/ Experience VAL
Opportunity Strategy That Evolves With The Deal
Win rates improve when every rep approaches each opportunity with a clear strategy. VAL makes that possible at scale.
Opportunity Strategy
Turn Fragmented Sales Efforts Into Unified, Intelligent Opportunity Strategies
Today’s B2B buyers can tell when your pitch was assembled from a generic AI prompt. They expect account-specific insight, not recycled talking points. VAL goes beyond general-purpose AI by combining your product knowledge, competitive positioning, and real-time deal context into structured opportunity strategies your team can actually execute.
Struggle With Opportunity
Six Reasons Opportunity Strategies Fall Apart Mid-Deal
Deal intelligence is scattered across CRM fields, call recordings, and email threads
Every seller runs their own playbook, so pipeline reviews surface surprises, not strategy
Buying committees keep growing, but stakeholder maps stay frozen from discovery
Competitive positioning is built once and never revisited as the deal evolves
Strategies are built for the QBR slide, not for the next buyer conversation
Generic AI can research a company. It can’t build a strategy tailored to whether you’re landing new business, expanding through cross-sell and upsell, or protecting a renewal.
VAL removes the guesswork, so every rep walks into every deal with a strategy that’s current, complete, and competitive.
Key Benefits
Key Benefits Of Leveraging VAL For
Your Opportunity Strategy
Minutes, not weeks
Rapidly develop strategic opportunity plans with AI-powered insights
Stakeholder mastery
Map and manage relationships across complex buying groups
Always-current strategies
Your plan evolves as your opportunity does
Standardized Excellence
Bring consistency to how your team strategizes
Scalable intelligence
Share best practices and proven tactics across the org
Future-proof insights
Track opportunity progression and strategy effectiveness (coming soon)
Enterprise-wide alignment
Sync opportunity plans across Sales, Marketing, and Customer Success
Strategic advantage
Win more by showing up smarter and earlier
Massive efficiency gains
Eliminate manual research and fragmented planning
How it works
Smarter Opportunity Strategies, Built Automatically
VAL synthesises account data, internal knowledge, and public intelligence into a cohesive, actionable strategy in minutes. As deals evolve, so does your plan, updated instantly with the latest insights, stakeholder changes, and competitive shifts.
Connected Intelligence
Pulls from CRM, call records, internal docs, and public data
Stakeholder Mapping
AI identifies influencers, decision-makers, and engagement tactics
Competitive Positioning
Automated analysis recommends how to stand out
Continuous Refresh
Update your strategy at any time with a single click – no rework
No more static slides or disconnected spreadsheets—just intelligent, dynamic opportunity strategy.
Key Features
Key Features & Functionality
From ad-hoc selling to strategic orchestration—Opportunity Strategy in VAL helps your teams show up smarter, move faster, and win more.
Create new value based Opportunity Strategies
Transform how your sales teams identify, develop, refine and adjust their opportunity strategy throughout the lifecycle of the opportunity.
This capability enables sales professionals to build data-driven, strategic approaches to complex B2B sales by leveraging AI-powered insights, comprehensive stakeholder mapping, and intelligent competitive analysis.
Upload CRM, internal docs and case studies for tailored insights
Upload CRM information, internal documents, call records, and competitive intelligence repositories via the upload functionality (available today) during creation of an opportunity, with seamless integration with existing opportunity and account management systems (Coming Soon!)
AI-driven analysis of account, competitor and stakeholder data
AI-powered analysis of stakeholder relationships and influence patterns alongside automated competitive analysis and positioning driving greater insight and depth for your opportunities.
