Review stale close dates
Find open deals with stale close dates and the buyer evidence you need to update them.
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 Deals screen
- 2Context
Avoma Revenue Intelligence reads CRM close dates, deal details, Risk Score, Qualification Score, engagement, and conversation history
- 3Reason
Compare each close date with what recent buyer conversations suggest
- 4Act
List deals with stale close dates by owner, with the evidence to update them
- 5Human judgment
Rep confirms the new date with the buyer and updates the CRM
Native feature
Find opportunities with outdated close dates and inspect recent buyer conversations, engagement, and deal health to determine whether dates need updating.
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 each close date with what recent buyer conversations suggest
- 4Act
List deals with stale close dates by owner, with the evidence to update them, returned in Claude
- 5Human judgment
Rep confirms the new date with the buyer and updates the CRM
Skill
Use the RevOps Intelligence skill in Claude to list deals with stale close dates by owner, with what the last conversation suggests, with recommended next steps.
How this works
Shown for:
- 1Trigger
A deal's close date passes without a close
- 2Context
An Avoma agent (Avoma agentic platform) watches CRM close dates, recent calls and emails
- 3Reason
Compare each close date with what recent buyer conversations suggest
- 4Act
List deals with stale close dates by owner, with the evidence to update them, each time it's warranted
- 5Human judgment
Rep confirms the new date with the buyer and updates the CRM
Agent
Find deals with stale close dates. The agent compares CRM dates with recent buyer conversations, identifies outdated dates, and suggests updates for review.
What good looks like
A close date in the past makes every forecast built on it less reliable.
Check dates every week
Stale dates pile up fast in a busy quarter.
Use the last buyer conversation to reset the date
The buyer's timeline is the only one that counts.
Track who updates dates the most
Frequent resets on one rep's deals point to a qualification gap.
Customer stories
What teams say
I was able to start using Avoma for pipeline reviews with my team right away. It was more convenient than our previous process.
It helps managers identify opportunities and churn risks by looking at a single report instead of having to sit in on additional meetings.
What’s stopping you from turning every conversation into actionable work?
