Deal Intelligence Tools for B2B Sales: The 2026 Buyer’s Guide
What is Deal Intelligence?
It aggregates multi‑channel signals (meetings, emails, CRM updates) and translates them into risk alerts, probability updates, and actionable next steps.
Must‑have Capabilities
Unified timeline of calls, emails, notes, and stage changes
AI‑generated next best actions with rationale
Methodology coverage (MEDDICC / MEDDPICC / BANT)
Stakeholder map & sentiment trends
Forecast impact: slip risk & stage regression
CRM hygiene checks and auto‑updates
How Proshort Helps
Proshort combines Deal, Meeting, and Coaching Agents to surface risks and recommend next actions—embedded on each deal.
Evaluation Checklist
Integrations & data coverage
Explainability of AI
Alert quality & noise control
Coaching depth
Admin controls & templates
Security & PII handling
Time‑to‑value
