Sep 17, 2024
Stay updated with the latest features, improvements, and bug fixes in Data Parrot. Check out our release notes for all versions.
Homepage News Feed: The home page now shows a timeline of key events related to your deals including new Deal AI Analysis, new engagements associated to deals, and key property changes (Amount, Pipeline/Stage, Close Date). You can expand any line in the newsfeed to see the Deal Card, and filter by the three categories.
Deal Pulse (replaces Deal Progress): Deal Pulse adds significantly more information with AI-assessed Deal Quality including Deal Health, Forecast Category (Committed, Upside, etc.), Deal Status (Active, Stuck, Dormant), Competitive Position, and Sales Performance. It also includes Deal Hygiene with Close Date confidence ratings and improved deal stage analysis with recommended stages. All data is exportable and will be added to AI Forecast.
Calls and meetings: Calls and Meetings are now supported in the renamed "Engagement Insights" section, in addition to Emails. For now, the analysis relies on the content of those engagements inside HubSpot, with Zoom integration coming soon.
Improved AI: The AI now intelligently adapts to the pipeline and stage of each deal, recognizing whether it is pre-sales, new business, expansion, or renewal. The tone is also much more direct -- instead of "The lack of engagement indicates difficulty in assessing the purchase intent" it will say "No activity. Unlikely it's even a deal."