Warn owners when a deal researches competitors

What this workflow does

When someone at an open deal researches a competitor topic, it notes it in the CRM and AIMEE prepares two questions for the owner to ask this week.

Why it works. Buyers rarely say they are evaluating a competitor, and knowing early lets the rep address it before the final round.

Nothing is sent to buyers. Owners get an email.

How it works

It starts: When a researcher matches an open deal.

1. 1

   A competitor topic?

   If yes, it goes on to "Note it on the deal". If no, it stops for that person.

2. 2

   Note it on the deal

   Adds or updates the records in your CRM.

3. 3

   Prepare the counter

   AIMEE researches the company or person and returns what she found.

4. 4

   Email the deal owner

   Emails a teammate with the details.

What you need

• AIMEE in your BrandWell plan
• MarketPulse in your BrandWell plan
• Your CRM
• Pipeline sync
• A MarketPulse topic

What it costs

Uses what is already in your plan. Nothing is charged per result.

• Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
• Assumes plan with MarketPulse intent data enabled. Subscription fees are separate. Pulls use your plan allowance; extra pulls cost more unless explicitly included below.
• Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.