Review deal activity
Compare buyer activity with your team's activity on each deal, and spot drops before the deal goes quiet.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
On demand in the Deal View; daily, weekly, or monthly
- 2Context
Avoma Revenue Intelligence reads meetings, calls, and emails associated with the deal
- 3Reason
Compare buyer activity with your team's activity over time, by deal and contact
- 4Act
Show engagement trends by deal and contact, with drops flagged
- 5Human judgment
Rep decides how to re-engage the buyer
Native feature
See all meetings, calls, and emails associated with a deal in one place. Review buyer and seller activity over time to understand engagement levels and spot gaps in communication.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Compare buyer activity with your team's activity over time, by deal and contact
- 4Act
Show engagement trends by deal and contact, with drops flagged, returned in Claude
- 5Human judgment
Rep decides how to re-engage the buyer
Skill
Use the RevOps Intelligence skill in Claude to show buyer and team engagement by day, week and month for each deal and contact, and flag drops, with recommended next steps.
How this works
Shown for:
- 1Trigger
A deal shows a drop in buyer activity
- 2Context
An Avoma agent (Avoma agentic platform) watches meetings, emails and calls with the buyer, by contact
- 3Reason
Compare buyer activity with your team's activity over time, by deal and contact
- 4Act
Show engagement trends by deal and contact, with drops flagged, each time it's warranted
- 5Human judgment
Rep decides how to re-engage the buyer
Agent
Monitor buyer and seller engagement. The agent tracks meetings and email activity across deals and contacts, identifies meaningful drops, and flags relationships that need attention.
What good looks like
Engagement trends warn you before a deal goes quiet.
Compare buyer activity with yours
If you send 10 emails and get 1 reply, the deal is one-sided.
Track engagement by contact
A drop from the champion matters more than a drop overall.
Act on a drop within a week
Silence gets harder to break the longer it lasts.
Customer stories
What teams say
It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.
Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
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