How We Deliver Actionable Deal Insights

Whenever a deal is closed—won, lost, or churned—DeltaGen kicks off instant outreach. Buyers join an expert-led or AI-driven interview, designed to uncover what really happened. Insights flow straight into your team’s tools like Slack and Salesforce, helping everyone learn faster, act smarter, and win more—without adding work.

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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.ai 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.

Typical Timeline

What Makes It Work

Interview templates based on consulting best practices

Based on strategy frameworks used by top-tier firms like BCG.

AI trained on 10k+ win/loss conversations

DeltaGen.ai learns from thousands of real win/loss interviews to ask smarter, deeper questions.

Analyst QA before delivery

Expert analysts review flagged responses to ensure depth, accuracy, and context.

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.

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.

Security & Compliance

SOC 2 Type II–audited pipeline

GDPR-aligned consents on every outreach

End-to-end encryption for audio, transcripts, and metadata—in transit and at rest

Admin-controlled retention (no third-party deletion by buyers)

AI identifies itself at the start of every interview

Role-based access & SSO keep sensitive insights locked to the right people

Not Ready to Talk? Grab the Playbook.

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