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Turn fragmented sales efforts into unified,
intelligent opportunity strategies

In complex B2B sales, buyers expect well-researched, strategic engagement from day one. But most sales teams are stuck with manual research, disconnected insights, and static documents that quickly become outdated. The Opportunity Strategy functionality in VAL automates and transforms this process—providing data-driven, dynamic strategies that evolve with your deals.

Most organisations struggle with opportunity strategy because:

01

Data lives across disconnected tools (CRMs, call notes, research decks)

02

Planning varies wildly between sellers - no consistent approach

03

Stakeholder mapping is incomplete and outdated

04

Competitive analysis is reactive, not proactive

05

Strategies become static and irrelevant mid-cycle

06

AI tools lack company-specific context and integration

This leads to inconsistent quality, missed opportunities, and longer sales cycles.

Organisations need to transform ad-hoc sales planning into repeatable, data-driven execution. With VAL’s Opportunity Strategy, every rep can operate like your best strategist - at scale.

Key Benefits of leveraging VAL for your Opportunity Strategies:

For Sales

Minutes, not weeks: Rapidly develop strategic opportunity plans with AI-powered insights

Stakeholder mastery: Map and manage relationships across complex buying groups
Competitive edge: Tailored positioning with automated competitive analysis


Always-current strategies: Your plan evolves as your opportunity does

1

2

For Marketing
& Enablement

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)

3

For the Business

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: Building you smarter sales strategies - automatically!

The Opportunity Strategy capability of VAL solves for this by using AI to synthesize 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.

No more static slides or disconnected spreadsheets—just intelligent, dynamic sales strategy.

With VAL, you get:
Connected Intelligence - Pulls from CRM, call records, internal docs, and public data
Connected Intelligence

Pulls from CRM, call records, internal docs, and public data

Stakeholder Mapping - AI identifies influencers, decision-makers, and engagement tactics
Stakeholder Mapping

AI identifies influencers, decision-makers, and engagement tactics

Competitive Positioning - Automated analysis recommends how to stand out
Competitive Positioning

Automated analysis recommends how to stand out

Smart Evolution - Update your strategy at any time with a single click - no rework
Smart
Evolution

Update your strategy at any time with a single click - no rework

Key Features & Functionality

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.

From ad-hoc selling to strategic orchestration—Opportunity Strategy in VAL helps your teams show up smarter, move faster, and win more.

Learn more about how VAL democratizes value engineering by generating custom business cases for every opportunity in minutes

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