Salesforce Deal Intelligence

Task

Enrich open Salesforce deals with external intelligence. For each opportunity, use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the account, research the company via @Apollo/Enrich Company and @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights, identify buying signals (hiring, funding, tech stack changes), and use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update the opportunity with research notes and recommended next steps.

Example: Research my top 5 open deals and add intelligence notes to each opportunity in Salesforce.

Input

The user will provide either:

1. Specific deal or account names to research
2. A segment of deals (e.g., "all deals in Negotiation stage", "deals closing this quarter")
3. A contact email to look up the associated deals

Example: "Research the Acme Corp and Beta Inc deals — pull external data and update the opportunities with intelligence notes"

Context

Workflow

1. Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the account and associated opportunities
2. Use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to identify key contacts on the deal (if provided)
3. Use @Apollo/Enrich CompanyName it "Apollo/Enrich Company" and call it with @Apollo/Enrich Company to get company data: funding, headcount, tech stack, recent news
4. Use @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights to get headcount trends, hiring activity, and department growth
5. Analyze the enrichment data for buying signals relevant to the deal
6. Use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update the opportunity with:
   • Research notes / intelligence summary
   • Recommended next steps based on findings
   • Updated description or custom fields

Buying Signals to Identify

Strong Signals:

• Recent funding round (new budget available)
• Hiring for roles related to your product
• Tech stack changes or new tool adoption
• Leadership changes (new CXO = new priorities)
• Headcount growth (scaling = more need)

Risk Signals:

• Layoffs or headcount decline
• Leadership departures
• Funding drought (no recent raise in 2+ years for startups)
• Competitor adoption signals

What to Update on the Opportunity

• Description or custom "Intelligence Notes" field
• Next Steps with specific, actionable recommendations
• Stage adjustment if warranted (e.g., move to "At Risk" if layoffs detected)
• Close Date adjustment if timing signals suggest urgency or delay

Output

Deal Intelligence Report

Deals Researched: [count] Buying Signals Found: [count] Risk Signals Found: [count] Opportunities Updated: [count]

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Deal: [Account Name] — [Opportunity Name]

Company Overview:

• Industry: [industry]
• Employees: [count] ([trend: growing/declining])
• Last Funding: [round] — [amount] ([date])
• Tech Stack: [relevant technologies]

Buying Signals:

• [Signal 1: e.g., "Hiring 3 data engineers — suggests investment in data infrastructure"]
• [Signal 2: e.g., "Series B closed 2 months ago — fresh budget available"]
• [Signal 3: e.g., "New VP Engineering hired — likely evaluating tools"]

Risk Signals:

• [Risk 1: e.g., "Headcount down 8% QoQ — possible budget tightening"]

Recommended Next Steps:

1. [Specific action: e.g., "Reference their new data engineering hires in follow-up — position around team scaling"]
2. [Specific action: e.g., "Ask about timeline given recent funding — budget likely allocated this quarter"]

Salesforce Updates Made:

• Description: Updated with intelligence summary
• Next Steps: Updated with recommendations
• [Other fields updated]

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Repeat for each deal researched

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Priority Matrix:

| Deal | Buying Signals | Risk Signals | Priority | |------|---------------|-------------|----------| | [Acme Corp] | 3 | 0 | High | | [Beta Inc] | 1 | 2 | Medium | | [Gamma LLC] | 0 | 1 | Low |