Semarize
SalesSales leaders

Trust the number before the forecast call

Your forecast rides on rep confidence and CRM fields that may not match what was said on the call. Semarize scores every sales conversation against your methodology and rolls it up by deal - so you can see which commits are qualified, which are exposed, and which are about to slip, without sitting in every call.

Deal inspectionPipeline exposureSlippage signals
SDeal Qualification Kitkit run

Kit

Deal Qualification Kit

Structured sales signals from a call transcript

meddicc_scorescore
stakeholder_mappedlist
budget_confirmedbool
pricing_hesitationbool
next_step_confirmedbool

Output

{

"meddicc_score": 74,

"stakeholder_mapped": ["VP Eng", "CFO", "Legal"],

"budget_confirmed": false,

"pricing_hesitation": true,

"next_step_confirmed": true

}

The problem

Deals live in conversations, not inside CRMs

The things that decide a deal - real next steps, committee dynamics, risk - are said on calls, not typed into fields. That leaves your forecast and your deal reviews running on partial data.

Your forecast is rep confidence in a spreadsheet

Commit calls run on how sure each rep sounds, not on signal from the actual conversations.

You can't tell which deals are really qualified

Methodology gets box-checked in the CRM. Whether the call covered the economic buyer or the decision criteria is invisible from your seat.

Single-threaded deals look healthy until they vanish

A deal carried by one friendly contact reads green right up until that contact goes quiet.

Risk reaches you after the deal has slipped

Pricing pushback and competitor threats are spoken weeks before they hit the CRM. By then the quarter is set.

The only way to really know is to listen

And no leader has time to sit in every conversation their team has.

For sales leaders

Inspect every deal, without joining the call

Each conversation runs through the same Sales Kit and rolls up by deal - so qualification, exposure, and slippage are visible across the whole pipeline, not buried in calls you will never have time to hear.

01 / Deal inspection

Know which deals in your commit are actually qualified

When you run the forecast call, you are taking each rep's word that the deal is real. Semarize scores every conversation against MEDDICC, BANT, or your own framework and rolls the result up by deal. You see which commits are genuinely qualified, which are missing an economic buyer or a decision criterion, and which are happy ears - before you bet the quarter on them.

meddicc_score = 74economic_buyer_identified = falsepain_confirmed = truedecision_criteria_captured = truenext_step_confirmed = true
Learn how methodology scoring works

02 / Pipeline exposure

Spot the single-threaded deals before they stall

A deal riding on one friendly contact looks healthy in the CRM, right up until that contact goes quiet. Semarize tracks who is actually engaged across the cycle - economic buyer, champion, blockers - and flags the opportunities that are single-threaded or missing a decision-maker. The exposure shows up while you can still do something about it, not in the loss review.

stakeholder_mapped = ["VP Eng", "CFO", "Legal"]champion_identified = "VP Eng"blocker_detected = "Legal review"decision_maker_engaged = falsesentiment_shift = "positive"
See stakeholder signals

03 / Slippage signals

See what's about to slip before the forecast call

Pricing pushback, a competitor named in passing, a call that ends with no next step - the tells that a deal is sliding get said weeks before the number moves. Semarize surfaces them across your open pipeline and ranks the deals most likely to slip, so the forecast call opens with the at-risk list already in front of you.

pricing_hesitation = true (2/5)competitor_mentioned = "Rival Co"next_step_confirmed = falseprocurement_risk = trueforecast_risk = "high"
How deal risk reaches your forecast

How it works

How Semarize turns sales calls into deal intelligence

Connect the calls and transcripts you already capture. A Sales Kit of Bricks evaluates the signals you care about, attaches the evidence, and returns structured fields ready for your CRM, forecast, and coaching workflows.

  1. Step 1

    Conversation captured

    Sales calls, meeting transcripts, emails, and CRM notes are ingested.

  2. Step 2

    Sales Kit runs

    Bricks evaluate specific sales signals against your methodology and knowledge.

  3. Step 3

    Signals extracted

    Scores, flags, and extracted values are returned with confidence.

  4. Step 4

    Evidence attached

    Each signal carries the quote and span it was drawn from.

  5. Step 5

    CRM and forecast updated

    Typed fields feed CRM, forecasting, coaching, BI, and automation.

Example Bricks

The sales signals Semarize returns

Each Brick is a typed check that evaluates one sales signal and returns a structured value with confidence, reason, and evidence. Bundle them into Kits to score every conversation the same way.

Methodology scoring

meddicc_score
score

MEDDICC adherence for the deal

74
pain_confirmed
boolean

Customer pain explicitly confirmed

true
economic_buyer_identified
boolean

Economic buyer named and engaged

false
decision_criteria_captured
boolean

Decision criteria captured on the call

true

Stakeholder mapping

stakeholder_mapped
string_list

Stakeholders identified with their roles

["VP Eng", "CFO", "Legal"]
champion_identified
extracted

Internal champion driving the deal

"VP Eng"
decision_maker_engaged
boolean

Decision maker engaged in the conversation

false
blocker_detected
extracted

Blocker or detractor surfaced

"Legal review"

Deal risk

pricing_hesitation
boolean

Pushback or hesitation after pricing

true
competitor_mentioned
extracted

Competitor named, with context

"Rival Co"
next_step_confirmed
boolean

Clear next action with owner and date

false
procurement_risk
boolean

Procurement or legal delay detected

true
forecast_risk
category

Overall deal risk level

"high"

Example output

Structured signals, not summaries

The Deal Qualification Kit returns the same schema every run: typed values, confidence, and evidence spans tied back to the call they came from.

Deal Qualification Kit returned

CRM-ready fields written straight to the opportunity

MEDDICC score
74
Champion
VP Engineering
Economic buyer
Not confirmed
Budget
Not confirmed
Competitor
Rival Co
Pricing hesitation
Detected
Next step
Confirmed
Forecast risk
Medium
Deal qualification evaluation
{
  "run_id": "run_def456",
  "source_call": "call_9f21",
  "status": "succeeded",
  "output": {
    "bricks": {
      "meddicc_score": {
        "value": 74,
        "type": "score",
        "confidence": 0.90,
        "reason": "Strong champion and metrics defined, paper process unclear",
        "evidence": [
          { "quote": "Sarah is driving this internally", "span": [812, 844] }
        ]
      },
      "champion_identified": {
        "value": "VP Engineering",
        "type": "extracted",
        "confidence": 0.88,
        "evidence": [
          { "quote": "I will get this in front of the team", "span": [1290, 1330] }
        ]
      },
      "pricing_hesitation": {
        "value": true,
        "type": "boolean",
        "confidence": 0.83,
        "evidence": [
          { "quote": "that is higher than we expected", "span": [2104, 2139] }
        ]
      },
      "forecast_risk": {
        "value": "medium",
        "type": "category",
        "confidence": 0.79
      }
    }
  }
}

The difference

Why a summary won't survive a forecast call

A summary is written for someone to read after the fact. To trust a forecast you need signal you can sort, rank, and compare across every deal.

Call summaries

Written for a human to read
Inconsistent from call to call
Hard to query across deals
Not reliable for forecasting
Do not update CRM fields automatically

Structured sales signals

Typed values, scores, and flags
Consistent schema on every run
Queryable across every deal
Evidence-backed
CRM-ready and usable in automation, BI, and forecasting

FAQ

Sales conversation intelligence, answered

How methodology scoring, stakeholder mapping, and deal-risk detection work on real sales calls.

Sales conversation intelligence turns sales calls and meeting transcripts into structured data about deal health, methodology adherence, buyer intent, objections, next steps, and risk.

Get started

Walk into the forecast call already knowing

See which deals are qualified, which are exposed, and which are about to slip - from every conversation your team has, without sitting in them.

No card required. Start testing in minutes.