Sales agents

The Sales area of Agents holds the agents sellers use on deals and calls: Deal Template Analysis (qualify a deal against your playbook), Discovery Prep (brief before a discovery call), SDR First-call Prep (brief before a first call with a contact), Closed Won Analysis and Closed Lost Analysis (why a deal was won or lost), and Communication Analysis (what a deal's emails, calls and meetings say). All of them read HubSpot only; none does web research.

Use it to qualify an open deal against a qualification playbook (MEDDPICC, BANT, SPICED or your own, set in Playbooks). It reads the deal, its company, contacts and activity, and produces a score, a risk level, positive and negative signals, missing information, next steps and an answer per playbook question. HubSpot updates: a note on the deal with the summary and next steps, a task for the deal owner with the first next step, and the score and risk level in Alignify fields (or in the HubSpot properties you map on its Automatic updates page). It can be scheduled at a set time over a pipeline or stage, or when a deal reaches a stage. When the analysis confidence is below 50% (a record with little or no logged history), no HubSpot update is proposed and the report says why under Analysis notes. It works on open deals only; for a closed deal use Closed-Won or Closed-Lost Analysis. Best depth: Expert for everyday reviews, Deep for large deals with a long history, Light for a quick triage. Price: Light 1, Expert 2, Deep 4 credits.

Use it before a discovery call. Run it on the deal; it reads the deal, company, contacts and logged activity and produces a pre-call brief: summary, likely pains, questions to ask, unknowns and flags. It works from your HubSpot data only (no web research), so it is as good as what is logged. HubSpot update: the brief as a note on the deal, plus the Alignify last-analysis date and report link. Runs on demand only (cannot be scheduled). Best depth: Expert; Light for a quick refresher. Price: 1 / 2 / 4 credits.

Use it before an SDR's first call with a contact. Run it on the contact; it reads the contact, company, related deals and logged engagement and produces a compact brief: one-line context, CRM-based icebreakers, ICP fit, a recommended angle and unknowns to ask about. No web research. HubSpot updates: the brief as a note on the contact and the ICP fit in the Alignify field alignify_icp_fit. Runs on demand only. Best depth: Light or Expert; it is meant to be short. Price: 1 / 2 / 4 credits.

Use it after a deal is won to learn what made it close. It reads the deal, company, contacts and activity and produces success factors, key touchpoints, objections handled, a sales-cycle observation and plays to repeat. HubSpot updates: a note on the deal, the Alignify analysis stamps, and the HubSpot Closed won reason field, only when that field is still empty (that field change always waits for review unless opted in). Schedule: only on a HubSpot deal event, for example when a deal moves to Closed Won; it has no time schedule. Best depth: Expert, or Deep for long sales cycles. Price: 1 / 2 / 4 credits.

Use it after a deal is lost to find the real reason. It reads the deal, its lost reason, company, contacts and activity and produces the root cause, missed signals, what could have been done differently, the competitor (if any) and whether the loss was preventable. HubSpot updates: a note on the deal, the Alignify field alignify_loss_preventability, and the HubSpot Closed lost reason field only when it is empty (review first). Schedule: only on a HubSpot deal event, for example when a deal moves to Closed Lost. Best depth: Expert; Deep for big or long deals. Price: 1 / 2 / 4 credits.

Use it to understand how a deal's conversations are going. Run it on a deal; it reads that deal's logged emails, calls and meetings (text as logged in HubSpot; no call recordings or transcripts) and produces tone, responsiveness, who is engaged, commitments, open questions, objections, risks and a next step, each cited to an engagement, plus what could not be read. Reading email text needs the HubSpot sales email permission; without it the report says emails could not be read. HubSpot updates: a note on the deal, the Alignify field alignify_deal_sentiment and a task for the deal owner with the next step. Runs on demand only. Best depth: Expert; Deep for long threads (Deep reads up to 60 activities, Expert 30, Light 10). Price: 1 / 2 / 4 credits.