CRM win/loss reasons are often too vague to drive confident decisions. Product and GTM teams spend hours piecing together CRM fields, Gong calls, emails, and notes to understand what actually happened, and many closed deals never get analyzed at all.
Sales Intelligence automatically analyzes every closed deal by combining CRM metadata with Gong conversation signals. By synthesizing signals from your CRM and Gong, you get:
Why you're winning and losing: Aggregate patterns across all deals, with ARR impact
Which product gaps are blocking revenue: Ranked by deals lost, not just volume of complaints
Insights you can trust: Backed by signals across multiple sources, not single mentions
Full context when you need it: Drill into any deal for the complete picture, or ask Wisdom for custom analysis
Who This Is For
Product leaders (CPO, VP Product): strategic view of what's blocking revenue, features that win or lose deals
Product managers: Deep-dive into product gaps in their area, prioritize with revenue signal
Sales leadership (CRO, VP Sales): Align with Product on what needs building, evidence-backed
Product Marketing: Competitive insights, what messaging is landing
What's Included
Capabilities
Deals: Browse and filter all deals: see win/loss reasons, use cases, features, competitors at a glance
Deal Detail: Full analysis for any closed deal: what happened, why, with primary and contributing factors
Quantify: Aggregate patterns with ARR impact: loss reasons breakdown, win rate by competitor, top product gaps, what's driving wins
Wisdom: Custom analysis on demand: ask anything across your deals ("Why are we losing to Competitor X?")
Data Sources
Salesforce: Opportunity metadata like amount, stage, close date, owner, and account
Gong: What prospects actually said: the real signals from calls
HubSpot: Deal metadata like amount, stage, close date, owner, and associated company
Getting Started
Prerequisites
Enterpret workspace admin permissions
Salesforce org with admin permissions (for OAuth) or HubSpot account with permissions to approve OAuth
Gong workspace connected (or ready to connect)
Note:
If you do not see Deals as an option under Add integration, contact your CSM to get your workspace whitelisted for Sales Intelligence.
Sales Intelligence supports one Deals source per workspace at a time. You can connect either Salesforce Opportunities or HubSpot Deals, but not both for the same tenant.
Connect Salesforce Opportunity Integration
Connect Salesforce Opportunity Integration
Go to Integrations → New Integration
Select Salesforce
Select Deals Integration type
Approve OAuth with a Salesforce admin account
Select Opportunity as the object type
Drag and drop any CRM fields you want to sync into Enterpret. These fields will be available as deal metadata for filtering, segmentation, and analysis.
Complete field mapping for the required deal fields below. These fields must be mapped before the integration can be completed.
Field | What to Map |
Deal Name | Opportunity name |
Deal Stage | Opportunity stage |
Deal Amount | Value |
Close Date | Actual close date |
Account Name | Company name |
Lead | Opportunity owner (AE) |
Connect HubSpot Deals Integration
Connect HubSpot Deals Integration
Go to Integrations → New Integration
Select HubSpot
Select Deals Integration type
Approve OAuth with a HubSpot admin account
Select 'Manage and view CRM data'
Drag and drop any CRM fields you want to sync into Enterpret. These fields will be available as deal metadata for filtering, segmentation, and analysis.
Complete field mapping for the required deal fields below. These fields must be mapped before the integration can be completed.
Field | What to Map |
Deal Name | Deal name |
Deal Stage | Deal stage |
Deal Amount | Amount |
Close Date | Close date |
Account Name | Company Name |
Lead | Deal owner |
Connect Salesforce or HubSpot Feedback Integration (Optional)
Connect Salesforce or HubSpot Feedback Integration (Optional)
If you have feedback in Salesforce or HubSpot (deal notes, emails, etc.), you can bring it in:
Go to Settings → Integrations → New Integration
Select Salesforce or HubSpot and approve OAuth
Select Feedback Integration type
Select the object containing your feedback (e.g., Opportunity, Notes, Tasks, Case)
Make sure to include the Opportunity ID or Deal ID field with any feedback you bring in. This lets us link feedback to the connected deal record.
Complete the integration
Feedback can be linked to deals via Opportunity ID or Deal ID (see below).
Connect Gong
Connect Gong
Go to Settings → Integrations → New Integration
Select Gong and approve OAuth with a Gong admin account
Complete the integration
Calls will be linked to deals via Opportunity ID or Deal ID (see below).
Linking Feedback to Deals
Linking Feedback to Deals
Once your CRM Deals integration and Gong are set up, link your feedback records to the connected Deals source. If you also connected Salesforce or HubSpot feedback, make sure those records include the relevant Opportunity ID or Deal ID so they can be linked to the right deal.
Go to Integrations and select the Salesforce Opportunity integration or HubSpot Deals integration.
Go to the section Link with Feedback, User, and Account integrations.
Map your feedback to deals using the relevant ID field (example: "External ID - Opportunity" or "HS Object ID").
Past records will be linked retroactively, and new records will be automatically linked going forward.
What to Expect
We sync the last 3 months of historical deals.
Deals closed within the last 90 days
If you’d like to extend this, please reach out to us
Initial sync takes a few hours depending on volume
How to Use
Deals
Select Deals from the left sidebar to see all synced deals.
Default columns:
CRM fields: Deal name, stage, amount, close date, owner, account
Predictions: win/loss reasons, use cases, features, competitors
Customize your view:
Add or remove columns to show what matters to you
Filter by any field: deal metadata or predictions
Deal Detail
Click any deal to see what happened and why — with predictions, CRM data, and all associated feedback in one place.
Note: Deal reports are generated only for closed deals. Active deals won't have reports yet.
What you'll see:
Deal Report: A detailed analysis generated from your feedback data and CRM
Feed: List of feedback records associated with the deal
Metadata: All CRM data you ingested for the deal
Predictions: AI-generated insights (see below)
Deal predictions:
Prediction | What It Does |
Win/Loss Reason | Why the deal was won or lost. Shows primary reason (the main driver) and contributing factors (secondary influences). |
Use Cases | What the customer was trying to achieve. Shows primary use case (main goal) and secondary use cases (additional needs). |
Competitors | Who you were up against. Shows direct competitors (head-to-head evaluation) and indirect competitors (alternative approaches or categories). |
Features Mentioned | Product capabilities discussed in the deal. Automatically mapped to your existing taxonomy when a match is found — keeping insights consistent with your product structure. |
Rate accuracy: Every deal report has 👍 & 👎 buttons. Please use them to give feedback.
Quantify
Use Quantify to analyze patterns across all deals.
What you can plot:
Predictions: win/loss reasons, use cases, competitors, features mentioned
Deal metadata: stage, amount, close date, owner, account, and any custom fields
How to use it:
Select Deal records as your measure (for charting deals)
Choose a field to plot (e.g., win/loss reason, competitor)
Add filters to narrow your analysis (date range, industry, etc.)
Example analyses:
Loss reasons by ARR impact
Win rate by competitor
Top product gaps blocking deals
Features driving wins
Build a dashboard: Add any Quantify chart to a dashboard to create a unified win/loss view — all your key analyses in one place.
Wisdom
Select Wisdom from the left sidebar to ask questions across your deals in natural language.
What you can ask:
Why are we losing to Competitor X?
What product gaps are mentioned in enterprise deals?
Which features helped us win deals over $100K?
What use cases are we seeing in the healthcare segment?
How it works:
Wisdom queries across all your deal data — predictions, feedback records, and CRM metadata to surface patterns and answer questions that would take hours to investigate manually.
FAQs
Do I need a CRM and Gong?
Yes. You need one supported CRM Deals source: Salesforce Opportunities or HubSpot Deals. You also need Gong connected, because Sales Intelligence uses Gong conversation signals alongside CRM metadata to generate deal analysis.
What if I don’t use Salesforce or HubSpot?
You can still get started by uploading a CSV of closed deals via File Upload integration. Reach out to your Enterpret team for a template and help confirming the file format.
Can I connect both Salesforce and HubSpot?
No. Sales Intelligence supports one Deals source per workspace at a time. You can connect either Salesforce Opportunities or HubSpot Deals, but not both for the same tenant.
Why don't I see Deals under Add integration?
Sales Intelligence access is currently allowlisted. If you do not see Deals as an option under Add integration, contact your CSM to get your workspace whitelisted.
Why don't I see insights for some deals?
Deal reports are generated only for closed deals. Active deals won’t have reports yet. For closed deals, if no Gong calls are linked, we can only use CRM fields.
How are calls linked to deals?
Calls are linked using the CRM record ID for the deal (Salesforce Opportunity ID or HubSpot Deal Record ID).
Can I edit predictions or the deal report?
Currently, you can’t edit either one. You can rate the deal report (👍/👎) to help improve quality.
Who can see this?
Everyone in your Enterpret workspace.
What if I don't have much data?
We need 20+ closed deals for meaningful patterns in Quantify. Deals and Deal Detail work with any volume.
Feedback
Have feedback or noticing something off? Send us:
A link to the deal/view you were looking at
What you expected vs. what you saw
A screenshot (optional)