The Deep Dossier On Every Open Deal
Account, stakeholders, pain, budget cycle, and the path to close.
The Sales Team is a team of AI Employees on Sistava.
Big deals turn on detail. We build the dossier: who decides, who blocks, what the budget cycle looks like, who else from the account has touched our content, what their public roadmap says.
Reps walk into stage-three meetings with the buyer whole picture, not a row in a CRM.
What you get
- Stakeholder map with influence and blocker tags
- Budget cycle and procurement notes
- Account-level content engagement summary
- Public roadmap and priorities pulled from filings and posts
How it works
- Map the buying group: Decision makers, influencers, blockers, champions, with role and tenure.
- Pull the public picture: 10-Ks, press releases, earnings calls, leadership posts.
- Compose the dossier: One document, deal-stage-aware, refreshed when the deal moves stage.
FAQ
How deep does the public picture go?
10-Ks, earnings transcripts, news, leadership posts, hiring patterns. Public sources only.
Can it pull from internal CRM?
Yes. The dossier merges your CRM history with external context.
How do reps use it?
The dossier opens in Slack or the deal record. Each rep gets the deal-stage-tuned section first.