Deal Summaries

Deal Summaries will help you receive a quick summary of what’s happening in a deal across conversations (emails and meetings). You can can generate a summary for your activities on demand!

Deal Summaries enhances revenue collaboration by providing your team with succinct summaries and actionable insights from all activities for an Opportunity. It aims to streamline strategic decision-making for managers and equips your sales reps with essential context for effective follow-ups and collaboration. All team members will have quick access to the critical information needed to drive deals forward and increase productivity.

Use Cases

Sales Manager or Leader

• Enhanced Opportunity Understanding: You can use aggregated opportunity summaries to gain a quick yet comprehensive understanding of each top deal's status, key discussions, and pending actions.

• Effective Pipeline Oversight: You can monitor the health and progress of top opportunities in the pipeline to inform accurate forecasting and strategic planning.

• Action Planning with Team: You can everage insights from summaries to guide team meetings, focusing on critical next steps and strategies for advancing top opportunities.

Sales Rep

• Preparation for Client Interactions: You can access concise summaries of previous communications to gain context and identify critical points before client meetings or follow-up calls.

• Identifying Key Action Items: You can use insights from opportunity summaries to determine next steps, ensuring timely and relevant follow-ups.

Admin Setup

The AI Feature section in the Studio Integration page will have option to opt in for Deal Summaries. Admin users can enable the Deal Summary feature only if the org has opted for email body processing or Copilot integration:

How To Use Smart Summaries

You can generate insights from all the activities (emails and meetings) that have happened in a deal.

You will see a “Generate Insights” button in the Insights Panel on the right side:

To Generate Insights

1. Click any deal in the grid, then look to the right at the panel and select the Insights Tab (at the top of the panel).
2. You can generate insights from there (see below)
3. Toggle between different kinds of insights with the dropdown menu and click on the source links to dig deeper into the actual emails and meetings.

Types of insights supported

• Activity Summary (Overview): A high level overview of the key discussions that happened over the last few weeks.

• Key Next Steps: Top next steps identified across meetings and emails for the deal with the owner names and descriptions.

• Pain Points: Summarizes the key pain points and challenges as discussed by the customer in the last few weeks over emails and meetings.

• Budget: Summarizes any budget discussions that happened in the last few weeks over emails and meetings.

• Decision Criteria: Summarizes the specific factors and requirements that the customer will use to evaluate and make a purchasing decision as discussed over the last few weeks over emails and meetings.

• Decision Process: Summarizes the steps and stages from the customer's organization perspective through which it goes through for making a purchasing decision as discussed in the last few weeks over emails and meetings.

• Key take aways: Gives summary of deal-specific updates like (pricing discussions, decision criteria, evaluations) and Critical deal moments (executive engagement, competitive mentions) and General relationship updates.

• Significant decisions made: Identifies and extracts explicit decisions made throughout the deal lifecycle. It includes, the decision made, key stakeholders involved, Date/timeline, impact on deal progress and associated context for the decision made. 

   

   

  System support configuring multiple time ranges for different use-cases:

  Last interaction

  Last week

  Last month

  Last 3 interactions

  Custom date range - Upto past 1 year

Summary Sources

Clari provides links to the original sources (emails or call moments) from which the summary was generated. You can click on these links to go to the relevant recordings or emails.