Deals
Manage Sales Opportunities & Close With Confidence
Salesloft Deals empowers your team to win with clarity and focus: AI automatically summarizes deal status, surfaces risks and insights, and empowers full cycle reps to use AI-powered agents to accelerate deal cycles and close more business.
4.5 on G2
Work smarter. Close faster. Win more.
Every revenue team wants smoother, faster deal cycles. While we can’t eliminate every obstacle, we can help you tackle some of the biggest challenges: misaligned teams, wasted effort, and disconnected data.
Challenge #1: Misaligned teams
Improve collaboration for better outcomes
Winning a deal takes teamwork. Intelligently collaborate with AI-powered agents that create generative summaries of each deal, allowing reps and managers to be aligned with up-to-date information. Salesloft Deals also aligns your team with shared dashboards and customizable views of critical deal data. Teams can assign tasks directly from the dashboard to maintain deal momentum, and managers can coach to close with easily identifiable deal gaps and next steps.
Challenge #2: Time wasted on dead ends
Focus on the right deals
When every deal feels like a priority, it’s easy to waste time on ones that won’t close. Salesloft’s AI spotlights deals you’re most likely to win and flags risks before they become roadblocks. Using an advanced deal analysis model, that takes in activity and engagement signals, AI agents identify stalled opportunities, show why they’re stuck, and help you drive the right actions directly in the seller’s Rhythm workflow.
Challenge #3: Incomplete, disconnected data
Keep your pipeline reliable
Get a unified view of every opportunity, replacing scattered data in siloed systems with a complete picture of your pipeline. Easily identify which deals need attention and how to move them forward. Real-time engagement data ensures every deal is grounded in reality, while automatic CRM sync eliminates the need for manual updates. Better predict how much pipeline will close with the AI Forecast agent, which draws from past deal data to generate more accurate forecasts.
Key Features
Close Focus Zone
Prioritize the deals closest to close
Getting through the end of the quarter means focusing on your last few open deals. Our account planning agents prioritize the deals in your book based on what’s most likely to close, so reps are working the deals that are most likely to get them to club first.
Auto Buying Group Capture
Engage every key decision-maker
Salesloft automatically creates Person records for every identified email or meeting recipient, associating them with the correct deal. This ensures sellers are not in the dark about who’s in the buying group – so no blockers go unnoticed.
Deal Qualification Frameworks
Add predictability to your sales process
Build qualification frameworks like MEDDICC or ICE directly into your workflow. This helps your team qualify deals efficiently and consistently, driving a predictable and scalable sales process.
Deal Analytics Overview Dashboard
Take action on critical deal data
This dashboard provides a comprehensive view of your pipeline with drill-down options for detailed insights. Identify and close deal gaps with AI-driven recommended next steps, ensuring nothing hinders your deals from moving forward.
Deals Flow chart
Use data to strategically plan for the future
Visualize your pipeline’s performance with insights like the percentage of deals converted to closed revenue, the number of idle deals, and committed opportunities that were lost. Use these insights to refine forecasts and shape your strategy.
What customers say about Deals
With PTC's complexities, it was often difficult for sellers and managers to have a full view of their accounts and opportunities in a given period of time and be able to efficiently take actions. With Salesloft Deals, they can now easily view, filter, and update opportunities, including a simple process for submitting their forecast. Managers are also able to easily inspect opportunities using Deal Gaps and filters, leading to better visibility of coaching needs and pipeline goals.
Salesloft Deals has been a gamechanger. ... After using SL Deals, I am consistently on top of all of my opportunities and it has led me to back to back record breaking quarters as an AE at my company. I'd recommend this if your sales reps have a lot of deals to manage at once as it will make them way more organized in their deal followup.
It helps to provide a centralized place to manage my opportunities and helps me do a ton less work. It is also great for keeping my deals on track as I progress from stage to stage.
Prior to purchasing Deals, we did not have a forecasting tool. And so, we have now been able to utilize that platform to have more visibility into the deals that we expect to close in a given period, and also help our reps get better at forecasting what they are expecting to close in regards to, the month or the quarter as well as in comparison to their quota.
Where revenue teams go to
take actionbuild pipelinemanage dealsforecastengage buyerscoach sellersget buyer insights
Revenue Orchestration Platform
Turn insights into action, all in one platform
Salesloft unifies AI chat agents, sales engagement, revenue intelligence, conversation intelligence, deal management, and forecasting — all supported by AI workflows and agents
Explore the Full Salesloft Platform
Helpful resources for sellers
Enhance your strategy with real-world insights, expert tips, and actionable guides designed for sellers.
How AI is Reshaping Strategic Deal Management
Your Guide To B2B Buying Signals: What They Are & How To Use Them
The 2080 Problem: Your Most Overlooked Enterprise Revenue Blindspot
Ready to drive more predictable revenue?
See Salesloft Deals in action and drive revenue with confidence.
