Overview
Building on the success of Ask Jiminny at the individual call level, we’ve expanded the feature to analyze your entire multi-call deals. Ask Jiminny at the Deal Level provides fast, AI-driven insights into open deals, helping you stay ahead of the competition and manage your pipeline more effectively.
Key Benefits
Time Efficiency: Save hours by summarizing deal details across multiple calls. You no longer need to review each call individually.
Improved Pipeline Visibility: Get a clear understanding of your pipeline for accurate forecasting and proactive management.
Data Hygiene and Management: Automatically update and organize deal data in your CRM, ensuring your team works with accurate information.
How to Use Ask Jiminny for Open Deals
Navigate to the Deal Insights Page: Go to the Deal Insights page within the Jiminny platform to view your open deals.
Click the Ask Jiminny Magic Wand: Look for the pink wand button next to any open deal on the page.
Review the AI-Generated Insights: Ask Jiminny will instantly provide key insights, including:
Deal Summary: A concise summary of your deal based on all related calls.
Deal Stage Assessment: An AI-driven evaluation of the current stage of the deal.
Concerns & Blockers: Highlights any concerns, blockers, or potential risks within the deal.
Engagement Levels: A review of your prospect’s engagement across all calls.
Next Steps: Suggestions on the best actions to take to win the deal.
Use the Insights: Copy or refer to these insights to inform your next moves and share them with your team.
How to Use Ask Jiminny for Closed Deals
Navigate to the Deal Insights Page: On the Deal Insights page, navigate to either Closed Won or Closed Lost deals at the top.
Click the Ask Jiminny Magic Wand: Select the pink wand button next to the closed deal.
Review the Ask Jiminny's Insights: AI will provide valuable insights, including:
Deal Summary: A summary of all communications during the deal cycle.
Win/Loss Analysis: An intelligent breakdown of why and how the deal was won or lost.
Customer Success Handover for Won Deals: A comprehensive handover, highlighting details relevant for Customer Success to manage the relationship post-sale.
Recommendations for Long-Term Success: Actionable recommendations to help turn a won deal into a happy, long-term customer or learnings to improve on future opportunities.
Leverage the Insights: Use these insights to replicate successful tactics, improve on weaknesses, and provide a smooth handover to your Customer Success team
Top Benefits
Time Efficiency and Productivity: Quickly summarize deal details and focus on strategic thinking, not digging through recordings.
Enhanced Pipeline Visibility: Ask Jiminny gives you a clear picture of your deal health, improving forecasting and helping you close more deals.
Improved Deal Management: With organized and up-to-date CRM data, you can make informed decisions and keep deals moving smoothly.
Learning and Improvement: By analyzing closed deals, identify winning patterns or areas for growth, making your team more effective with each deal.
Current Availability Ask Jiminny on Deals is available now for English, multi-call deals, allowing you to gain insights on any open deal.