sales-proposalsoperations-admin
CRM analysis
CRM is full of data nobody reads until a deal is at risk.
The manual reality
✕Managers manually scan activities before QBRs
✕Handovers miss context when reps change
✕Forecast calls rely on gut and partial notes
How DataFlight fits
Agentic analysis over connected CRM objects with knowledge-base context for playbooks. Chat for ad-hoc questions; scheduled summaries optional via workflow.
The 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.
What changes
✓Hours saved before leadership meetings
✓Cleaner handovers
✓Earlier risk visibility