Key Updates
- Ask Polly - Meet Polly in Playground! First up is asking questions about engagements related to your Won/Lost/Open Deals such as “What deals did we lose because of integration?”
- Pipeline Time Machine - Massive update to how we show your pipeline history - it’s now called Pipeline Time Machine and clearly shows you what grew and what shrank your pipeline. This was a very popular request!
- New Help Site - Our help site has expanded dramatically - clicking help on any page in app takes you to the relevant help page.
Other updates include filtering the Activity Dashboard by Team and support for empty Close Date values in Deal Pulse Mode.
Details
Ask Polly
Ask Polly - Query your HubSpot Deal Engagements for your Open, Won and Lost Deals
Meet Polly - the Data Parrot AI Chatbot. Today she is available for you to ask questions about engagements related to you Open, Won and Lost Deals. This is our first step in solving the CRM search problem.
Example Questions:
- What deals did we lose because we didn’t have integration with ___?
- What deals did we lose that were RFPs?
- What open deals require SOC2 Compliance?
Playground is only available for Pro customers who have opted in.
Introducing Pipeline Time Machine
Pipeline Time Machine - Rewind your Pipeline for Full Pipeline Inspection
We have overhauled Pipeline Trends so much that it’s now called Pipeline Time Machine.
- What grew your pipeline
- What shrank your pipeline
- Open Deal movement
- and much more
You can filter by any dates, pipelines/stages, deal owners, teams, and even compare previous years.
These improvements make it much easier to immediately understand the factors impacting your Pipeline.
The Week in Review email has been updated to match the new Pipeline Time Machine.
Check out Pipeline Time Machine↗
New Help Site Available
New Help Site Available
Check out our new Help Site! Highlights include:
Each page in the app now has a help button that takes you to the relevant help page.
Other Updates
- You can now filter by Team in the Activity Dashboard .
- Support for empty Close Date values in Deal Pulse Mode .
- many other small fixes and quality of life improvements
Quick reminder: Deal Pulse Mode is a gamified tool designed to speed up Deal Review meetings, so you spend less time digging through data and more time strategizing to win deals.
Next Steps
- View All Release Notes: See complete release history and updates
- Log In To Data Parrot : Experience these new features in your account