Identify decision-makers
Find out who decides, how they decide and whether you've met them, before the deal rests on one champion.
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
After conversations are analyzed and when deal qualification is refreshed
- 2Context
Avoma Revenue Intelligence reads meetings, emails, and configured qualification framework
- 3Reason
Find evidence of the economic buyer, approval steps and timeline in calls and emails
- 4Act
Record the decision-maker, decision process and what's still unknown
- 5Human judgment
Rep plans how to reach the decision-maker
Native feature
Review buyer conversations to identify decision-makers, decision criteria, and the buying process, and see what information is still missing.
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
Find evidence of the economic buyer, approval steps and timeline in calls and emails
- 4Act
Record the decision-maker, decision process and what's still unknown, returned in Claude
- 5Human judgment
Rep plans how to reach the decision-maker
Skill
Use the RevOps Intelligence skill in Claude to record the decision-maker, decision process and timeline, and flag when the decision-maker has not been met, with recommended next steps.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads call transcripts and emails, CRM contacts and roles, methodology criteria, narrowed by what you ask
- 3Reason
Find evidence of the economic buyer, approval steps and timeline in calls and emails
- 4Act
Record the decision-maker, decision process and what's still unknown, returned in Ask Avoma
- 5Human judgment
Rep plans how to reach the decision-maker
Prompt
Clarify the buying decision process. Ask Avoma extracts decision-makers, approval steps, and timelines from conversations and highlights missing information.
For [Deal], tell me who the economic buyer is, how the decision will be made, the timeline, and whether we have met the decision-maker. Quote the call or email for each, and say what is still unknown.
What good looks like
Knowing who decides, and how, protects the deal from late surprises.
Name the economic buyer by stage 2
Meeting the decision-maker late resets the deal.
Write down the approval steps
Procurement and legal add weeks you need to plan for.
Confirm the process with your champion
Champions know the path, and they'll tell you if you ask.
Customer stories
What teams say
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.
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