Insight in your calendar

Quickly know what happened since your last meeting, which deals are actually likely to close and where to focus your time. Immediately see what’s missing and notice suspicious timelines to ask sellers about

Calendar
Wed, Feb 25
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
Deal review with Chris
From Overbase

0 data input

Overbase gathers information on every deal with 0 data input, no CRM and no new tools for your sellers

01

We gather all the information with 0 data input

We automatically gather data from Excel, Outlook, PDFs, RFPs, email, calendar, phone calls. And from any internal systems you currently use

We gather this in a way that requires 0 data input from your sellers

Whirlpool hasn't gotten past welcome screens

The CRM says Whirlpool's buyers logged in multiple times to their demo environment. But they actually never got past the welcome screens

PostHog logo
Snowflake logo
Sources: PostHog & Snowflake

Laura is selling the AI Teammates add-on more than other reps

Most reps struggle with selling the AI Teammates add-ons. But Laura seems to be selling it easily. There might be an opportunity for the team to learn from Laura

Salesforce logo
Gong logo
Sources: Salesforce & Gong

ICP in the manufacturing sector might be wrong

The manufacturing deals get signed by Directors without C-Suite involvement. But we're targeting C-Suite execs in our process which might be slowing several deals

Marketo logo
Clari logo
Sources: Marketo & Clari
02

We collaborate with sellers to fill in gaps

The data you need to understand deals sometimes lives in the heads of your sellers or of your buyers

We work with sellers to get missing details ahead of your 1:1s. And make it easy for them to ask buyers the right questions

# deal-reviewsInternal
Today
Howard @ Overbase
Howard @ Overbase10:24 AM

Hey Chris. We're preparing the deal report Laura needs for her deal review meeting with you

I'm wondering about the dynamics between the economic buyer and the champion in the IKEA deal (e.g., what's happening in the background)

Could you ask a question about this on your call with the IKEA team tomorrow? I would prepare notes to make it easy

BIUS
Message Howard
Aa
03

Then we forecast which deals are likely to close

Gathering this granular information lets us give a second opinion on how likely it is that each deal will close

Comparing your current forecast with Overbase's forecast reveals hidden revenue opportunities

0%0%25%25%50%50%75%75%100%100%Overbase close probabilityCurrent close probabilityCaterpillarSherwin-WilliamsWhirlpoolJohn Deere3MGeneral MillsTyson FoodsKrogerCostcoMarriottHiltonDelta Air LinesSouthwest AirlinesFedExUPSWaste ManagementRepublic ServicesHome DepotLowe'sIKEAUnited RentalsSysco
Republic Services deal
Current18%
Overbase82%
Gap+64 pts
There is an off-CRM thread coordinating procurement and legal. They shared a target signature week and an approver list. They also posted an RFP and job listings for this workflow.