Revenue intelligence

When a new Lead is created in Salesforce, extract firmographics and search Dovetail for past conversations with similar-profile companies. Draft a Gmail briefing with top 3 pain points, common objections, and winning responses. Send to the assigned rep.

When an Opportunity moves to “Negotiation” in Salesforce, identify the account’s segment and deal size band. Search Dovetail for objections raised by similar accounts. Add a note to the Opportunity with the top 5 objections, frequency, and best-performing responses.

When an Opportunity closes lost, pull every Dovetail interaction with the account. Identify the earliest hesitation signals and compare to the stated reason for loss. Post a debrief to #deal-reviews: what happened, why per signals, what could shift next time.

When an Opportunity closes won, pull every Dovetail touchpoint from the sales cycle. Create a handoff doc covering stated goals, promises made, concerns raised, and key stakeholders. Tag the assigned CSM in Slack with the link.

Every Monday, pull competitor mentions from customer calls, support tickets, and Slack #competitors from the past 7 days. For each open Opportunity, update the “Competitive context” custom field in Salesforce with the top 3 relevant mentions.

When a new Opportunity above $[threshold] is created in Salesforce, pull every prior Dovetail interaction with the account. Create a doc with relationship history, key stakeholders, stated goals, unresolved concerns, and recent sentiment shifts. Tag to the Opportunity.

Triggered by a Salesforce Flow that fires 30 days before an Opportunity’s renewal date. On trigger, search Dovetail for negative sentiment from the past 90 days for that account. If found, assess severity and DM the account owner in Slack with the top 3 signals and the risk level.

When a highlight is tagged “champion,” identify the speaker and their Salesforce Contact record. Update role, seniority, and business unit if not accurate. Add a note summarizing what they care about, what they’ve asked for, and what they’ve praised.

Every Monday, search Dovetail for mentions of “budget cut,” “headcount freeze,” or “vendor consolidation” in the past 7 days. Cross-reference speakers against Salesforce accounts. Tag matching accounts “Budget risk” and post to the CS lead in Slack.

Every Monday, pull every open Opportunity in the current quarter’s pipeline. For each, find the strongest customer quote from Dovetail supporting or challenging the deal. Add it as a note on the Opportunity.

When a new insight is tagged “post-demo,” extract what was demoed, what stakeholders reacted to, what questions were raised, and next steps agreed. Draft a Gmail email under 200 words addressed to the primary contact. Leave in Drafts.

Triggered by a Salesforce Flow when an Opportunity’s stage age reaches 21 days (or run weekly to query Salesforce for stalled Opps via the connector). Search Dovetail for objection patterns in similar past stalled deals at the same stage. Add a note to the Opportunity with the top 3 likely objections and past unblocking tactics that worked.