CRM analysis

Problem

CRM is full of data nobody reads until a deal is at risk.

Current process (pain)

• Managers manually scan activities before QBRs
• Handovers miss context when reps change
• Forecast calls rely on gut and partial notes

How DataFlight solves it

Agentic analysis over connected CRM objects with knowledge-base context for playbooks. Chat for ad-hoc questions; scheduled summaries optional via workflow.

Step-by-step flow

1. Scope set Pipeline segment or account list chosen.
2. Data normalised Activities, stages, and custom fields pulled.
3. Insights drafted Risks, stalled deals, and suggested touches listed with citations.
4. Manager review Human edits feed back into templates.

Modules used

• Knowledge Base Chat
• Agentic AI Chat
• Custom workflows (built by us)

Example output

One-page account brief or pipeline digest with CRM field references.

Business outcome

• Hours saved before leadership meetings
• Cleaner handovers
• Earlier risk visibility