Deal Review
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Accurate forecasting and effective deal management require a complete understanding of every opportunity in your pipeline, but getting that full picture means digging through months of CRM activity, email threads, Slack conversations, and product documentation. Most deal reviews rely on incomplete information or what the rep remembers from their last update.
Incomplete deal reviews lead to forecast misses and lost opportunities. Sales managers spend hours preparing for pipeline reviews, trying to piece together deal history, current status, and next steps from fragmented sources. Critical risks go unnoticed, competitive threats aren't addressed, and deals stall because the team lacks visibility into what's really happening.
The Deal Review Agent gives you complete deal visibility in minutes. Sales teams can generate a comprehensive deal analysis without manually researching across systems. The agent automatically reviews a year of documentation, checks CRM for the latest updates, analyzes recent activity, and delivers a structured report covering deal summary, customer needs, engagement timeline, risks, competition, internal support needs, and close plan.
What the Deal Review Agent does
- Analyzes historical context by researching all documentation on the account from the past year to understand deal progression and relationship history
- Checks current CRM status by reviewing HubSpot or Salesforce for the latest deal stage, value, contacts, and activity
- Surfaces recent developments by searching for activity in the past three weeks to capture the current momentum and status
- Researches your offering to provide context on solution fit, differentiation, and how your capabilities address customer needs
- Generates a structured report with eight key sections: Deal Summary (account, value, stage, contacts), Customer Needs & Solution Fit (pain points, solution, decision criteria), Engagement Timeline (last activity, next steps), Deal Health & Risks (risks, mitigation), Competition (competitors, differentiation), Internal Support Needed, Forecast & Close Plan (expected close, steps to close), and Open Questions/Action Items
- Identifies gaps transparently by leaving fields empty when information isn't available, highlighting what still needs to be discovered
Why it matters
Pipeline reviews and forecast calls require complete, accurate deal information, but gathering it shouldn't consume hours of prep time. The Deal Review agent automates the analysis, giving sales leaders and reps instant visibility into deal health, risks, and next steps. The result: more accurate forecasts, earlier risk identification, better resource allocation, and more strategic deal conversations. With Realm, every deal review is thorough and data-driven—without the manual effort.