Every Monday
Monday pipeline review
What moved, what stalled, and a next step for every stalled deal.
Outlook or GmailTeams or Slack
Sales
Deal intelligence
The buying committee, what each person cares about, and the risks in the deal.
Salesforce or HubSpotSharePoint or Google Drive
Reads
- Salesforce
- Email threads
- Meeting notes
- Public profiles
- Company news
- Past deals
HastingsAgents do the work
Delivers to
- Salesforce or HubSpot
- SharePoint or Google Drive
Your team
Reviews, edits and sends.
When it runs
For each large opportunity
What it reads
CRM, emails, meeting notes, public profiles and company news
Where it lands
Salesforce or HubSpot, plus SharePoint or Google Drive
Why it matters
Large deals won more often.
In the film
From the signal to the finished work.
- 0:00The water utility tender moves to the shortlist.
- 0:04Hastings reads every email, meeting note and public profile on the deal.
- 0:09The buying committee, and what each person cares about.
- 0:13And the risks that could lose the deal.
- 0:17Three steps to take before the board meets.
- 0:24Large deals, won more often.
- 0:31Know who decides, and what could lose the deal.
Deal intelligence runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →After every meeting
CRM kept current
Stages, amounts, contacts and next steps updated in Salesforce for the owner to confirm.
Teams or SlackSalesforce or HubSpot
Every working day
Morning briefing
Each person’s day: what changed on their accounts, today’s meetings and what to do first.
Outlook or GmailSharePoint or Google Drive
Start
Request a working sessionSee it running on your own company.
In a working session we build a sample on your company from public data.
The film shows an illustrative company. Company, roles and figures are fictional.