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Product

Find the move. Approve the play.Prove the lift.

Adrata reads your CRM, email, calendar and calls, read-only. It finds who’s best at what, turns their moves into plays you approve, and proves the lift.

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Adrata over a winter painting: the customer story play drafted from Andie’s won deals, waiting for review

Insights · illustrative

What you’ll know in a week.

Raw insights from one week of a team’s closed deals. Each one carries its comparison, its sample and how sure Adrata is, so you decide what becomes a play.

  • MoveConfident

    Telling one customer story on a first call wins 58%. Everyone else wins 27%.

    Same stage, size and segment · from 61 first calls

  • SegmentToo early

    In healthcare, with a CFO in meeting 2: too early to tell.

    Too early · 18 of 20 deals · mid-market healthcare

  • Deal sizeToo early

    Under $20k: too early to tell whether the customer story play helps.

    Too early · 17 of 20 deals · deals under $20k

  • TimingConfident

    Top reps start the demo around minute 9, after a customer story. Everyone else starts it by minute 3.

    Minute of the first call · from 61 calls

  • Blind spotBlind spot

    41% of Andie’s buyer emails were never logged in HubSpot. Adrata reads them anyway, so her moves still count.

    Gmail vs HubSpot activity, last 6 months

  • ObjectionLeaning

    When a buyer says “we’ll build it in-house”, Noah asks what in-house costs them by March. He wins 44% of those deals; the team wins 12%.

    From 25 deals with that objection

What’s working

Who’s best at customer stories, first calls, and getting the second stakeholder in, measured on your own deals.

  • Andie BenjaminCustomer story2.1× team
  • Noah HaleFirst calls3× meetings
  • Mia ChenSecond stakeholder81% of deals

Plays

Each move becomes a play you approve before any rep sees it, then shows up right before the moment it’s for.

Metrics

Win rates for reps who have the play against reps who haven’t received it yet, linked to the deals behind them.

Win rate with a customer story · last 90 days

Not yet received24%
Have the play41%

Illustrative

Ask anything about your team. Every answer comes from your own deals, and shows its work.

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Adrata chat answering who’s best at what on the team, with the deals behind the answer

Nothing reaches a rep without your yes. Each move arrives as a draft with the deals and calls behind it. Edit it, approve it or pass.

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Needs review: Andie’s customer story play as a draft, with the deals and calls behind it and an Approve button

What’s working

Every skill. Every rep.One view.

Adrata compares every rep, skill by skill, on your own closed deals, and keeps comparing as new ones close. When someone pulls ahead, you see it that week.

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  • Customer story

    Andie Benjamin

    58%

    vs 27% team · win rate with a customer story

    Rising this week

  • First calls

    Noah Hale

    3×

    second meetings booked vs the team

    Steady

  • Second stakeholder

    Mia Chen

    81%

    vs 34% team · deals with a second stakeholder

    Rising this week

  • Follow-up speed

    Sebastian Cole

    88%

    vs 35% team · recap sent within 4 hours

    New leader this week

  • Reviving quiet deals

    Joel Whitaker

    6 of 20

    deals so far · too early to name a best rep

    Collecting

Compared across 12 reps and 214 closed deals · updated as deals close

Drill down

Click any number.See the deal behind it.

Explore your team by skill, by rep, through the stories, the stats and the timing. See what your best reps do, and exactly when they do it.

  1. 01By skillWho leads each skill, and by how much.
  2. 02By repTheir deals, their numbers, their timing.
  3. 03Deal storyThe call moments that made it work.
The customer story drill-down: Andie Benjamin at 58% against a 27% team, when the demo starts, and the Lumen Freight deal story
The customer story play: pick a customer like them, tell the moment it broke, ask one question. Approved, 38 deals, sent 14 times this week

A top rep’s move becomes a play. The steps, the evidence and the moment it’s for. Approved by you, sent right before the call.

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Team view: Andie Benjamin best at customer stories, Noah Hale best at first calls, Rose Calloway using 3 plays, Jack Sterling’s first call at 11:00

Every rep is best at something. See what each one does well, and who can teach whom.

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Metrics

Did the play work?Count the wins.

Win rates for reps who have the play against reps who haven’t received it yet, on the same kinds of deals, updated every week. Every number opens the deals behind it.

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Win rate · with the play vs not yet received

Last 12 weeks
39%Have the play
26%Not yet received
All plays combined · 112 deals
  • Customer story: Andie’s move41% vs 24%from 38 deals
  • First calls: Noah’s agenda opener35% vs 27%from 26 deals
  • Follow-up: Sebastian’s same-day recap38% vs 31%from 22 deals

Integrations

Works with your tools. Writes to none.

Adrata reads your CRM, email, calendar and calls, read-only. Your CRM stays as it is, and nothing moves.

All integrations →
  • HubSpotCRM

    Deals, stages, owners and activity.

  • SalesforceCRM

    Opportunities, stages and activity.

  • GmailEmail

    Replies, reply speed, who was copied.

  • OutlookEmail · Calendar

    Replies, meetings and attendees.

  • ZoomCalls

    The call moments that converted.

  • GongCalls

    Moments from calls you already record.

  • OutreachSequences

    Follow-up timing and touches per deal.

  • SalesloftSequences

    Cadence steps and reply timing.

See who’s best at whaton your own deals.

Adrata reads your CRM, email, calendar and calls. It never writes back.

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