Deal Inspector

Video Transcript:

So now I'm going to explain you how Dreamdata's Deal Inspector works. The Deal Inspector allows you to look at each individual deal and understand what were all the touches that led up to this deal becoming a customer. This is a great, you can say conversational tool to have between sales and marketing. So in essence, you can have full transparency into what were all the recorded touches when we closed deals, which of them were marketing, which of them were sales, and how did they actually end up becoming customers with us?

So if I look at this State of Connecticut, I can open up this one deal and have a look at what we know about it. So State of Connecticut, it took more than a year, 392 days. It brought in $84,000. We had three contacts there. The first contact we had with them was a meeting. And the deal owner was me. Then I can actually look at also, what is the attribution model of this unique deal, to try to understand what actually impacted whether we won the deal or not. So every time you see the screen loading here it's actually just querying the database of all the data you have available that Dreamdata has pulled together for you.

Now, down here, you can see that every touch we've recorded for the deal until it closed. And you see here that there's one, two, three persons involved. Yeah. That was what it said before as well. So we had a founder, we had a CMO and founder, we have a CFO and one, we don't have a job title for yet. They were part of a lot of meetings with you. They came from organic search. They had a look directly on your website, how it works, and then you had another meeting and you won the account.

And so you can kind of go through every deal that comes in to your company. You can understand what you can do more of to drive more deals, and you can understand what you shouldn't do more of, so to speak. You can drill it down by specific channels, if there's anything particular you're looking for. If there's a certain country, you want to understand how it's performing and so forth. You can also say that 7-Eleven deal, I want to know how that closed and pick that up. You can also actually just select account owners. Let's say this was not a fictive account, then I can get all the deals that I was involved in, in closing as an AE, which again, gives me an understanding of what are the touches that matter? And what were the good marketing touches? What were the good content touches? What were the good sales behavior as well?

So a fantastic tool to align expectations between sales marketing, and find out how you can do more of what works and do less of what doesn't work really.