AI-Powered Sales Intelligence

Turn Every Deal Into a Coaching Moment

Ivy analyses your live pipeline in real time, surfaces deal risks before they derail, and gives every rep the coaching of your best sales leader — automatically.

Measurable Impact on Revenue

Organisations using AI-powered deal coaching see transformational results across their sales teams.

28%
Higher Win Rates
Reps coached with AI deal analysis close significantly more pipeline.
3.2x
Faster Ramp Time
New hires learn your methodology through real deal feedback, not theory.
40%
Risk Identified Earlier
Surface deal risks weeks before they become lost-deal post-mortems.
6hrs
Saved Per Manager/Week
Automated analysis replaces manual deal reviews and pipeline scrubs.

The Complete Sales Intelligence Platform

Everything your revenue team needs to qualify deals, coach reps, and protect pipeline — powered by AI that understands your sales methodology.

🔍
Core

AI Deal Analysis

Every deal gets a real-time qualification score, risk assessment, and prescribed next steps. AI evaluates deals against your chosen methodology stage-by-stage, scoring each element and identifying gaps before they cost you the deal.

  • Qualification scoring (0–10) with evidence
  • Risk assessment (Low / Medium / High)
  • Stage-specific next-step coaching
  • Stakeholder mapping & engagement health
  • Win probability estimation
📊
Intelligence

Team Leaderboard & Heatmap

Visualise rep performance across every methodology element. Identify who excels at what, pair strong performers with developing reps, and track team capability over time.

  • Methodology proficiency heatmap
  • Per-rep strengths & gaps breakdown
  • AI-generated peer learning pairings
  • Adoption recommendations across team
  • Time-period and segment filtering
💡
Insights

Lost Deal Post-Mortems

Every lost deal becomes a learning opportunity. AI analyses why deals were lost, what could have saved them, and extracts patterns the whole team can learn from.

  • Root cause identification
  • Methodology gaps that contributed to loss
  • Could-it-be-saved assessment (win-back)
  • Team-wide pattern recognition
  • Lessons feed into coaching themes

Account Health Monitoring

Consolidate every signal — deals, activities, communications, support tickets — into a single health score per account. Track trends and catch churn risk before it materialises.

  • 0–10 health score with trend indicators
  • Communication sentiment analysis
  • Activity velocity monitoring
  • Multi-deal aggregation per account
  • Churn risk early warning system
🎯

Cross-Sell Opportunity Matrix

A visual heatmap of account–product adoption reveals exactly where expansion revenue lives. See which accounts should be using which products but aren't.

  • Account × Product adoption grid
  • Pass-rate and volume visualisation
  • Filterable by region, owner, segment
  • Click-through to opportunity detail
  • Churn tracking overlay
📣

Automated Digests & Reporting

Daily and weekly summaries of pipeline health, coaching themes, and risk distribution — delivered automatically so leadership always has line-of-sight.

  • Aggregate qualification trends
  • Top coaching themes surfaced
  • Risk distribution over time
  • Exportable CSV data
  • Configurable cadence & recipients

How Ivy Works

Connect your CRM, configure your methodology, and start coaching in minutes — not months.

1

Connect Your CRM

Ivy syncs with your CRM to pull deals, contacts, activities, and communication history in real time.

2

Configure Methodology

Set up your sales methodology framework, stage definitions, and coaching criteria to match how your team sells.

3

AI Analyses Every Deal

Ivy's AI engine evaluates each deal against your methodology, scores qualification, and identifies risks automatically.

4

Coach & Close

Reps get prescriptive next steps. Managers get team intelligence. Leadership gets pipeline confidence.

Team Intelligence That Drives Behaviour Change

Ivy doesn't just score deals — it builds a capability model of your entire team. See who excels at discovery vs. negotiation, automatically pair mentors with developing reps, and track methodology adoption over time.

The leaderboard and heatmap transform scattered CRM data into clear, actionable coaching priorities for every manager on your team.

See It In Action →
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S. Mitchell
92
88
71
85
90
68
83
75
J. Chen
74
91
86
72
45
89
67
84
R. Patel
42
63
58
88
71
39
92
61
A. Torres
87
76
83
65
88
74
48
86

Methodology Proficiency Heatmap — sample data

Your Methodology. Your Rules.

Ivy adapts to how your team already sells. Configure any framework, define your stage gates, and let AI enforce consistency.

Framework

MEDDPICC

Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition — scored at every stage.

Framework

BANT

Budget, Authority, Need, Timeline — classic qualification with AI-powered evidence assessment and gap identification.

Framework

Challenger Sale

Teach, Tailor, Take Control — evaluate whether reps are leading with insight or defaulting to relationship selling.

Custom

Your Own Framework

Define custom criteria per stage, set your own scoring weights, and build coaching playbooks unique to your business.

Built for Complex B2B Sales

Ivy is purpose-built for organisations where deals are high-value, multi-stakeholder, and methodology-driven.

Energy & Industrial Equipment

Long sales cycles, complex procurement processes, and multi-year contracts. Ivy tracks deal progression across engineering, commercial, and legal workstreams to ensure no qualification gap goes unnoticed.

Enterprise Technology

SaaS, infrastructure, and platform sales with multiple decision-makers. Ivy maps stakeholder engagement, tracks champion activity, and identifies competitive threats early.

Financial Services & Fintech

Regulatory complexity, long evaluation cycles, and board-level approval processes. Ivy ensures your team addresses compliance, security, and integration requirements at every stage.

Healthcare & Life Sciences

Multi-department buying committees and lengthy procurement timelines. Ivy helps reps navigate clinical, IT, and administrative stakeholders while tracking regulatory milestones.

Manufacturing & Supply Chain

Technical specifications, proof-of-concept stages, and global account management. Ivy monitors engineering engagement and tracks specification alignment across geographies.

Professional Services

Relationship-driven sales with complex scoping requirements. Ivy assesses whether reps are qualifying scope, budget, and authority effectively before investing in proposals.

Power Generation Grid Infrastructure Renewable Energy Cybersecurity Cloud & SaaS Insurance Med Devices Defence Logistics Construction

Before & After Ivy

See the difference AI-powered coaching makes to your revenue operations.

Without Ivy With Ivy
Deal reviews happen weekly — if at all Every deal analysed continuously in real time
Coaching quality varies by manager skill Consistent, methodology-driven coaching for all
Lost deals forgotten after a debrief Every loss becomes a team-wide learning asset
Pipeline reviews are opinion-based Evidence-based scoring with AI confidence levels
New reps take 6+ months to ramp Real deal feedback accelerates ramp by 3x
Cross-sell gaps invisible until QBRs Account opportunity matrix surfaces gaps daily
Churn detected at renewal time Health scoring flags risk months in advance

Seamless Integration

Ivy connects to the tools your team already uses. No data migration. No workflow disruption.

CRM
Salesforce & HubSpot
Real-time sync of deals, contacts, activities, and engagement data. No manual data entry.
Comms
Slack & Teams
Pull customer conversation sentiment directly into account health analysis.
Voice
Call Recordings
Upload call transcripts to enrich deal analysis with first-hand customer context.
SSO
Google & Okta
Enterprise authentication with domain restriction and role-based access controls.

Purpose-Built for Energy & Industrial Sales

When you're selling gas turbines, grid modernisation solutions, or electrification equipment, deals span years and involve engineering, procurement, legal, and C-suite stakeholders across multiple geographies.

Ivy understands the unique complexity of energy sector sales: technical evaluations, regulatory approvals, fleet-wide deployment decisions, and the multi-layered decision processes that define this industry.

  • Track technical evaluation and engineering sign-off stages
  • Map procurement committees with influence scoring
  • Monitor regulatory and compliance milestone progression
  • Aggregate account health across global fleet relationships
  • Identify cross-sell into adjacent product lines (Grid, Gas, Wind)
Typical Energy Sector Deal Flow
S1 — Initial Engagement & RFI
S2 — Technical Evaluation & POC
S3 — Commercial Proposal & RFP
S4 — Legal, Regulatory & Procurement
S5 — Contract Execution & Deployment

Ivy scores methodology compliance at each stage gate

Your Brand. Your Platform.

Ivy is fully white-labelable. Deploy it as your own product with your branding, domain, and methodology built in.

🎨

Full Brand Customisation

Your logo, colours, typography, and domain. Your customers see your brand, not ours. Complete control over the visual identity.

Configurable Methodology

Embed your proprietary sales methodology directly into the platform. Define stage gates, scoring criteria, and coaching prompts unique to your approach.

🔒

Isolated Deployment

Each instance runs independently with dedicated database, authentication, and API keys. Full data sovereignty and compliance with your security requirements.

Ready to Transform Your Sales Coaching?

See how Ivy can give every rep on your team the coaching advantage — and give leadership the pipeline confidence they've been missing.

Book a Demo → Explore Features