Deal context shouldn't be scattered
"Deal reviews used to start with 20 minutes of context-setting. Now we walk in and just ask JoySuite what we need to know."
How JoySuite Centralizes Deal Intelligence
Your biggest opportunities have context spread across Salesforce, email threads, call recordings, and Slack. Before every deal review, someone spends an hour piecing together the story. Important details get missed.
From chaos to clarity in 4 steps
Connect your deal sources
JoySuite pulls from connected tools and your Knowledge Center—emails, calls, CRM, and docs all searchable in one place. Browse connectors →
Ask about your deal
Use Joy's /find command or simply ask "Brief me on the Acme Corp deal" or "What's the status of Acme?" Get instant context.
Explore the details
Ask follow-ups: "What objections came up in the last call?" or "Who else is involved on their side?" JoySuite pulls from all sources.
Strategize with confidence
Use the complete picture to plan next steps, prep for calls, or update leadership—without digging through systems.
Key Features
🔍 Unified Deal Search
Query all deal context from CRM, email, calls, and docs in one place using natural language questions like 'Brief me on the Acme deal.'
⚡ Instant Deal Briefings
Get complete deal context in 30 seconds instead of spending 30 minutes piecing together information from scattered systems.
🔌 Multi-Source Integration
Connect Salesforce, HubSpot, email, Gong, Chorus, Slack, Teams, and document storage to make all your deal data searchable.
👥 Stakeholder Mapping
Build a complete picture of everyone involved on the buyer side, their roles, concerns, and relationship dynamics.
What you can feed it
JoySuite works with whatever you have—no need to polish your notes first.
CRM Data
Opportunities, accounts, activities
Email Threads
All correspondence with account
Call Recordings
Transcripts from call intelligence tools
Proposals
Sent docs and contracts
Slack/Teams
Internal deal discussions
Meetings
Calendar and meeting notes
Adapt this recipe for your needs
Risk Assessment
Focus on deal risks, stalled stages, and competitor mentions across all touchpoints.
Stakeholder Map
Build a complete picture of everyone involved on the buyer side and their roles.
Deal Comparison
Compare this opportunity to similar won/lost deals for pattern insights.
QBR Prep
Generate a structured account review for quarterly business reviews.
What you'll get
Here's a sample deal briefing generated from connected sources:
Deal Overview
- Opportunity: Acme Corp Platform License
- Value: $240,000 ARR
- Stage: Negotiation (Day 45 of 60-day cycle)
- Close Date: March 15
Key Stakeholders
- Sarah Chen (VP Ops) - Executive Sponsor, strong advocate
- Mike Torres (IT Director) - Technical evaluator, security concerns addressed
- Jennifer Wu (CFO) - Final sign-off, focused on ROI
Recent Activity
- Mar 1: CFO requested ROI analysis (sent Mar 2)
- Feb 28: Legal redlines received, 3 items outstanding
- Feb 25: Technical pilot completed successfully
Open Items
- Payment terms (Net 45 vs Net 30)
- Data residency clause language
- Executive reference call (scheduled Mar 8)
Who This Is For
Account Executives
Get instant briefings on any deal without spending time searching through systems or piecing together scattered information.
Sales Managers
Run more effective deal reviews with complete context available instantly. Coach reps with full visibility into deal dynamics.
Sales Engineers
Quickly understand technical requirements, past objections, and stakeholder concerns before joining any deal conversation.
Revenue Operations
Improve forecast accuracy and pipeline visibility by ensuring all deal data is accessible and actionable.
Frequently Asked Questions
What is a deal war room and how does it help sales teams?
A deal war room is a centralized space where sales teams can access all deal context—emails, calls, CRM data, proposals—in one place. It eliminates time spent searching through systems and ensures everyone has the complete picture for strategic deal planning.
How does AI-powered deal intelligence work?
AI deal intelligence connects to your existing tools (CRM, email, call recordings, documents) and makes all that information instantly queryable. Ask natural language questions like 'What objections came up?' and get answers pulled from all sources automatically.
What data sources can I connect to the deal war room?
JoySuite connects to CRM systems (Salesforce, HubSpot), email, call recording platforms (Gong, Chorus), document storage, Slack/Teams, and calendar. All your deal context becomes searchable in one unified interface.
How does a deal war room improve win rates?
By giving sales teams instant access to complete deal context, nothing gets missed. Reps can identify risks earlier, understand stakeholder dynamics better, and prepare more effectively for every conversation—leading to higher close rates.
Can I use deal intelligence for QBR and forecast preparation?
Yes. The deal war room can generate structured account reviews, compare current deals to similar won/lost opportunities, and provide the data needed for accurate forecasting and executive presentations.