Key Updates

• Homepage News Feed: The home page now shows a timeline of key events - changes to deal properties (Amount, Pipeline/Stage, Close Date), New Deal AI Analysis, and engagements associated with deals.
• New Section: Deal Pulse: Deal pulse replaces Deal Progress, and adds much more information. The AI now assesses deal quality including Deal Health, Forecast Category, Purchase Intent, Deal Status, and more. It also assigns a confidence rating on Close Date and Stage.
• Calls and meetings: We have added support for Calls and Meetings in addition to Emails to get a larger picture of what is happening with your deals.
• Improved AI: Our AI now intelligently adapts to the pipeline and stage of each deal for increased personalization including whether it is a pre-sales deal, new business, expansion or renewal.
• Conversational Feedback: The 'tone' of the AI should be much more direct. Instead of "The lack of engagement indicates difficulty in assessing the purchase intent" it will say "No activity. Unlikely it's even a deal".

Details

Homepage News Feed

Homepage News Feed

The home page now shows a timeline of key events related to your deals:

• New Deal AI Analysis
• New Engagements associated to Deals
• Key Property Changes - Amount, Pipeline/Stage, and Close Date.

You can expand any line in the newsfeed to see the Deal Card, as well as filter by the 3 categories.

Deal Pulse (Replaces Deal Progress)

Deal Pulse (Replaces Deal Progress)

Deal pulse replaces Deal Progress, and adds much more information. The AI now assesses Deal Quality as Deal Hygiene.

Deal Quality:

• Deal Health: Overall Deal Health Score
• Forecast Category: AI suggested forecast category (Committed, Upside, etc)
• Deal Status: Active, Stuck, Dormant, etc.
• Competitive Position: Attempts to answer the question: if the customer does buy, will it be from you?
• Sales Performance: assesses the performance of the sales person (Deal Owner) throughout the lifecycle of this deal.

Deal Hygiene:

• Close Date: A confidence rating and suggested close date for this deal.
• Deal Stage: Improved AI analysis of the current stage and assigns a recommended deal stage.

This is all available by export, and will be added to the returning AI Forecast section.

Call and Meeting Engagements

Call and Meeting Engagements

Calls and Meetings are now supported in the renamed "Engagement Insights" section. For now, we rely on the content of those calls and meetings inside HubSpot, but we will be adding Zoom integration soon. Let us know which platform you would like us to support!

You will also notice throughout the app that the AI is much more direct, and pays attention to the type of deal (Lead/Pre-Sales vs New Logo vs Renewal). We will continue to expand the personalization to really understand the situation with the overall customer and provide even smarter feedback!

Next Steps

• View All Release Notes: See complete release history and updates
• Log In To Data Parrot (opens in a new tab): Experience these new features in your account