Raw activity in. Deal intelligence out.
Deal Agent reads every call, email, and CRM update — then tells each rep exactly which deal to work next, what risks are hiding in it, and what to do about them. Then it writes the update back to Salesforce for you.
Your best reps already do this intuitively. Deal Agent makes it automatic for everyone — at no additional license cost for existing Domo customers.
Benefits
- Reps stop guessing which deal to work next — every opportunity is ranked by risk, momentum, and urgency
- Risks surface with severity rankings and direct-quote evidence from real call transcripts
- AI-drafted follow-up emails and call agendas grounded in actual conversations, not CRM stage
- One-click Salesforce write-back for Close Date, ACV, Next Steps, and Forecast Comments
- 6-milestone tracking with Rep Edited vs. AI-predicted badges for full forecast accountability
- Zero additional license cost for existing Domo customers — live in hours, not quarters
Problem Addressed
Every revenue team already has the raw material — calls are recorded, emails are logged, Salesforce is updated (eventually). What's missing is the layer that connects it all into a single, trustworthy signal about which deals are real, which are at risk, and what to do next.
- Deal slippage arrives as a surprise, not a signal — manual pipeline reviews miss what's actually happening
- CRM stages don't reflect buyer reality — true deal status hides in call transcripts and email threads
- Call data, CRM, and email signals stay siloed — no one stitches them together in real time
- Forecast accuracy depends on rep self-reporting — not on what the buyer actually said
- Coaching is reactive, never real-time — managers learn what happened instead of what's happening
What the Agent Does
- AI-Prioritized Deal Queue — Every deal scored on risk, momentum, and urgency. Reps stop guessing which account to touch first.
- Evidence-Backed Risk Detection — Severity-ranked risks (Critical / High / Medium / Low) with direct quotes from real call transcripts.
- Embedded AI Coach — Drafts follow-up emails and call agendas grounded in actual calls, so reps show up prepared to every meeting.
- Live Write-Back — One-click CRM write-back for Close Date, ACV, Next Steps, Forecast Comments, and other forecast fields without leaving Deal Agent.
- 6-Milestone Deal Tracking — AI-predicted milestone dates alongside rep-reported stages, with Rep Edited vs. AI badges on every milestone.
Standout Features
- Multi-source intelligence — reads Gong transcripts, Salesforce, and email simultaneously
- Direct-quote evidence on every risk — not a gut-feel score, actual signal with the receipts
- Immediate / This Week / Next Week action sorting per deal, per rep
- 7-swimlane Deal Pulse Timeline across Calls, Emails, Stages, Risks, Milestones, Engagement, and Write-Backs
- Runs on the Domo instance you already own — no new warehouse, no new vendor, no IT ticket
Who This Agent Is For
This agent is designed for teams who want to:
- Replace gut-feel forecasts with evidence-backed deal intelligence
- Give reps clear, prioritized action lists instead of activity spray
- See risk before it shows up in the forecast — with receipts
- Eliminate dual-entry between call tools, email, and CRM
- Scale coaching to every rep, not just the ones a manager happens to sit with
Ideal for: VPs of Sales, CROs, Sales Ops and RevOps leaders, front-line Sales Managers, and revenue teams running Salesforce alongside a conversation-intelligence tool like Gong, Chorus, or Clari Copilot.
How It Works
Deal Agent runs a four-layer pipeline from raw signal to closed deal:
- Connect — Salesforce (or your CRM), Gong (or your call tool), email. Read-only where possible; write-back where it matters.
- Analyze — AI reads every transcript, every thread, every stage change. Extracts signals, risks, momentum, and milestone completion.
- Prioritize — Every deal gets an AI Priority Score. Risks are severity-ranked with direct-quote evidence. Actions are sorted Immediate / This Week / Next Week.
- Act — Rep clicks into the top deal, reads the AI-drafted follow-up, edits Close Date and Forecast Comments, hits save. Salesforce updates in real time.
Runs on the Domo instance you already own. No new data warehouse. No new vendor. No IT ticket.
