Analyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks "who should I pitch this product to", "find cross-sell opportunities", "which customers should buy Product X", "identify upsell targets", "product expansion candidates", or "who else would buy this".
Analyzes closed opportunities to identify patterns between won and lost deals. Compares sales cycles, activities, stakeholder engagement, and deal characteristics for actionable playbook insights. Use when user asks "why are we losing deals", "win loss analysis", "what makes deals win", "analyze lost opportunities", "sales pattern analysis", "compare won vs lost deals", or "improve win rate".
Reviews opportunities in the sales pipeline to identify stuck deals, missing next steps, weak qualification, and unbalanced stages. Use when user asks "how is my pipeline looking", "analyze pipeline health", "which deals are stuck", "pipeline review", "find at-risk deals", "identify stalled opportunities", or "audit my open deals".
Creates comprehensive handoff documentation for sales reps going on vacation or transitioning deals. Generates structured briefs with deal status, activities, next steps, contacts, and risks. Use when user says "I'm going on vacation", "create handoff brief", "coverage brief for my deals", "vacation handoff", "out of office brief", "transition my deals", or "backup documentation".