Deal Reviews

Every deal tells a story. Are you reading it?

Coaching, qualification, and the discipline of knowing where deals really stand.

Deal Reviews · January 13, 2025

Why Deals Stall: The Hidden Stakeholders Killing Your Forecast

Deals don't stall because of pricing or product fit. They stall because someone you didn't know existed showed up late and derailed everything. Here's how to see it coming.

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Deal Reviews · August 19, 2024

Six Ways to Make Deal Reviews Actually Constructive

Most deal reviews are status updates disguised as coaching. Here are six practical shifts that turn them into sessions reps actually prepare for — and walk away better from.

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Deal Reviews · May 13, 2024

Five Fundamentals of Strategic Opportunity Management

Opportunity management is not a checkbox exercise. These five fundamentals turn deal reviews from status updates into strategic coaching sessions that actually improve win rates.

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Pipeline Reviews · January 22, 2024

Only 10% of Sales Managers Trust Their Reps to Identify Decision-Makers

Proprietary survey data reveals a pipeline intelligence gap: most reps lack visibility into buying committees, deal stakeholders, and where buyers stand in the purchasing journey.

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Deal Reviews · October 16, 2023

Arming Reps for Complex Deals: Why Visibility Beats Gut Instinct

Complex enterprise deals fail when reps fly blind — no stakeholder visibility, no deal health signals, no structured buyer alignment. Here's how to fix it with Salesforce-native tools.

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Pipeline Reviews · March 8, 2021

Opportunity Management Is Not Data Hygiene

Most teams treat opportunity management as CRM maintenance — filling in fields so forecasts work. That misses the point. Here's the difference between data entry and a strategic process that actually helps reps close deals.

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