Feature Availability

Vtiger Editions: One Professional | One Enterprise | One AI

Introduction

Deal Recommendations in Vtiger CRM empower sales teams to make informed decisions and enhance their sales processes. This feature suggests the best approaches to handling business deals and transactions based on historical data and predictive insights.

When accessing the One View of a Deal record, users receive suggestions regarding the Predicted Closed Date, helping them close business deals more efficiently.

Benefits of Deal Recommendations

Here are the benefits of the Deal Recommendation in Vtiger

• Identify and prioritize potential deals using lead data, customer behavior, and past sales trends.
• Make data-driven decisions by leveraging AI-powered insights.
• Enhance deal outcomes and maximize value for all parties involved.

In this article, you will learn about:

Components of Deal Recommendations

Deal Recommendations consist of several key components that offer insights to optimize deal outcomes:

Deal Score

A numerical rating is assigned to a deal, evaluating its overall quality, potential value, and likelihood of success. Vtiger CRM utilizes Machine Learning to analyze past deal patterns and generate the score.

Predicted Closed Date

The estimated date when a deal is expected to close. This prediction considers the typical sales cycle length and AI-based analysis of similar past deals.

Engagement Score

A metric that quantifies customer interaction, interest, and involvement with a brand, product, or service.

Sentiment Score

A measure of customer sentiment derived from natural language processing (NLP) techniques and sentiment analysis. Sentiment can be categorized as strongly positive, positive, neutral, negative, or strongly negative.

Conversational Timeline

Chronologically organizes interactions between customers and businesses across multiple channels. It is categorized based on:

• By Channel: Displays customer interactions through emails, phone calls, campaigns, cases, chats, documents, meetings, and web activities on a monthly basis. Enabling the Customer Engagement toggle reveals a comprehensive engagement timeline.
• By Category: Categories conversations related to competitors, product features, playbooks, value propositions, pricing, and timeframe.
• By Sentiment: Classifies interactions into Positive, Neutral, or Negative categories for sentiment analysis.

Touchpoint Summary

Summarizes conversations with key contacts and decision-makers within an organization. It categorizes contacts as:

• Influencer: Individuals who impact purchasing decisions through expertise or authority.
• Decision Maker: Individuals or teams responsible for evaluating and finalizing business deals.

Accessing Deal Recommendations in the CRM

Deal Recommendations are a part of Conversation Insights under the One View widget of a deal record. 

Follow these steps to find Deal Recommendations in the CRM:

1. Log in to the CRM.  
2. Click Main Menu.
3. Go to Sales.
4. Click Pipeline Management > Deals. The Deals page opens.  
5. Click on a Deal record. The Summary View of the record opens.  ​​​​​
6. Click on the Conversational Insights in One View. The Conversational Insights window of the record opens.
7. View the following details on the Conversational Insights page:
   1. Competitors - Displays the number of competitors mentioned by the customer during interactions.
   2. Sentiments - Categorizes interactions as Positive, Neutral, or Negative based on sentiment analysis.
   3. Deal Score - Graphically represents the overall score of the Deal.
   4. Predicted Close Date - Provides an estimated Deal closure date based on AI analysis.
   5. Conversation Timeline - Shows all deal-related interactions in the order in which they happened across various communication channels.
   6. Touchpoint Summary - Summarizes customer interactions across multiple channels, highlighting engagement from influencers and decision-makers. 
   7. Customer Engagements – Displays all customer-initiated conversations across multiple channels when the toggle is enabled, including emails, chats, and other interactions. 

Conversational Timeline

The Conversation Timeline organizes all Deal-related interactions, making it easy to track communication history. It categorizes conversations by Channel, Category, and Sentiment for better analysis. 

By Channel

Displays monthly conversations across various channels, such as:

• Emails 
• Phone Calls
• Email Campaigns
• Chats
• Documents
• Meetings
• Web Activity

Clicking on a vertical bar in the graph provides details such as each conversation's channel, subject, and sentiment. Selecting an email subject directs users to the full conversation.

By Category

Displays categorized conversations, including:

• Competitor Mentions
• Feature Discussions
• Playbook References
• Value Propositions
• Pricing Conversations
• Timeframe Discussions
• Other Topics

Each category is color-coded for easy visualization. Clicking a vertical bar provides additional details. 

By Sentiment

Displays sentiment-based trends in monthly conversations:

• Positive 
• Neutral
• Negative

Clicking a vertical bar reveals associated conversations, allowing sales teams to take necessary actions.

Touchpoints Summary

• Displays the total number of Emails, Webchat, web activity, Cases, Calendars, Email Campaigns, and Phone calls attended by people classified as influencers and decision makers for a particular Deal.
• Influencers, Decision Makers, etc., are roles that can be assigned to the customers based on their contributions to the Deal. Roles are assigned to the Contacts mentioned on a Deal record.
• The By Owners section displays the name and count of Emails, Webchat, WebActivity, Cases, Calendar, EmailCampaigns, or  PhoneCalls sent out by a specific executive.

Note:

• Emails are processed within 5 minutes.
• Call processing is also initiated within 5 minutes, but processing it could take double the call time.

References

• Deal Management Overview
• Managing your Deals
• One View in Deals
• Deal Stages and Lifecycle
• The Deal Room
• Deal Health - A Calculus Feature