Deals

A Deal in WintheDeals is much more than a sales opportunity or pipeline stage. It is a comprehensive, dynamic business object designed to help business engineers manage, analyze, and drive every aspect of their commercial engagements. Deals allow you to:

• Track the full lifecycle of every business opportunity, from initial contact to closing and beyond.
• Map all stakeholders, activities, documents, and financials associated with each opportunity.
• Benefit from real-time, automated calculation of the Mathematical Expected Gain (MEG %), providing a clear, data-driven forecast of your pipeline.
• Move beyond static CRM records and gain actionable insights to maximize your win rate and business growth.

Deals answer the question: What is the real value, probability, and next step for each business opportunity, and how can I optimize my sales strategy?

Table of Contents

1. Features
2. Relationships
3. Everyday Usage
4. Added Value Compared to a Traditional CRM
5. Comparison with Salesforce
6. Comparison with HubSpot CRM
7. Comparison with Pipedrive
8. Top 3 Advantages of WintheDeals Deals for Business Engineers

1. Features

A Deal in WintheDeals is a robust and intelligent business entity designed to:

• Full Opportunity Lifecycle Management: Track every stage, from prospecting to negotiation, closing, and post-sale follow-up.
• Stakeholder Mapping: Link all relevant Flags (contacts) and Circles (groups) to each Deal, with roles, attitudes, and decision powers clearly visualized.
• Automated MEG % Calculation: Benefit from continuous, automated computation of the Mathematical Expected Gain (MEG %) giving you an always up-to-date, objective forecast of your expected revenue.
• Customizable Stages: Adapt deal stages to match your business process and industry best practices.
• Activity & Task Tracking: Log every meeting, call, email, or task associated with the Deal for complete operational visibility.
• Document Management: Attach proposals, contracts, presentations, and correspondence directly to each Deal.
• Financial Overview: Track deal value, currency and expected close date.
• Audit Trail: Automatic logging of all updates, changes, and user actions for compliance and transparency.
• Multi-Tenant Security: Data is isolated by tenant, ensuring confidentiality and compliance across business units.

2. Relationships

Deals in WintheDeals are at the heart of your business ecosystem:

• Flags: Associate multiple Flags (contacts) with each Deal to map all stakeholders, their roles, and their influence on the outcome.
• Circles: Link Circles (teams, committees, or groups) to Deals to reflect collective decision-making or project teams.
• Spots: Connect Deals to Spots (physical locations) to track where key meetings, negotiations, or closings occur.
• Tasks & Activities: All tasks, meetings, and follow-ups are directly linked to the Deal for centralized management.
• Documents & Attachments: Store and access all relevant files within the Deal record.
• Power Mapping: Visualize decision power and influence for each stakeholder within the Deal context.
• Multi-Tenant Security: Ensure all Deal data is isolated and protected by business unit.

This relational structure provides a 360° view of every opportunity, its stakeholders, and its context.

3. Everyday Usage

For business engineers, Deals are a daily operational tool to:

• Pipeline Management: Monitor all opportunities, their status, value, and probability in real time.
• Forecasting: Rely on the automated MEG % to prioritize efforts and focus on the most promising deals.
• Stakeholder Engagement: Instantly see who matters for each Deal and plan targeted actions.
• Activity Planning: Schedule and track all meetings, calls, and follow-ups for each opportunity.
• Collaboration: Share deal intelligence and notes with your team, ensuring everyone is aligned.
• Compliance: Ensure all deal data is up-to-date and auditable.

4. Added Value Compared to a Traditional CRM

Unlike a basic opportunity or deal module in most CRMs, a Deal in WintheDeals is:

• Mathematically Driven: The MEG % (Mathematical Expected Gain) is calculated automatically and continuously, providing an objective, data-driven forecast that eliminates guesswork and manual updates.
• Multi-Stakeholder & Multi-Context: Designed for complex B2B sales cycles, with rich mapping of all people, groups, and places involved.
• Actionable & Integrated: All activities, documents, and financials are directly connected to the Deal, streamlining operations and decision-making.
• Customizable & Scalable: Adaptable to your business process, industry, and evolving needs.

In summary: A Deal in WintheDeals is a living, intelligent business object that empowers you to manage, analyze, and win more business—backed by real-time data and advanced relationship mapping.

5. Comparison with Salesforce

• Salesforce Opportunity: Manages sales opportunities with customizable stages and forecasting, but relies heavily on manual probability updates and lacks native, continuous MEG % calculation.
• WintheDeals Deal: Provides automated, always-up-to-date MEG %, richer stakeholder mapping, and deeper integration with groups and locations.
• Advantage: More accurate forecasting, less manual work, and a clearer view of deal dynamics and probability.

6. Comparison with HubSpot CRM

• HubSpot Deal: Tracks sales opportunities with pipeline visualization and basic forecasting, but probability and expected revenue often require manual input and are less granular.
• WintheDeals Deal: Offers automated MEG %, advanced stakeholder and group mapping, and full operational integration.
• Advantage: Greater forecasting accuracy and operational depth for complex sales environments.

7. Comparison with Pipedrive

• Pipedrive Deal: Focuses on visual pipeline management and basic probability tracking, but lacks automated mathematical forecasting and deep stakeholder analysis.
• WintheDeals Deal: Delivers automated MEG %, detailed relationship mapping, and seamless integration with all business objects.
• Advantage: More powerful for B2B, long-cycle, or multi-stakeholder sales where forecasting accuracy and relationship intelligence are critical.

8. Top 3 Advantages of WintheDeals Deals for Business Engineers

• Automated, Objective Forecasting: Rely on real-time MEG % to prioritize and manage your pipeline with confidence.
• 360° Relationship & Activity Management: Instantly see every stakeholder, activity, and document linked to each opportunity.
• Business-Centric Design: Deals are built for the realities of B2B sales, supporting complex cycles, multiple stakeholders, and dynamic processes.