winning?”

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Deal Health-AI™ evaluates Deal Health by looking beyond CRM fields and seller activity to examine qualification strength, buyer evidence, risks, gaps, momentum, and the overall integrity of the opportunity.

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Inspector Nello™ evaluates each opportunity using your organization’s Deal Qualification & Inspection Method, providing a consistent structure for understanding what should be known about the deal.

But Nello doesn’t simply check whether qualification criteria have been completed. It considers the strength and quality of the evidence behind the deal, including buyer engagement and commitments, unresolved gaps, inconsistencies, risks, obstacles, and whether apparent momentum is supported by meaningful buyer progress.

The assessment produces a Deal Health-MRI™, which brings these signals together into a diagnostic view of the opportunity. The MRI includes Deal Qualification (DQ), Qualification Integrity (QI), forecast assessment, integrity signals, strengths, gaps and risks, and recommended actions.

The objective isn’t simply to give the deal a score. It’s to answer the questions that matter:

What’s real? What’s missing? What’s at risk? What could derail the deal? And what do we need to do next to improve our chances of winning?

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Deal Health-AI™ with Nello™ is designed for sales professionals, sales managers, and sales leaders working complex B2B opportunities, with each using the platform differently to understand, strengthen, and advance deals.

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Sales professionals use Nello™ to understand what’s real in their opportunities: what’s strong, what’s missing, where risks exist, what could derail the deal, and what they need to do next to improve their chances of winning.

Sales managers use Deal Health-AI™ to make coaching and deal reviews more focused and actionable. Instead of relying primarily on status updates and seller opinions, they can focus conversations on deal evidence, qualification gaps, buyer progress, risks, strategy, and next actions.

Sales leaders gain greater visibility into the health of important opportunities and the pipeline. They can see where qualification is strong or weak, where risk is building, which deals need attention, and how defensible the forecast really is.

Across every role, the objective is the same:

Know What’s Real. Know What to Do Next. Win More Deals.

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Yes. Deal Health-AI™ provides structured data exports designed for analysis, reporting, and leadership review.

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Tenant Admins can export Deal Health-AI™ account and opportunity data in a structured Excel workbook designed to be immediately ready for analysis.

The export brings together key Deal Health-AI™ information, including opportunities, qualification data, category scores, recommendations, and account information, while maintaining the relationships between accounts and opportunities.

The structured format makes it easier to analyze deal intelligence across opportunities, identify patterns and risks, perform leadership analysis, and create additional reporting using tools such as Excel, Power BI, or Tableau.

The objective is simple: make your Deal Health-AI™ data portable, structured, and ready for analysis without requiring extensive manipulation after export.

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The Deal Health-AI™ trial gives you hands-on experience with Nello™ using real opportunities from your pipeline, so you can see the intelligence and value before making a broader commitment.

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The trial is designed to let you experience Deal Health-AI™ with Nello™ on actual opportunities, not just watch a product demonstration.

Connect your CRM or bring opportunities into Deal Health-AI™, then put Nello to work. Inspector Nello™ can inspect your deals, uncover qualification gaps and risks, evaluate buyer evidence, and generate Deal Health-MRIs™ that show what’s strong, what’s missing, what’s at risk, and what could derail the opportunity.

You can then engage with Nello to explore the deal, strengthen strategy, prepare for important buyer interactions, and determine what to do next.

The goal of the trial is simple: see what Nello discovers in your own deals and determine whether Deal Health-AI™ can improve the way your organization understands and advances opportunities.

Trial duration, usage limits, and included credits are provided when you begin your trial and may vary based on the trial program offered. 

Short answer:
Deal Health-AI™ uses a flexible, usage-based pricing model designed to scale with your organization and how you use Nello™.

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Deal Health-AI™ pricing is based on platform usage rather than simply charging for every individual user. This allows organizations to give their sales professionals and leaders access to Deal Health-AI™ with Nello™ without traditional per-seat pricing becoming the primary constraint.

Usage is managed through Deal Health-AI™ credits, which are consumed as Nello™ performs AI-powered work such as inspecting opportunities, generating Deal Health-MRIs™, analyzing deal information, providing coaching and strategy support, reviewing proposals, and creating other Nello outputs.

Organizations select a monthly usage level appropriate for their expected needs and can adjust as adoption and usage grow.

This approach is designed to align cost with the AI intelligence and work being performed, while giving organizations flexibility to expand Deal Health-AI™ across their sales organization.

Specific pricing, included usage, and billing options are provided based on your organization’s requirements.

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Deal Health-AI™ integrates with Salesforce, HubSpot, and Microsoft Dynamics 365, bringing opportunity data and deal evidence into Nello™ for deeper analysis and returning valuable deal intelligence to the CRM where your team already works.

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Your CRM remains your system of record. Deal Health-AI™ with Nello™ becomes your system of insight.

Deal Health-AI™ integrates with Salesforce, HubSpot, and Microsoft Dynamics 365 to bring relevant information such as accounts, opportunities, contacts, activities, notes, and attachments into the platform.

Nello™ uses that information to build a deeper understanding of the opportunity. Inspector Nello™ can inspect the deal, evaluate qualification and buyer evidence, uncover risks and gaps, identify what could derail the opportunity, and generate a Deal Health-MRI™.

Deal Health-AI™ can also publish selected insights and outputs back to the CRM, giving sales professionals and leaders access to valuable deal intelligence within the tools they already use.

The objective isn’t to replace your CRM. It’s to turn the information already surrounding your opportunities into intelligence you can act on.

Your CRM tracks the deal. Nello™ helps you understand and advance it.

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Nello™ makes sales coaching and deal reviews more focused, objective, and actionable by grounding conversations in the actual opportunity, deal evidence, risks, gaps, and what needs to happen next.

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Nello™ brings deal intelligence directly into coaching and deal reviews.

For deal reviews, managers and sales leaders can use Deal Health-MRIs™, SmartBriefs™, and Nello’s analysis of the opportunity to understand what’s strong, what’s missing, what’s at risk, what could derail the deal, and where attention is needed.

Instead of spending the review trying to determine what’s really happening, the conversation can focus on strategy, risks, buyer progress, and the actions needed to advance the opportunity.

Coaching goes further with Coach Nello™. Because Nello understands the context of the opportunity, coaching can be specific to the deal and the moment. Sales professionals can work with Nello to prepare for executive meetings, presentations, orals, business-case discussions, mutual action planning, procurement and legal conversations, and other critical buyer interactions.

Managers remain an important part of the coaching process. Nello gives both the sales professional and manager a stronger foundation for discussing the deal and determining what to do next.

Less time reviewing what happened. More time figuring out how to move the deal forward and improve your chances of winning.

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Deal Health-AI™ is designed for fast time to value. There are no qualification forms or inspection templates to build, and role-based onboarding guides each user through getting started with Nello™.

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Getting started with Deal Health-AI™ doesn’t require a lengthy enterprise implementation or extensive configuration.

We work with your organization to configure your environment, connect Salesforce, HubSpot, or Microsoft Dynamics 365, establish your Deal Qualification & Inspection Method, set up your users, roles and sales hierarchy, and configure your forecast model.

There are no qualification forms or inspection templates to build. Nello™ provides a conversational experience that applies your organization’s inspection method as it works with each opportunity.

Once connected, active opportunities can be brought into Deal Health-AI™ and Inspector Nello™ can begin analyzing the opportunity and available deal evidence, identifying risks and gaps, and generating a Deal Health-MRI™.

Role-based onboarding and in-product guidance introduce sales professionals, managers, and leaders to the capabilities most relevant to their responsibilities and how they use Nello™.

From there, your organization can put Nello to work inspecting and advancing opportunities, strengthening deal strategy, preparing for important buyer interactions, reviewing proposals, and determining what to do next.

Most organizations can begin working with real opportunities and seeing meaningful deal intelligence within a day or two.

Get connected. Get your team onboarded. Put Nello to work on the deals that matter.

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A Deal Assessment Baseline is Nello’s initial assessment of an opportunity, providing a starting view of deal qualification, available evidence, risks, gaps, and areas that need further inspection.

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When an opportunity is brought into Deal Health-AI™, Nello™ analyzes the information currently available from the CRM and associated deal evidence to establish a Deal Assessment Baseline.

The Baseline gives you an immediate starting point for understanding the opportunity before deeper inspection begins. It identifies what Nello can already determine from the available evidence, where important information may be missing, and which areas of the deal warrant further investigation.

The Deal Assessment Baseline provides an initial view of the opportunity, including qualification strength, evidence, potential risks and gaps, and areas requiring additional validation.

From there, Inspector Nello™ uses the Baseline to guide a more focused inspection of the opportunity, exploring what needs to be confirmed, clarified, challenged, or strengthened.

As you work with Nello and provide additional deal knowledge and evidence, Nello develops a more complete understanding of the opportunity. That deeper inspection leads to the Deal Health-MRI™, Nello’s diagnostic assessment of the current health of the deal.

The Baseline establishes where the deal appears to stand. The Deal Health-MRI™ shows what Nello determines after deeper inspection.

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A Deal Health-MRI™ is Nello’s diagnostic view of an opportunity, showing what’s strong, what’s missing, what’s at risk, what could derail the deal, and what needs attention to improve your chances of winning.

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A Deal Health-MRI™ is the signature diagnostic output of Deal Health-AI™ with Nello™.

After Inspector Nello™ examines an opportunity, Nello brings together qualification strength, buyer evidence, deal risks, gaps, momentum, inconsistencies, and other important signals to create a current assessment of the deal.

The Deal Health-MRI™ includes key indicators such as Deal Qualification (DQ), Qualification Integrity (QI), forecast assessment, integrity signals, strengths, gaps and risks, and recommended actions.

But the MRI isn’t simply a score or report. It is designed to answer the questions that matter:

What’s strong? What’s missing? What’s at risk? What could derail the deal? What should we do next?

When should you generate a new Deal Health-MRI™?

A deal changes as new information emerges, stakeholders engage, meetings occur, risks are resolved or introduced, and buyer commitments change.

Generate a new Deal Health-MRI™ when meaningful new deal evidence or changes could affect your understanding of the opportunity. This may follow an important buyer meeting, a proposal or presentation, a change in stakeholders, new competitive information, movement in the buying process, or progress on significant risks and gaps.

For important active opportunities, periodically refreshing the MRI also provides a current view of where the deal stands and how it has changed over time.

Think of the Deal Health-MRI™ as the current diagnostic picture of the opportunity. As the deal changes, generate a new MRI to see what’s changed and what to do next.

Short answer:
Yes. Deal Health-AI™ is built with enterprise security, privacy, access control, and data protection at the core of the platform.

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Deal Health-AI™ uses multiple layers of security and governance designed to protect customer data throughout the platform.

Customer environments are protected through tenant-level data isolation, role-based access controls (RBAC), encryption in transit and at rest, audit logging, and secure authentication and authorization controls. Administrators can manage access based on user roles and organizational responsibilities.

Deal Health-AI™ also incorporates PII masking and AI guardrails designed to provide additional control over information processed through AI services.

Prescriptas maintains an ongoing security and compliance program and has achieved SOC 2 Type I and ISO 27001 certification. Our SOC 2 Type II audit is currently in progress.

Deal Health-AI™ is hosted on Amazon Web Services (AWS) and uses enterprise technology providers and security controls as part of its infrastructure.

Prescriptas does not permit Customer Data submitted through Deal Health-AI™ to be used by its AI providers to train or improve their general-purpose models.

Security isn’t an add-on to Deal Health-AI™. It’s part of how the platform, Nello™, and your deal intelligence are designed to operate.

For additional security, privacy, or compliance information, contact sales@prescriptas.com

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Deal Health-AI™ is hosted on Amazon Web Services (AWS) in the United States. Certain customer information may also be securely processed by authorized service providers when necessary to deliver the Service.

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Deal Health-AI™ runs on Amazon Web Services (AWS) infrastructure in the United States, using enterprise cloud infrastructure and security controls designed to protect customer information.

Customer Data stored within the Deal Health-AI™ platform is maintained within our AWS environment, with controls including encryption, access management, tenant-level data isolation, and audit logging.

To provide certain Deal Health-AI™ and Nello™ capabilities, authorized technology providers and subprocessors may process relevant customer information outside the primary AWS hosting environment. This can include AI services and other technology services necessary to operate the platform.

Prescriptas maintains security, privacy, and contractual controls governing the use of these service providers.

Country-specific data residency options are not currently supported.

For additional information about data hosting, processing, security, or privacy requirements, contact sales@prescriptas.com.

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Inspector Nello™ examines the evidence surrounding an opportunity, challenges assumptions, identifies what’s strong, missing, or at risk, and works with the seller to determine what’s really happening in the deal.

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An inspection starts with what is already known about the opportunity. Inspector Nello™ brings together relevant CRM information, deal activity, documents and evidence, account history, and the seller’s knowledge of the opportunity.

Nello evaluates the deal through the organization’s configured Deal Qualification & Inspection Method, looking beyond whether information simply exists to determine how well the opportunity is actually supported by evidence.

Inspector Nello™ looks for signals such as:

• Strength and completeness of deal qualification
• Buyer evidence versus seller assumptions
• Stakeholder engagement and access
• Business problems, value, and decision drivers
• Buying and decision process clarity
• Risks, gaps, inconsistencies, and unresolved obstacles
• Evidence of genuine buyer progress and momentum
• Factors that could prevent or derail the deal

But inspection is not just an automated analysis.

Inspector Nello™ engages the seller conversationally, asking focused questions where additional knowledge, clarification, or evidence is needed. As the inspection progresses, Nello uses what it learns to determine where deeper inspection is warranted and what matters most to the opportunity.

The result is a Deal Health-MRI™ that brings together qualification, evidence quality, forecast perspective, integrity signals, strengths, gaps and risks, and recommended actions.

The objective isn’t simply to complete a qualification checklist.

It’s to know what’s real in the deal, understand what could stand in the way of winning, and know what to do next.

Short answer:
Deal Qualification (DQ) measures how well an opportunity is qualified against your organization’s Deal Qualification & Inspection Method. Qualification Integrity (QI) reflects the quality and credibility of the evidence supporting that qualification.

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DQ and QI work together to provide a more complete picture of an opportunity.

Deal Qualification (DQ) answers:

How well qualified is this deal?

DQ reflects the strength and completeness of qualification across the categories defined by your organization’s Deal Qualification & Inspection Method. It is expressed as a percentage, making it easy to see overall qualification strength and where important gaps remain.

But a deal can appear well qualified while still relying heavily on seller assumptions, incomplete information, outdated evidence, or activity that does not demonstrate real buyer commitment.

That’s where Qualification Integrity (QI) comes in.

QI answers:

How much confidence should we have in the qualification?

QI evaluates the integrity of the evidence behind the deal. Inspector Nello™ considers factors such as the quality, consistency, credibility, and support for what is known about the opportunity.

Together, they provide two different but complementary perspectives:

DQ tells you how qualified the deal is.
QI tells you how much confidence to place in that qualification.

For example, a deal may have a relatively strong DQ score because many qualification elements are present, but a weaker QI if important conclusions depend primarily on seller assertions rather than meaningful buyer evidence.

Both are presented in the Deal Health-MRI™, alongside forecast perspective, integrity signals, strengths, gaps and risks, and recommended actions.

The objective is not simply to produce another score.

It’s to distinguish what you know about the deal from how confidently you know it.

Short answer:
Nello™ looks beyond seller activity to determine whether there is meaningful evidence that the buyer is actually moving the opportunity forward.

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Meetings, emails, proposals, demos, follow-ups, CRM updates, and completed tasks can all indicate that a seller is busy.

But activity alone does not mean a deal is progressing.

Nello™ evaluates what is happening on both sides of the opportunity, looking for evidence that the buyer is investing time, attention, access, resources, or commitments that move the buying process forward.

Examples of meaningful buyer progress can include:

• Engaging additional stakeholders or decision-makers
• Providing access to an economic buyer or executive sponsor
• Confirming business problems, priorities, or desired outcomes
• Sharing decision criteria or explaining how a decision will be made
• Agreeing to meaningful next steps and following through on them
• Participating in validation, technical, security, procurement, or legal activities
• Committing resources or people to the evaluation
• Advancing an agreed buying or mutual action plan

Nello also looks for situations where seller activity is increasing but buyer commitment is not.

A deal may have frequent meetings, extensive email traffic, an active proposal, and plenty of CRM activity while important buyer commitments remain unresolved. That can create the appearance of momentum without strong evidence that the opportunity is actually advancing.

Inspector Nello™ considers these signals alongside the broader deal evidence, qualification, stakeholder engagement, buying process, and opportunity history to identify where apparent momentum may differ from actual buyer progress.

Those observations can contribute to the Integrity Signals presented in the Deal Health-MRI™, including False Momentum, Consistency Risk, and Forecast Defensibility.

The principle is simple:

Seller activity tells you what your team is doing. Buyer evidence tells you whether the deal is really moving.

Short answer:
Deal Health-AI™ analyzes the evidence surrounding an opportunity to uncover what’s missing, what’s inconsistent, what could derail the deal, and where activity may be creating the appearance of progress without meaningful buyer commitment.

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Deal risk is not always obvious.

An opportunity can have an active pipeline stage, a near-term close date, frequent meetings, a proposal in the customer’s hands, and an optimistic seller while still having significant weaknesses beneath the surface.

Deal Health-AI™ with Nello™ looks across the opportunity to identify signals that deserve attention.

Risks are conditions that could negatively affect the opportunity or prevent the deal from advancing or closing. These might include weak executive engagement, unresolved objections, competitive threats, unclear decision processes, procurement obstacles, or insufficient business justification.

Gaps are important elements of the deal that are missing, incomplete, insufficiently validated, or unsupported by evidence. A qualification field may be populated, for example, while the underlying buyer evidence remains weak.

False Momentum occurs when the activity surrounding an opportunity suggests progress, but meaningful buyer commitment or advancement does not support that appearance. Meetings, emails, demos, proposals, and seller follow-ups can create substantial activity without necessarily moving the buying process forward.

Nello™ evaluates these signals in the context of the broader opportunity, including qualification, buyer evidence, stakeholder engagement, CRM information, deal history, seller knowledge, and other available evidence.

Inspector Nello™ can then engage the seller to investigate important gaps, clarify conflicting information, challenge assumptions, and better understand potential risks.

The resulting Deal Health-MRI™ brings the findings together, highlighting strengths, gaps and risks, Integrity Signals, and recommended actions.

The goal is not simply to flag problems.

It’s to uncover what could stand in the way of winning while there is still time to do something about it.

Short answer:
Nello™ determines the next best actions by evaluating the current state of the opportunity, identifying what is most likely to stand in the way of progress, and prioritizing the actions that matter most to advancing the deal.

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Not every gap or risk deserves the same attention.

Nello™ considers the broader context of the opportunity, including qualification, buyer evidence, stakeholder engagement, risks and obstacles, buying process, deal stage, timing, account history, and what has already happened in the deal.

From that context, Nello identifies where action is most important.

That might mean recommending actions to:

• Strengthen an incomplete or weakly supported area of qualification
• Validate an important assumption with the buyer
• Engage a missing stakeholder or economic buyer
• Strengthen the business case or value justification
• Resolve an objection, risk, or competitive vulnerability
• Clarify the customer’s decision or procurement process
• Establish stronger buyer commitments and next steps
• Prepare for an important meeting, presentation, negotiation, or executive interaction
• Strengthen a proposal or response
• Address something that could derail or delay the opportunity

Nello also considers what has already been learned about the deal. As new evidence, conversations, activities, and changes occur, the priorities can change too.

That means “what to do next” is not a static checklist. It reflects what the opportunity needs now.

Recommendations can appear throughout Deal Health-AI™, including through Inspector Nello™, Advisor Nello™, Coach Nello™, Deal Health-MRI™, SmartBriefs™, Proposal-IQ™, and Nello’s Win Room™.

And because Nello is conversational, a seller can simply ask:

“Nello, what should I do next?”

Nello can use the context of the opportunity to provide deal-specific guidance focused on moving it forward.

Know What’s Real. Know What to Do Next.

Coach Nello™ is your AI deal coach, helping you prepare for critical customer interactions using the actual context, risks, stakeholders, and strategy of your opportunity.

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Traditional sales coaching often focuses on general selling skills, techniques, and behaviors.

Coach Nello™ focuses on the deal in front of you.

Because Nello understands the opportunity, Coach Nello™ can use what is already known about the customer, stakeholders, qualification, buyer evidence, risks, gaps, competitive position, deal history, and strategy to help you prepare for the moments that matter.

Coach Nello™ can help you prepare for situations such as:

• Executive meetings and conversations
• Discovery and customer meetings
• Oral presentations
• Opening remarks
• Solution presentations and demonstrations
• Business case discussions
• Objections and difficult conversations
• Mutual action plan discussions
• Procurement and legal negotiations
• Competitive situations
• Other critical interactions that could influence the deal

The coaching can focus on what you need to accomplish, what the buyer may care about, questions you should be prepared to ask or answer, risks to anticipate, messages to reinforce, and mistakes to avoid.

And because the coaching is grounded in the opportunity, it evolves as the deal evolves.

Coach Nello™ doesn’t just coach you on how to sell.

He coaches you on how to win this deal.

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Proposal-IQ™ is Nello’s AI-powered proposal intelligence capability, analyzing proposals and RFP responses to identify strengths, weaknesses, missing content, differentiation opportunities, and competitive vulnerabilities before they reach the customer.

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A proposal can be complete, polished, and technically accurate and still fail to make a compelling case for why the customer should choose you.

Proposal-IQ™ looks beyond grammar, formatting, and document quality to evaluate the proposal from a deal and buyer perspective.

Because Proposal-IQ™ operates within Deal Health-AI™, Nello can consider what is known about the opportunity alongside the proposal itself, including the customer’s business problems, priorities, requirements, stakeholders, decision criteria, competitive situation, value drivers, and deal strategy.

Proposal-IQ™ can evaluate areas such as:

• Alignment with customer requirements and priorities
• Strength and clarity of the business case
• Customer value and expected outcomes
• Solution alignment
• Differentiation and competitive positioning
• Strength of win themes
• Missing, weak, or unsupported content
• Potential objections or vulnerabilities
• Consistency between the proposal and what is known about the deal
• Areas where the response could be strengthened before submission

For RFP-driven opportunities, Proposal-IQ™ can also help assess requirements and determine whether the response is addressing what matters most to the customer, rather than simply answering every question.

The objective isn’t just to produce a better-written proposal.

It’s to strengthen the proposal as part of the strategy to win the deal.

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Nello’s Win Room™ is your AI-powered deal strategy workspace, bringing together the intelligence surrounding an opportunity to help you build, challenge, and strengthen your strategy to win.

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Understanding the health of a deal is important. Winning it requires a strategy.

Nello’s Win Room™ gives sellers and deal teams a focused environment to work with Nello on the strategic dimensions of a complex opportunity.

Because Nello already understands the deal, the Win Room can draw on the opportunity’s context, including buyer priorities, stakeholders, qualification, risks, competitive dynamics, business value, evidence, and deal history.

The Win Room can help you think through areas such as:

• Win strategy and path to win
• Win themes and differentiation
• Competitive positioning and vulnerabilities
• Business case and customer value
• Executive sponsorship and stakeholder strategy
• Decision dynamics and potential obstacles
• Deal architecture and strategic priorities
• Critical actions needed to improve the probability of winning

Nello can challenge the strategy, surface weaknesses, explore alternatives, and help identify where the deal needs to become stronger.

And because the Win Room is connected to the opportunity, the strategy can evolve as new evidence emerges, stakeholders engage, competitors move, and the deal changes.

The Win Room isn’t another place to review pipeline information.

It’s where you work with Nello to turn deal intelligence into a strategy to win.

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Nello SmartBriefs™ are deal-aware, AI-generated briefings that turn the intelligence surrounding an opportunity into focused, purpose-built insights for specific sales situations and decisions.

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Different moments in a deal require different intelligence.

A sales leader reviewing an opportunity needs something different from a seller preparing for a customer meeting. An executive preparing to engage with the customer needs a different perspective from a team analyzing why a deal was won or lost.

Nello SmartBriefs™ turn what Nello knows about the opportunity into focused briefings designed for those specific moments.

SmartBriefs™ can include:

• Deal Opener: Develops a customer-focused opening perspective for an important meeting or presentation.
• Executive Deal Review: Distills the opportunity into the issues, risks, strengths, and priorities that matter most for an executive review.
• Meeting Maximizer: Helps prepare for an upcoming customer meeting based on the current state of the deal.
• Leadership Briefing: Gives sales leadership a focused view of the opportunity and what deserves attention.
• Coaching Summary: Surfaces areas where coaching can have the greatest impact on the deal.
• Client POV: Develops a customer-centered perspective based on what is known about their situation, priorities, and potential outcomes.
• Post-Mortem IQ: Examines a completed opportunity to identify insights and lessons from the win or loss.

Because SmartBriefs™ are grounded in the opportunity, they can reflect the customer, stakeholders, deal history, buyer evidence, risks, qualification, strategy, and other relevant context already known to Nello.

They aren’t generic summaries of CRM fields.

Nello SmartBriefs™ turn deal intelligence into the right perspective for the moment that matters.

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Nello™ maintains deal and account context so you don’t have to start from scratch every time you engage. As opportunities evolve, Nello can use what has already been learned to provide more relevant inspection, guidance, coaching, and strategy.

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Complex deals develop over time. New stakeholders become involved. Priorities change. Risks emerge. Decisions get delayed. New evidence surfaces. And conversations that happened weeks or months ago can become important again.

Nello™ is designed to maintain continuity across that journey.

Depending on the information available for an account or opportunity, Nello can work with context such as:

• Account and opportunity information
• Stakeholders and their roles
• Buyer priorities, problems, and desired outcomes
• Qualification and supporting evidence
• Deal risks, gaps, and obstacles
• Important activities and deal developments
• Previous inspections and Deal Health-MRI™ results
• Prior interactions with Nello
• Deal strategy and recommended actions
• Relevant account and opportunity history

That means when you return to an opportunity, Nello can understand where things left off and use relevant history when evaluating what has changed and what deserves attention now.

This continuity also makes Nello more useful as the relationship with an account develops. Information and intelligence accumulated around the account can provide valuable context for current and future opportunities.

Nello doesn’t just respond to the information you give him in a single conversation.

Nello remembers the context of the deal, understands how it is evolving, and uses that history to help you decide what to do next.

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No. Deal Health-AI™ does not use your customer data to train AI models.

Customer data submitted to Deal Health-AI™ is not used to train or improve general-purpose AI models.

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Deal Health-AI™ uses leading AI models to power Nello’s deal intelligence, inspection, recommendations, coaching, strategy, and other capabilities.

Customer data is processed only as necessary to provide the Deal Health-AI™ service. Prescriptas does not permit customer data to be used to train or improve general-purpose AI models.

Your data is used to build intelligence for your organization: understanding your accounts and opportunities, maintaining relevant deal context, analyzing changes over time, and delivering more informed guidance as deals progress.

Your data builds your intelligence. Not someone else’s AI model.

Yes. Deal Health-AI™ can be configured to align with your organization’s sales methodology, so Nello™ evaluates opportunities using the qualification structure and standards your team has chosen to follow.

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Your sales methodology shouldn’t live in a training manual while your deals operate differently in the real world.

Deal Health-AI™ allows your organization to establish a Deal Qualification & Inspection Method that Nello applies consistently across your opportunities.

This can be based on your organization’s own methodology or configured to align with widely used sales approaches such as MEDDIC/MEDDPICC, Value Selling, SPIN, Challenger, Strategic Selling, Solution Selling, Consultative Selling, BANT, CHAMP, and others.

Your organization can define the qualification categories, descriptions, and relative importance that reflect how you want deals evaluated.

Nello™ then uses that structure as part of the intelligence surrounding each opportunity, helping inspect qualification, identify gaps, challenge assumptions, evaluate supporting evidence, and determine where additional attention may be needed.

And Nello isn’t limited to mechanically checking boxes. When the circumstances of a deal warrant it, Nello can explore additional factors that may be important to understanding and advancing the opportunity.

The result is a consistent approach to deal inspection while preserving the methodology your organization has chosen.

Your methodology. Every deal. Nello intelligence applied consistently.

Sales Methodology Notice: References to third-party sales methodologies are for compatibility and alignment purposes only. Prescriptas and Deal Health-AI™ are not affiliated with, endorsed by, or certified by the owners or providers of those methodologies. Deal Health-AI™ does not provide methodology training or certification.

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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.

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Deal Health-AI™ is designed to scale without traditional per-user pricing. Your organization purchases Deal Health-AI™ usage, so adding users doesn’t automatically mean adding another software license for every person.

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Many sales platforms become increasingly expensive as your team grows because every additional user requires another paid seat.

Deal Health-AI™ takes a different approach.

Pricing is based on usage through Deal Health-AI™ credits, rather than charging a traditional subscription fee for every individual user.

That means your organization can give the appropriate sales professionals, managers, and leaders access to Deal Health-AI™ without treating every new user as another full software subscription.

As adoption and usage grow, your organization can select the level of Deal Health-AI™ capacity that fits its needs and adjust over time.

This makes the economics of scaling Deal Health-AI™ about how much value your organization is getting from the platform, not simply how many names are on the user list.

More users shouldn’t automatically mean more seats, more licenses, and more cost.

Deal Health-AI™ is built to scale with how your organization uses it.

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Help is available when you need it. Deal Health-AI™ provides in-product guidance and direct access to the Prescriptas support team for questions, issues, and assistance.

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Deal Health-AI™ is designed to be intuitive, but sometimes you need an answer, have a question about how something works, or simply want some help.

Depending on what you need, support can include:

• In-product help and guidance
• Assistance with your Deal Health-AI™ account
• CRM integration support
• Questions about features or functionality
• Troubleshooting technical issues
• Assistance for Tenant Administrators
• Guidance on getting the most from Deal Health-AI™ and Nello™

For additional assistance, you can contact the Prescriptas support team at support@prescriptas.com.

Whether you’re just getting started or already using Nello™ across your opportunities, we’re here to help you keep moving.