DealSheet and DealCoach help you win more and control pipeline risk. 


DealSheet will help your team to systematically qualify and focus on winnable opportunities. 

Teams can identify the right sales strategy to be able to compete, and then use closure plan templates to deliver the right sales activity to advance the deal.

Managers use DealCoach to review progress and, alongside sales operations, use the insights created by DealSheet completion to improve pipeline and forecast quality.

DealSheet was recognised as a Top Sales Tool in 2016, 17, 18, 19 and 2020.

Increase win rates

Greater rep productivity

More informed decision making

Map relationships for every deal.

Capture details of the buying team in an opportunity and improve the effectiveness of your contact strategy. 

DealSheet helps teams to understand the influence and specific needs of everyone on the buying team.

Map your team’s relationships and this will help you to identify strengths and weaknesses. 

Help sales managers to coach deals more effectively.

Many sales managers review deals only in pipeline or forecast calls. Sadly, this is not sufficient to improve the quality of the opportunities.

DealCoach is a guided process for deal reviews, used by the sales team and managers to consistently review the quality of the opportunity.

Customisable guidance and information surfaced from DealSheet inform the conversation at each stage, with detailed reporting available. 

Customise your qualification questions.

Not all opportunities can be qualified in the same way. You likely have different deal types from new, renwal, simple and complex. 

Build templated qualification questions related to the buying process that is right for your business.

Users find it easy to use, with multiple choice answers and the opportunity to add rich narrative in the DealStory for each opportunity.

Standard closure plans improve actions. 

Superusers create standard list of tasks & events into closure plans that guide the team to do the right things.

Use them to improve adoption to your governance process, setting clear expectations for actions.

Users select one of your pre-built Closure Plans at the right point in your sales process and this kick starts their action list.

Update tracking improves collaboration.

On every deal use the Timeline to track edits and changes to DealSheet.

The whole team can transparently input in to your winning deal strategy.

Detailed insights in Salesforce reporting

Detailed data points for every deal help sales operations, managers and executives with decision making.

Reports can highlight pipeline risk, progress on action plans and help to inform a more confident forecast.  

Salesforce reports and Dashboards can be built easily and made available to your team.

Talk about how to improve opportunity management, win rates and forecasting.

Book a free, no-obligation, 30-minute consultation today.

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