LLM Deal Flow Automation in CRM

In This Article The Deal Intelligence Gap Data Model Design Transcript Analysis with Claude Automated Follow-Up Drafting PostgreSQL JSONB Storage Putting It Together The Deal Intelligence Gap Most CRM systems are excellent at storing what happened — call logged, email sent, stage updated — and poor at capturing what was learned. A sales call produces qualitative intelligence that is genuinely valuable for deal strategy: what objections surfaced, how strongly the prospect signal...