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.

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What You Get

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.

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

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.

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 compliant

GDPR-ready

single-click OAuth setup

every insight is expert-verified

Ready to See the Real Story Behind Your Deals?

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for Every Question

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