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Salesforce Deal Intelligence

Research your open deals with external data. Identify buying signals, surface risks, and update opportunities with actionable intelligence.

Deal researchBuying signalsPipeline intelligenceOpportunity enrichment

The Challenge

Your pipeline is full of opportunities, but the intelligence behind each deal is thin. You know that Acme Corp just raised a Series B and is hiring engineers, but that context lives in your head, not in Salesforce. Meanwhile, Beta Inc quietly had layoffs last month and your deal there is at risk — but nobody flagged it. This prompt researches every open deal, identifies buying and risk signals, and writes the intelligence directly into your Salesforce opportunities.

What This Prompt Does

External Research

Pulls company data from Apollo and LinkedIn for each deal

Signal Detection

Identifies buying signals (hiring, funding) and risk signals (layoffs, leadership changes)

Opportunity Updates

Writes intelligence notes and next steps directly into Salesforce

Priority Matrix

Ranks deals by signal strength so you know where to focus

The Prompt

The Prompt

Task

Enrich open Salesforce deals with external intelligence. For each opportunity, use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the account, research the company via @Apollo/Enrich Company and @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights, identify buying signals (hiring, funding, tech stack changes), and use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update the opportunity with research notes and recommended next steps.

Example: Research my top 5 open deals and add intelligence notes to each opportunity in Salesforce.

Input

The user will provide either:

  1. Specific deal or account names to research
  2. A segment of deals (e.g., "all deals in Negotiation stage", "deals closing this quarter")
  3. A contact email to look up the associated deals

Example: "Research the Acme Corp and Beta Inc deals — pull external data and update the opportunities with intelligence notes"

Context

Workflow

  1. Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to pull the account and associated opportunities
  2. Use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to identify key contacts on the deal (if provided)
  3. Use @Apollo/Enrich CompanyName it "Apollo/Enrich Company" and call it with @Apollo/Enrich Company to get company data: funding, headcount, tech stack, recent news
  4. Use @LinkedIn/Get Company InsightsName it "LinkedIn/Get Company Insights" and call it with @LinkedIn/Get Company Insights to get headcount trends, hiring activity, and department growth
  5. Analyze the enrichment data for buying signals relevant to the deal
  6. Use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update the opportunity with:
    • Research notes / intelligence summary
    • Recommended next steps based on findings
    • Updated description or custom fields

Buying Signals to Identify

Strong Signals:

  • Recent funding round (new budget available)
  • Hiring for roles related to your product
  • Tech stack changes or new tool adoption
  • Leadership changes (new CXO = new priorities)
  • Headcount growth (scaling = more need)

Risk Signals:

  • Layoffs or headcount decline
  • Leadership departures
  • Funding drought (no recent raise in 2+ years for startups)
  • Competitor adoption signals

What to Update on the Opportunity

  • Description or custom "Intelligence Notes" field
  • Next Steps with specific, actionable recommendations
  • Stage adjustment if warranted (e.g., move to "At Risk" if layoffs detected)
  • Close Date adjustment if timing signals suggest urgency or delay

Output

Deal Intelligence Report

Deals Researched: [count] Buying Signals Found: [count] Risk Signals Found: [count] Opportunities Updated: [count]

Deal: [Account Name] — [Opportunity Name]

Company Overview:

  • Industry: [industry]
  • Employees: [count] ([trend: growing/declining])
  • Last Funding: [round] — [amount] ([date])
  • Tech Stack: [relevant technologies]

Buying Signals:

  • [Signal 1: e.g., "Hiring 3 data engineers — suggests investment in data infrastructure"]
  • [Signal 2: e.g., "Series B closed 2 months ago — fresh budget available"]
  • [Signal 3: e.g., "New VP Engineering hired — likely evaluating tools"]

Risk Signals:

  • [Risk 1: e.g., "Headcount down 8% QoQ — possible budget tightening"]

Recommended Next Steps:

  1. [Specific action: e.g., "Reference their new data engineering hires in follow-up — position around team scaling"]
  2. [Specific action: e.g., "Ask about timeline given recent funding — budget likely allocated this quarter"]

Salesforce Updates Made:

  • Description: Updated with intelligence summary
  • Next Steps: Updated with recommendations
  • [Other fields updated]

Repeat for each deal researched

Priority Matrix:

| Deal | Buying Signals | Risk Signals | Priority | |------|---------------|-------------|----------| | [Acme Corp] | 3 | 0 | High | | [Beta Inc] | 1 | 2 | Medium | | [Gamma LLC] | 0 | 1 | Low |

Example Usage

Try asking:

  • →"Research my top 5 open deals and add intelligence notes to each opportunity"
  • →"Check if any of my Negotiation-stage accounts have had layoffs or leadership changes"
  • →"Pull buying signals for the Acme Corp deal — they just raised funding and I want to update the opportunity"