Using Deal View

The Deal View page offers a centralized interface for reviewing sales deals and call insights, allowing teams to efficiently analyze, track, and manage deal progress using Fathom's AI-driven insights, with direct links to specific fields in HubSpot and Salesforce.

Team Edition Pro users who have connected to HubSpot or Salesforce on the team level.

• Produces a Deal Summary based on the template selected. This summary is not customer-facing, so teams can customize it to include helpful fields to track within their deals.

• Provides analysis and AI-generated summaries for quick deal assessment.

• Flags Key People and assigns them a role based on their involvement in the recorded calls.

• Connects directly with HubSpot and Salesforce to update deal records in real time.

• Links call insights from the summary to specific properties in HubSpot or Salesforce.

• Automatically logs call notes, summaries, and action items within the CRM deal record.

• Presents a chronological view of all relevant interactions.

• Helps Sales teams track deal progress and identify key engagement moments.

• Allows users to query AI-driven insights across all calls related to a deal.

• Provides instant answers about customer objections, deal risks, and next steps.

• Helps identify recurring themes, sentiment trends, and engagement patterns.

• Enables Sales teams to refine their strategy based on AI-generated deal intelligence.

• Allows managers to easily provide assistance and coaching feedback.

• Offers direct access to shared call recordings and transcripts.

• Encourages collaboration between sales, customer success, and leadership teams.

🗒️ For Salesforce, this integration does not include CRM field mapping and the activity sparkline.

• Leverage Call Insights: Use AI-generated summaries to quickly evaluate deal momentum and customer sentiment.

• Utilize CRM Syncing: Ensure all deal-related calls are logged to maintain accurate CRM records in real time.

• Enhance Team Coordination: Tag relevant colleagues in deal notes to streamline collaboration and follow-ups.

• Utilize Ask Fathom for Analysis: Ask key questions about deal progress and let AI surface critical insights.

• If Open Deals/Opportunities do not appear under the Team Calls tab, verify that Fathom is correctly integrated with your CRM.

• If deal updates are missing, check user permissions and CRM synchronization settings.

• For additional support, reach out to Fathom Customer Support for troubleshooting and customization guidance!