Revenue Execution ·
Deal execution

Counter the incumbent

Build the case to switch when the buyer is comfortable with an incumbent, using what they've said about it.

Best for

Account Executive, Sales manager

Cadence

When an incumbent is in the deal

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:

  1. 1
    Trigger

    You ask Avoma

  2. 2
    Context

    Ask Avoma (Avoma agentic platform) reads competitor mentions across the deal, prior calls and emails, your battlecard, narrowed by what you ask

  3. 3
    Reason

    Weigh the buyer's reasons to stay against their reasons to switch

  4. 4
    Act

    Build a switching case with risks to address and a plan for the next conversation, returned in Ask Avoma

  5. 5
    Human judgment

    Rep decides how to position the switch

Build a competitive switching case using the buyer's concerns, reasons to stay, switching costs, and areas where your solution offers an advantage.
Prompt
Recommended

Prompt

Build a competitive switching case using the buyer's concerns, reasons to stay, switching costs, and areas where your solution offers an advantage.

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Ask Avoma
Prompt

[Incumbent] came up in [Deal]. From the calls and emails, tell me why the buyer is staying or considering a switch, what would make switching worth it, the risks they raised, and a short plan for the next conversation.

Starts when

When you ask

Uses

Ask Avoma, across competitor mentions across the deal, prior calls and emails, your battlecard

Produces

A switching case against the incumbent

What good looks like

Buyers switch when staying costs more than moving.

Find out why they'd stay

Their reasons to stay are the objections you have to answer.

Put a number on switching costs

Vague risk feels bigger than a known cost.

Plan the next conversation

Each call should move one reason to stay off the table.

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.

Zaid M.

Enterprise AE

Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.

Adam R.

Senior Account Executive

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.

Pedro Pizarro

Enterprise Account Executive at Directus

Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.

Lewis

Avoma User

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