See the slipping deals before the forecast call.
A weekly sweep ranks quiet deals by value, and every flag cites the call it came from.
#deal-deskScanned 31 open deals. Seven need attention before the forecast call.
At risk
$470,000
across 7 deals
Flagged
7
of 31 scanned
No next step
3
of 31 scanned
Ranked by what it would cost you
Trusted by leaders at
Every flag shows the call behind it.
Deal Intelligence reviews every open deal and looks for the patterns that come before a slip: single-threaded, no next step agreed, close date moved twice, an objection nobody answered.
Each flag comes with the call it came from, so the rep can listen and disagree with it.
Call on 13 Feb21:14
“The per-seat price is above what we budgeted for this year. I need a way to explain that internally.”
Call on 27 Feb
Demo of reporting. Pricing not mentioned.
Call on 6 Mar
Security questions. Pricing not mentioned. No next step agreed.
Suggested next move
Answer the budget question before asking for the next meeting.
Restart quiet deals in the buyer's own words.
When a deal goes quiet for 14 days, Stalled Deal Nudge drafts the re-engagement email from what the buyer said on the last call, then stops. It waits with the rep until they approve or edit it. Nothing reaches the buyer on its own.
Draft to Ben CarterPrep me for Thursday's forecast call. Which commit deals should I worry about?
Three of your nine commit deals have a risk on a recent call.
Claude Opus 5.5Walk into the forecast call with the evidence.
Ask in chat before the call. You get the deals worth questioning, with the moment on the call where the risk showed up, instead of the rep's summary of it.
Close dates that moved after a call are already flagged for forecast review.
Products in this use case
Does this replace our reps' judgment?
No. Agents do the work between calls, which is the part nobody enjoys and everyone skips when the quarter gets busy. Every flag comes with the call it came from so the rep can disagree with it.
Will it email a buyer on its own?
Not unless you let it. Stalled Deal Nudge drafts the re-engagement email from what the buyer said on the last call and waits for the rep to approve or edit it. Anything that sends a message waits in the approval queue, in Slack, Microsoft Teams, email or the Taizen app.
What happens when it gets something wrong?
You can see what it saw. Every run keeps its inputs, the steps it took, which tool it chose and what it produced, so the fix is usually one line in the instructions rather than a support ticket.
We already have Gong. Why this?
Gong tells you what happened on the call. Agents do the next thing: write the CRM, send the brief, flag the deal, queue the interview. Taizen reads from Gong rather than replacing it.
Start with this week's sweep.
Point Deal Intelligence at your open pipeline and get the ranked list in Slack before Monday's meeting.