# AI - Powered Deal Insights Inside Your CRM When a deal closes (won or loss), we talk to your buyer and get the real story. Our team and AI Agent uncover what actually drove their decision, then drop the insights straight into Slack and your CRM. No extra work for your team — just honest answers from the people who matter most. [Book a Demo](https://deltagen.ai/request-demo) ### Trusted by ### Before DeltaGen ## The missing execution layer. Live, on every call. ### Expert-Conducted Buyer Interviews. DeltaGen auto-sends invites, then a seasoned interviewer and our AI voice agent co-host a 45-minute voice or video call with the decision-maker—digging until the true root cause is crystal-clear, all before your team’s daily stand-up. ### Deep Insights Hub. Every call is auto-transcribed and sentiment-scored; jump from a trend tag to the exact quote or clip that proves it, then share with Product or the Board in one click—no more “trust me” slides. ### Competitor Reality Check. DeltaGen’s proprietary CI database aggregates buyer quotes on you and every rival, surfacing live win/loss heat-maps and objection trends—showing how prospects rate you so battle cards stay sharp. ### Ask DeltaGen AI™. Ask any question—or drop in a deck or RFP—and get an instant answer tied to timestamped buyer quotes, in any language, without digging through slides. ### CRM Sync (Salesforce & HubSpot). Buyer-validated win, loss, and churn reasons land on every opportunity automatically, giving RevOps a single source of truth and real-time dashboards. ### Meet DeltaGen ## What the output looks like. #### Analyze every deal you’ve ever closed. Turn your historical pipeline into a playbook for future wins. DeltaGen ingests your full deal history — wins, losses, and churn — then uses AI to uncover repeatable success patterns, revive lost accounts, and flag risks before loyal customers walk away. #### Understand why deals are won, lost, or churned. Get clear, AI-powered insights after every closed deal. We collect buyer interviews, summarize them using AI, and deliver concise insights about what really drove the outcome — no guesswork, just clarity. #### Track competitor mentions in every deal. See which rivals are winning and why. DeltaGen flags when a competitor influenced the outcome — with direct buyer quotes. Spot patterns in positioning, pricing, and feature gaps before they cost you more deals. #### Leverage competitive intelligence and the AI chatbot. Our AI continuously analyzes competitor mentions across all interviews to surface strategic insights. With our built-in chatbot, you can dive deeper into specific deals, uncover root causes, and get clear, data-backed answers — all without leaving the platform. #### Access real-time AI insights. Get continuously updated AI analysis and fresh buyer quotes from interviews — all in one visual dashboard that reveals the real reasons behind every win and loss. ### Ready to see the Real Story Behind Your Deals? [Book a Demo](https://deltagen.ai/request-demo) ## Process ### Step-by-Step Process: ### **Step 1 | Connect Your CRM** Plug in Salesforce or HubSpot, choose which deal stages trigger outreach (Closed-Won, Closed-Lost, Churn), and go live—no engineering needed. ### **Step 2 | Trigger Smart Outreach** When a deal closes, DeltaGen launches a multi-channel outreach sequence—email, LinkedIn, and SMS—enhanced by a dynamic incentive engine. Buyers choose between a human-led or instant AI call, and incentives (cash or charity) drive high participation rates. The result: fast access to decision-makers without lifting a finger. ### **Step 3 | Conduct Buyer Interviews** Interviews are hosted by a senior SaaS expert, our AI voice agent, or both. The AI adapts its questions in real time using CRM data and competitive context, going beyond surface-level answers to uncover real reasons like pricing friction, internal blockers, or feature gaps. All conversations are recorded, transcribed, sentiment-scored, and QA-checked for accuracy. ### **Step 4 | Extract and Score Insights** Post-interview, our AI extracts key themes, objection patterns, and competitor mentions. It benchmarks findings against our proprietary CI database, surfaces timestamped quotes, and attaches a root-cause verdict to each opportunity record—ready for immediate use. ### **Step 5 | Deliver Results Where Teams Work** Insights are automatically routed to Slack, Microsoft Teams, and email as shareable summaries. CRM fields are updated with buyer-validated reasons for win, loss, or churn. Your team can also ask DeltaGen.ai questions—or upload slides for critique—and trace answers back to real buyer quotes. ### **Refine Over Time** Each interview trains the system to go deeper, faster. Trends roll up 
to dashboards and leadership reports, while the AI continuously improves outreach logic and insight quality—turning every deal into a competitive advantage. ## Trust DeltaGen ## Certified for Your Trust. #### SOC 2 Type II compliant .svg) #### GDPR-ready #### Single-click 0Auth setup ## Typical Timeline. ## After DeltaGen ## Who Benefits Most? ### CRO & CEO. Stop revenue leaks **with real-time root-cause data.** ### Product Marketing. Build battle-tested messaging and launch with confidence. ### Product & Engineering. Prioritize roadmap bets using buyer-validated evidence. ### Sales Enablement. Equip reps instantly with objection-crushing intel. ## Let's Talk ## How You Can Start? ### **Option 1: Program Sprint** #### **When to Use It** - Need a fast, honest baseline - Board mandate - New CRO - Major product pivot #### **What Happens** We import up to 12 months of Won / Lost / Churned deals, run a rapid outreach sprint, and deliver a full diagnostic in 30 days—then roll straight into continuous monitoring. [Book a Demo](https://deltagen.ai/request-demo) ### **Option 2: Always-On** #### **When to Use It** You already track every Closed-Won/Lost in CRM and want real-time feedback. #### **What Happens** DeltaGen kicks in after every deal closes or an account churns, building a living library of insights that grows and compounds daily. [Book a Demo](https://deltagen.ai/request-demo) ### Uncover the Real Story Behind Every Win — and Every Loss. [Book a Demo](https://deltagen.ai/request-demo)