A customer-led workflow

Pipeline Intelligence

Transform your sales pipeline with AI-powered insights that predict deal outcomes, surface hidden risks, and provide recommendations that help you close more deals faster — replacing gut-feel forecasting with data you can trust.

Customer evidence

Brex
Looking back, we were lucky to go with BuildBetter. A lot of other tools were extremely rigid. You've genuinely delivered on the tailoring — it's never been easier to work with any company we've bought from, ever.
James WallisBrexRead their story

Know the deal. Keep the commitment.

Start with the account history and original conversation. Use that context to prepare the next step, then share what was agreed with the team delivering it.

BuildBetter interface supporting Pipeline Intelligence
Product example. Inspect findings alongside their customer and source context.

Put it to work.

01

Predictive Deal Scoring

AI scores every deal across four dimensions — engagement, momentum, fit, and risk — updated in real time after every interaction. See at a glance which deals are on track and which need immediate attention, with specific recommended actions for each.

02

Proactive Risk Detection

Get contextual alerts when deal health drops, champions go dark, close dates push, or competitors are mentioned multiple times. Risk detection happens continuously, not just when someone updates the CRM.

03

Pipeline Velocity Analytics

Identify which stages are creating bottlenecks, how long deals spend in each phase, and what activities consistently accelerate deals through the funnel. Stop guessing at root causes and see the data.

04

Stakeholder Coverage Intelligence

Map every engaged stakeholder per deal, score their relationship strength, and surface gaps — missing economic buyers, unengaged executive sponsors, single-threaded dependencies — before they become deal killers.

05

AI-Powered Forecast Automation

Replace painful weekly forecast calls with AI-generated predictions that show confidence levels by deal, highlight where rep commits diverge from AI predictions, and surface which deals need conversation before the quarter ends.

06

Next Best Action Engine

For every deal in the pipeline, get specific AI recommendations — which stakeholder to engage, what content to share, which activity historically accelerates similar deals — grounded in your own won deal history.

A practical place to start.

Phase 1 — Foundation (Week 1)
  1. Connect your data sources

    Integrate your CRM (Salesforce or HubSpot), connect email and calendar for communication tracking, and enable call recording. Import 6 months of historical deal data so AI predictions are accurate from day one.

  2. Configure deal intelligence signals

    Define your winning deal characteristics and set up risk signals — no activity in 14+ days, competitor mentioned 3+ times, decision maker not engaged, budget concerns raised, or timeline pushing repeatedly.

  3. Build smart pipeline views and alerts

    Create filtered views for deals needing attention (score below 60), fast movers, at-risk deals closing this quarter, and ready-to-close opportunities. Set up Slack and email notifications for priority risk alerts.

Phase 2 — Advanced Analytics (Weeks 2–4)
  1. Build multi-factor deal scoring

    Refine your scoring model across engagement (30%), momentum (25%), fit (25%), and risk (20%) dimensions. Calibrate weights based on which factors best predict your historical win patterns.

  2. Run pipeline velocity analysis

    Analyze average time in each stage, identify the biggest bottlenecks, and map which activities — executive briefings, ROI workshops, reference calls, site visits — consistently reduce cycle length.

  3. Establish multi-threading benchmarks

    Set coverage standards per deal stage and use stakeholder maps to identify which deals are dangerously single-threaded. Deals with 3+ engaged contacts close 67% more often.

Phase 3 — Intelligent Automation (Month 2+)
  1. Activate smart deal alerts at scale

    Set up high-priority alert rules for critical risk events — score drops over 15% in 48 hours, no contact in 10+ days in late stages, champion gone dark, new unknown stakeholder appears — with context-rich notifications and recommended actions.

  2. Replace forecast calls with AI-driven reviews

    Pre-populate deal reviews with AI confidence scores, risk mitigation plans, and upside opportunities. When AI and rep forecasts differ by more than 20%, the AI is right 78% of the time — use that data.

  3. Build ICP-focused pipeline hygiene

    Analyze won deals from the last 6 months to build an ICP scorecard, score your current pipeline against it, and reallocate resources toward high-fit deals while deprioritizing poor-fit opportunities early.

Keep the workflow useful
  • Trust the AI signal: when AI and rep forecasts differ by more than 20%, the AI is right 78% of the time.
  • Act on risk alerts within 48 hours — deals saved in that window have a 3x higher recovery rate than those addressed later.
  • Multi-thread everything: deals with 3 or more engaged contacts close 67% more often than single-threaded deals.
  • Keep CRM data current in real time — fresh data improves AI prediction accuracy by 40% compared to weekly batch updates.
  • Review the full pipeline weekly — teams that hold structured weekly pipeline reviews close 25% more deals than those that don't.
  • Use deal recovery success rate data to prioritize which at-risk deals to invest in — recovery rates vary significantly by deal type and risk signal.

Keep exploring.

Ready to replace gut-feel forecasting with a pipeline you can trust?

Bring a real question. We’ll walk through the context and the next step together.

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