Your CRM tracks what happened. Mayetik captures why.
Mayetik turns structured sales conversations into a searchable knowledge base — win/loss debriefs, competitive intelligence, discovery capture, buyer committee mapping — linked directly to your CRM records so insights compound instead of leaving with the rep.
Recommended first session
The easiest way to feel Mayetik is to run one focused session, generate the brief, then ask what it revealed.
Share with
The rep who ran the deal — within a week of close
Time
15 minutes
Expected output
A searchable brief capturing the competitive dynamic, key objections, what determined the outcome, and what to do differently next time
Sales teams generate more customer intelligence than any other function. Win/loss signals, competitive positioning, buyer psychology, objection patterns. Almost none of it survives the deal. The rep closes the opportunity in Salesforce, moves to the next deal, and the context disappears.
The problem isn’t that your reps don’t know why deals go the way they do. The problem is that knowledge lives in their heads — not in a format anyone else can use. The next rep re-discovers the same competitive objections. The battlecard is six months out of date. The onboarding rep inherits a pipeline with no context.
Mayetik gives you a structured way to capture that intelligence — linked to your CRM records — so it compounds instead of evaporating with every deal.
Where sales intelligence goes to die:
The win where the rep knew exactly why the deal turned — and the CRM note says 'strong fit, champion engaged'
The loss where the buyer explained precisely why they went with a competitor — and the close reason is 'price'
The competitive briefing where your top rep explained how to beat the main competitor — recorded in a meeting nobody watches
The discovery call where the prospect revealed the real problem — captured in shorthand the next rep can't decode
The QBR where three reps described the same pipeline issue from three different angles — and it never became a pattern anyone acted on
The handoff where the leaving rep's context stayed in their laptop and the incoming rep re-qualified a six-figure pipeline from scratch
15-minute session. Brief linked to your Salesforce record. No training required.
Describe what you want to capture — win/loss debrief, competitive intel, discovery notes — and Session Studio designs the questions. Or start from a template. Share a link. Reps respond in 15 minutes, no special setup needed. Voice input available for those who prefer to talk.
Every completed session generates an AI knowledge brief capturing the key intelligence — competitive signals, objection patterns, what determined the outcome. Link the brief directly to a Salesforce, HubSpot, or Dynamics 365 record. Everyone who touches the deal sees the context.
Ask plain-language questions across all your briefs and get sourced answers. 'What objections come up most in deals we lose to Competitor X?' 'What do our best reps do differently in the discovery call?' The intelligence is in your deal history — now you can find it.
From win/loss to competitive intel — the intelligence problems every sales team runs into.
Win/Loss Debriefs
“We close deals and don't know why we won. We lose deals and don't know why either. The account rep has an opinion. It stays in their head.”
Run a structured debrief after every significant deal — won or lost. Each brief captures the customer's situation, the competitive dynamic, the objections that surfaced, and what determined the outcome — in the rep's own words. After a quarter, synthesize. You will know whether you're winning on price, product, relationships, or timing — and which of those you can actually influence.
Competitive Intelligence
“Our reps hear about competitors every day. That intelligence lives in their heads or in closed call notes. It never reaches product, marketing, or the next rep.”
Run a structured competitive intelligence session with your sales and CS team every quarter. Each brief captures which competitors they're seeing, what positioning those competitors lead with, what objections they're hearing, and where you have a real advantage. Synthesize across reps and you have a battlecard built from the field — not from the competitor's website.
Discovery Call Capture
“We have a discovery call. The rep takes notes. The notes go into the CRM as a summary that loses all the nuance. The next call starts from scratch.”
Run a structured discovery session before or after complex discovery calls. Each brief captures the prospect's situation, their stated and unstated needs, the buying process, the decision criteria, and the objections they raised. Link the brief directly to the Salesforce opportunity record. Whoever touches the deal next has the full context.
Buyer Committee Mapping
“We think we're selling to the economic buyer. We find out two weeks from close that there are three other stakeholders with veto power who've never heard of us.”
Run a structured session with your champion to map the full buying committee. Each brief captures who is involved, what each stakeholder cares about, who has veto power, who is neutral, and what each one needs to see to move forward. No more surprises at legal review.
Rep Knowledge Transfer
“Our best rep leaves. Their pipeline context — why each deal is where it is, the relationship history, the objections already addressed — walks out with them.”
Run a structured handoff session with departing or transitioning reps for every active opportunity above a threshold value. Each brief captures the deal history, the relationship map, the current status and next steps, and the rep's read on likelihood and risk. The incoming rep starts with full context instead of re-qualifying from scratch.
Quota Review Debriefs
“We do QBRs. We look at the numbers. The numbers don't tell us why we hit or missed. We make commitments for next quarter based on optimism instead of understanding.”
Run a structured debrief with each rep after quota review. Each brief captures their honest read on what drove the quarter — pipeline quality, deal timing, competitive pressure, product gaps, or execution — and what they'd do differently. Synthesize across reps. You will know whether you have a process problem, a market problem, or a pipeline problem.
CRM integrations
Connect Mayetik to your CRM in org settings. Once connected, any completed knowledge brief can be linked to a record with one click — the brief appears in that record where your whole team can see it.
Salesforce
Connect via a Salesforce Connected App (Client Credentials Flow — no user credentials stored). Search Opportunities, Accounts, or Contacts by name and confirm. Mayetik creates a Note on the linked record visible to everyone with access.
Win/Loss Debrief — Acme Corp
Lost on implementation timeline. Competitor offered a 6-week fast-track; we quoted 12. Decision criteria was speed to value, not features.
Linked to Salesforce
Acme Corp — Opportunity
Note created. Visible to all reps with access.
Acme Corp in Salesforce →
HubSpot
Connect via a HubSpot Private App token — portal ID is fetched automatically, nothing to look up. Search Deals, Contacts, or Companies and confirm. Mayetik adds the brief as a note in the record’s activity timeline.
Discovery Call — Northwood Financial
Real problem is reporting debt, not the stated integration gap. CFO is the economic buyer; VP Ops is the champion. Timeline is Q3 close.
Linked to HubSpot
Northwood Financial — Deal
Note added to deal timeline. Visible to everyone with access.
Northwood Financial in HubSpot →
Dynamics 365
Connect via Azure AD Client Credentials — no delegated user logins required. Search Accounts, Contacts, or Opportunities by name and confirm. Mayetik creates an annotation note on the linked record, visible in the activity feed.
Stakeholder Debrief — Meridian Group
Budget owner is CTO, not VP Sales. Implementation concerns outweigh price. Needs a phased rollout option to move forward in Q4.
Linked to Dynamics 365
Meridian Group — Opportunity
Note added to activity feed. Visible to all users with access.
Meridian Group in Dynamics →
Built for sales velocity
Reps don’t need to install anything or change how they work. Share a link, they respond in a browser tab in 15 minutes. Voice input available — reps can talk through a debrief instead of typing it. The brief is ready automatically and linked to the right CRM record.
Pick a deal that closed lost in the last two weeks — one where the rep has a real view on what happened. Run a 15-minute debrief session. The brief will contain at least one insight about the competitive dynamic or decision criteria that your CRM close reason doesn’t capture.
Run five of these and synthesize. You will know whether you’re losing on price, product, timing, or execution — and which of those you can actually change.
Win/Loss Debrief
TemplateWalk me through the deal from your first conversation to close. What changed along the way?
Who was actually making the decision, and what did each of them care most about?
Where did we have a real advantage, and where were we genuinely weaker than the alternative?
What was the single moment that most determined the outcome — and what would you do differently there?
What should the next rep know before they go into a similar deal?
5 questions · ~15 min · AI brief generated on completion
Free 30-day trial. No credit card. The rep who runs the debrief doesn’t need to install anything. You’ll have a live session ready in under five minutes.
The brief will tell you something about why that deal went the way it did that your CRM close reason doesn’t capture. That’s usually enough to make the second session obvious.
Also built for marketing teams · software teams · organizations · Full product overview →