The building blocks of your sales success
Dalil is designed to simplify your sales process by organizing customer data into four essential entities: Leads, Contacts, Accounts, and Deals.
A Deal is a specific sales opportunity linked to either a Contact (an individual), an Account (an organization) or both.
It consolidates key details—like the deal’s value, current stage, and communication history—making it easier to manage and close sales efficiently.
Why leads and deals are different
Leads: Unqualified prospects with initial interest (e.g., whitepaper downloader).
Deals: Qualified sales opportunities with confirmed details (e.g., budget, needs).
Key differences
Stage: Leads = early (top of funnel); Deals = advanced (concrete).
Engagement: Leads need nurturing; Deals involve negotiation.
Information: Leads = minimal details; Deals = specifics (budget, timeline).
Focus: Leads = qualify; Deals = close.
Example: A Lead (whitepaper downloader) becomes a Deal after confirming they’re TechCorp’s IT Manager with a budget—now tied to the Contact and Account.
Why are deals important?
Deals are the backbone of your sales pipeline. They help you:
Monitor the progress of each sales opportunity.
Keep tasks, notes, and communications organized.
Forecast potential revenue and focus on high-priority opportunities.
This structure is vital for juggling multiple sales at once without losing track.
Managing deals in Dalil AI
Here’s how to make the most of Deals in Dalil AI:
Create: Manually enter details like deal name, value, and stage, or let Dalil AI generate a Deal automatically when converting a Lead into a Contact.
Link: Associate the Deal with a Contact or Account.
Track: Update the deal stage (e.g., "Qualified," "Negotiating," "Closed Won") as you move through the sales process.
Best practices
Keep Deal details current—update the value, expected close date, and stage regularly.
Log all related calls, emails, and tasks within the Deal.
Use Dalil AI’s pipeline view to see your entire sales process at a glance.
Example: For "TechCorp," create a Deal for the software sale, set its value and stage, and link it to the IT Manager (Contact) and TechCorp (Account). As talks advance, update the stage from "Qualified" to "Closed Won."
Note: Deals work for both B2B and B2C sales, offering a clear framework for any sales process.
AI insights for deals
Dalil AI takes Deal management further with smart features:
Next Steps: Get suggestions based on the deal’s stage and history.
Close Probability: Predict the likelihood of sealing the deal.
Stalled Deals: Spot opportunities that need a nudge to keep moving.
These insights keep you proactive, helping you close more deals faster (refer to the AI section)