Opine: AI-Powered Presales Software
The AI presales OS your sales engineers will fall in love with.
The only platform that lets your Sales Engineers plan, execute, and automate their work, all in one place — reducing admin tasks and enhancing visibility.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Dropbox
Document
Dropbox Business Case
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Dropbox scales POC success with Opine
Rewrite with AI...
Add comment...
The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.
The problem statement
Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.
Type / to add blocks, use AI, or comment
Recommended approach
Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:
1.
Automate manual processes like success metrics tracking, CRM updates, and summary reporting.
2.
Define and align on clear success criteria with customers, ensuring every POC has measurable goals.
3.
Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.
4.
Analyze team performance metrics to optimize pre-sales strategies.
To make this shift successful:
•
Integrate Opine with Dropbox’s Salesforce CRM.
•
Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.
Dropbox
Document
Dropbox Business Case
Paragraph
Share
Dropbox scales POC success with Opine
Rewrite with AI...
Add comment...
The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.
The problem statement
Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.
Type / to add blocks, use AI, or comment
Recommended approach
Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:
1.
Automate manual processes like success metrics tracking, CRM updates, and summary reporting.
2.
Define and align on clear success criteria with customers, ensuring every POC has measurable goals.
3.
Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.
4.
Analyze team performance metrics to optimize pre-sales strategies.
To make this shift successful:
•
Integrate Opine with Dropbox’s Salesforce CRM.
•
Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.
Dropbox
Document
Dropbox Business Case
Paragraph
Share
Dropbox scales POC success with Opine
Rewrite with AI...
Add comment...
The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.
The problem statement
Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.
Type / to add blocks, use AI, or comment
Recommended approach
Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:
1.
Automate manual processes like success metrics tracking, CRM updates, and summary reporting.
2.
Define and align on clear success criteria with customers, ensuring every POC has measurable goals.
3.
Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.
4.
Analyze team performance metrics to optimize pre-sales strategies.
To make this shift successful:
•
Integrate Opine with Dropbox’s Salesforce CRM.
•
Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.
Dropbox
Document
Dropbox Business Case
Paragraph
Share
Dropbox scales POC success with Opine
Rewrite with AI...
Add comment...
The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.
The problem statement
Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.
Type / to add blocks, use AI, or comment
Recommended approach
Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:
1.
Automate manual processes like success metrics tracking, CRM updates, and summary reporting.
2.
Define and align on clear success criteria with customers, ensuring every POC has measurable goals.
3.
Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.
4.
Analyze team performance metrics to optimize pre-sales strategies.
To make this shift successful:
•
Integrate Opine with Dropbox’s Salesforce CRM.
•
Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.
Ask Opine!
Pick up where you left off
Preparing Call Agenda for Eli Lily
3 min ago
Parsing Dropbox API Requirements Email
10:23am
Strategizing Next Steps for Lowe’s
Yesterday
Analyzing Google’s Sandbox Access Concerns
Oct 11
Drafting Home Depot Follow-Up Email
Oct 10
Or, start with a prompt
Evaluate deals for unforeseen risks
Draft an email to
Create a feature request for
More...
Ask Opine anything!
Send
Ask Opine!
Pick up where you left off
Preparing Call Agenda for Eli Lily
3 min ago
Parsing Dropbox API Requirements Email
10:23am
Strategizing Next Steps for Lowe’s
Yesterday
Analyzing Google’s Sandbox Access Concerns
Oct 11
Drafting Home Depot Follow-Up Email
Oct 10
Or, start with a prompt
Evaluate deals for unforeseen risks
Draft an email to
Create a feature request for
More...
Ask Opine anything!
Send
Ask Opine!
Pick up where you left off
Preparing Call Agenda for Eli Lily
3 min ago
Parsing Dropbox API Requirements Email
10:23am
Strategizing Next Steps for Lowe’s
Yesterday
Analyzing Google’s Sandbox Access Concerns
Oct 11
Drafting Home Depot Follow-Up Email
Oct 10
Or, start with a prompt
Evaluate deals for unforeseen risks
Draft an email to
Create a feature request for
More...
Ask Opine anything!
Send
Ask Opine!
Pick up where you left off
Preparing Call Agenda for Eli Lily
3 min ago
Parsing Dropbox API Requirements Email
10:23am
Strategizing Next Steps for Lowe’s
Yesterday
Analyzing Google’s Sandbox Access Concerns
Oct 11
Drafting Home Depot Follow-Up Email
Oct 10
Or, start with a prompt
Evaluate deals for unforeseen risks
Draft an email to
Create a feature request for
More...
Ask Opine anything!
Send
You're losing time & revenue executing presales workflows in spreadsheets.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Lack of deal consistency
Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.
Lack of deal consistency
Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.
Lack of deal consistency
Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.
Lack of deal consistency
Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.
Stop losing time
to admin work.
Opine gives teams their velocity, value, and focus back with process enablement, performance tracking, and automation that eliminates busywork.
Opine makes your tech stack work for your SEs.
Opine makes your tech stack work for your SEs.
Project Management
Project Management
Project Management
Turn deals into projects that auto-track presales context.
Synchronize opportunties from your CRM and provide your Sales Engineers with a dedicated workspace to manage tasks, collaborate with external stakeholders, and keep leadership informed.
Disco…
Exec…
Pilot In-Progress
$915,000 / $1,275,000
On Deck
$275,000 / $375,000
Dropbox
Deal value
$100,000
Win probability
50%
Weighted value
$50,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Home Depot
Deal value
$75,000
Win probability
60%
Weighted value
$45,000
Time in phase
1 day
Estimated end date
Oct 11, 2024
Progressive
Deal value
$200,000
Win probability
60%
Weighted value
$120,000
Time in phase
11 days
Estimated end date
Oct 23, 2024
Prerequisites
$460,000 / $700,000
Kroger
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Amazon
Deal value
$300,000
Win probability
90%
Weighted value
$270,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Deal value
$200,000
Win probability
50%
Weighted value
$100,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Sub-stage
$180,000 / $200,000
Union Pacific
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Fidelity
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Disco…
Exec…
Pilot In-Progress
$915,000 / $1,275,000
On Deck
$275,000 / $375,000
Dropbox
Deal value
$100,000
Win probability
50%
Weighted value
$50,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Home Depot
Deal value
$75,000
Win probability
60%
Weighted value
$45,000
Time in phase
1 day
Estimated end date
Oct 11, 2024
Progressive
Deal value
$200,000
Win probability
60%
Weighted value
$120,000
Time in phase
11 days
Estimated end date
Oct 23, 2024
Prerequisites
$460,000 / $700,000
Kroger
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Amazon
Deal value
$300,000
Win probability
90%
Weighted value
$270,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Deal value
$200,000
Win probability
50%
Weighted value
$100,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Sub-stage
$180,000 / $200,000
Union Pacific
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Fidelity
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Disco…
Exec…
Pilot In-Progress
$915,000 / $1,275,000
On Deck
$275,000 / $375,000
Dropbox
Deal value
$100,000
Win probability
50%
Weighted value
$50,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Home Depot
Deal value
$75,000
Win probability
60%
Weighted value
$45,000
Time in phase
1 day
Estimated end date
Oct 11, 2024
Progressive
Deal value
$200,000
Win probability
60%
Weighted value
$120,000
Time in phase
11 days
Estimated end date
Oct 23, 2024
Prerequisites
$460,000 / $700,000
Kroger
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Amazon
Deal value
$300,000
Win probability
90%
Weighted value
$270,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Deal value
$200,000
Win probability
50%
Weighted value
$100,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Sub-stage
$180,000 / $200,000
Union Pacific
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Fidelity
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Disco…
Exec…
Pilot In-Progress
$915,000 / $1,275,000
On Deck
$275,000 / $375,000
Dropbox
Deal value
$100,000
Win probability
50%
Weighted value
$50,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Home Depot
Deal value
$75,000
Win probability
60%
Weighted value
$45,000
Time in phase
1 day
Estimated end date
Oct 11, 2024
Progressive
Deal value
$200,000
Win probability
60%
Weighted value
$120,000
Time in phase
11 days
Estimated end date
Oct 23, 2024
Prerequisites
$460,000 / $700,000
Kroger
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Amazon
Deal value
$300,000
Win probability
90%
Weighted value
$270,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Deal value
$200,000
Win probability
50%
Weighted value
$100,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Sub-stage
$180,000 / $200,000
Union Pacific
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Fidelity
Deal value
$100,000
Win probability
90%
Weighted value
$90,000
Time in phase
3 days
Estimated end date
Oct 5, 2024
Opine AI
Opine AI
Opine AI
Use Opine AI to automate the admin toil.
Automate everything your SEs hate doing, CRM updates, Slack pings, sales handoffs, and doc creation. So they can stop chasing spreadsheets and start closing deals.
Dropbox
Task
Confirm infrastructure details for system integration
This task was added by Opine AI
When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks
Settings
Assigned to
Akash Ganapathi
Due Date
Thursday
Time
3:00 pm EST
Description
Extracted from Sep 26 Check-In Call Transcript –
Sam Blackwell:
“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”
Add sub-tasks
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Draft an email to Sarah
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Comments
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Opine AI
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Oct 19, 2024
I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.
Comment
Dropbox
Task
Confirm infrastructure details for system integration
This task was added by Opine AI
When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks
Settings
Assigned to
Akash Ganapathi
Due Date
Thursday
Time
3:00 pm EST
Description
Extracted from Sep 26 Check-In Call Transcript –
Sam Blackwell:
“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”
Add sub-tasks
Ask Opine...
Draft an email to Sarah
Breakout sub-tasks
More...
Activity
All
Comments
Emails
Opine AI
Add comment
Send
Oct 19, 2024
I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.
Comment
Dropbox
Task
Confirm infrastructure details for system integration
This task was added by Opine AI
When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks
Settings
Assigned to
Akash Ganapathi
Due Date
Thursday
Time
3:00 pm EST
Description
Extracted from Sep 26 Check-In Call Transcript –
Sam Blackwell:
“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”
Add sub-tasks
Ask Opine...
Draft an email to Sarah
Breakout sub-tasks
More...
Activity
All
Comments
Emails
Opine AI
Add comment
Send
Oct 19, 2024
I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.
Comment
Dropbox
Task
Confirm infrastructure details for system integration
This task was added by Opine AI
When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks
Settings
Assigned to
Akash Ganapathi
Due Date
Thursday
Time
3:00 pm EST
Description
Extracted from Sep 26 Check-In Call Transcript –
Sam Blackwell:
“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”
Add sub-tasks
Ask Opine...
Draft an email to Sarah
Breakout sub-tasks
More...
Activity
All
Comments
Emails
Opine AI
Add comment
Send
Oct 19, 2024
I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.
Comment
Draft an email to Sarah at Dropbox with the latest update on Okta
Here’s a draft email to Dropbox on the status of the Okta integration:
To: Sarah Patel
Subject: Okta Update
Hi Sarah,
Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.
I’ll reach out again after the next test.
Best,
Akash Ganapathi
Opine.com
Draft an email to Sarah at Dropbox with the latest update on Okta
Here’s a draft email to Dropbox on the status of the Okta integration:
To: Sarah Patel
Subject: Okta Update
Hi Sarah,
Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.
I’ll reach out again after the next test.
Best,
Akash Ganapathi
Opine.com
Draft an email to Sarah at Dropbox with the latest update on Okta
Here’s a draft email to Dropbox on the status of the Okta integration:
To: Sarah Patel
Subject: Okta Update
Hi Sarah,
Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.
I’ll reach out again after the next test.
Best,
Akash Ganapathi
Opine.com
Draft an email to Sarah at Dropbox with the latest update on Okta
Here’s a draft email to Dropbox on the status of the Okta integration:
To: Sarah Patel
Subject: Okta Update
Hi Sarah,
Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.
I’ll reach out again after the next test.
Best,
Akash Ganapathi
Opine.com
Playbooks
Playbooks
Playbooks
Use custom playbooks for your evals.
Develop templates tailored to specific use cases, products, and market segments — complete with defined roles, success criteria, and execution steps.
Need inspiration? Opine has a whole library of ready-to-use templates.
Select criteria to add to your evaluation
Search Criteria Library
Filter
Gong Integration Authorization and Transcript Analysis
6 hours ago
9
SAML Integration Verification
2 days ago
17
SAML Configuration and Testing
3 days ago
18
Validate Team Management Feature with VS Code Extension
6 hours ago
22
Slack Integration
Mar 31
10
Salesforce Integration
Aug 8
42
AI Search and Deal Analysis
1 week ago
16
SAML Configuration and Testing
Add to Pilot
Objective
Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.
Instructions
1.
Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.
2.
Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.
3.
Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.
4.
Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:
SP Entity ID: Unique identifier for your SAML connection.
ACS URL: Application’s URL for post-authentication redirection.
5.
Enter Identity Provider Configuration: Obtain and save these details from your IdP:
SSO URL: IdP's URL for user authentication.
Entity ID: Unique identifier of your IdP's application.
Certificate: Required for secure connection to your IdP.
Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.
1 of 8 selected
Cancel
Create Evaluation
Select criteria to add to your evaluation
Search Criteria Library
Filter
Gong Integration Authorization and Transcript Analysis
6 hours ago
9
SAML Integration Verification
2 days ago
17
SAML Configuration and Testing
3 days ago
18
Validate Team Management Feature with VS Code Extension
6 hours ago
22
Slack Integration
Mar 31
10
Salesforce Integration
Aug 8
42
AI Search and Deal Analysis
1 week ago
16
SAML Configuration and Testing
Add to Pilot
Objective
Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.
Instructions
1.
Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.
2.
Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.
3.
Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.
4.
Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:
SP Entity ID: Unique identifier for your SAML connection.
ACS URL: Application’s URL for post-authentication redirection.
5.
Enter Identity Provider Configuration: Obtain and save these details from your IdP:
SSO URL: IdP's URL for user authentication.
Entity ID: Unique identifier of your IdP's application.
Certificate: Required for secure connection to your IdP.
Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.
1 of 8 selected
Cancel
Create Evaluation
Select criteria to add to your evaluation
Search Criteria Library
Filter
Gong Integration Authorization and Transcript Analysis
6 hours ago
9
SAML Integration Verification
2 days ago
17
SAML Configuration and Testing
3 days ago
18
Validate Team Management Feature with VS Code Extension
6 hours ago
22
Slack Integration
Mar 31
10
Salesforce Integration
Aug 8
42
AI Search and Deal Analysis
1 week ago
16
SAML Configuration and Testing
Add to Pilot
Objective
Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.
Instructions
1.
Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.
2.
Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.
3.
Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.
4.
Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:
SP Entity ID: Unique identifier for your SAML connection.
ACS URL: Application’s URL for post-authentication redirection.
5.
Enter Identity Provider Configuration: Obtain and save these details from your IdP:
SSO URL: IdP's URL for user authentication.
Entity ID: Unique identifier of your IdP's application.
Certificate: Required for secure connection to your IdP.
Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.
1 of 8 selected
Cancel
Create Evaluation
Select criteria to add to your evaluation
Search Criteria Library
Filter
Gong Integration Authorization and Transcript Analysis
6 hours ago
9
SAML Integration Verification
2 days ago
17
SAML Configuration and Testing
3 days ago
18
Validate Team Management Feature with VS Code Extension
6 hours ago
22
Slack Integration
Mar 31
10
Salesforce Integration
Aug 8
42
AI Search and Deal Analysis
1 week ago
16
SAML Configuration and Testing
Add to Pilot
Objective
Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.
Instructions
1.
Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.
2.
Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.
3.
Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.
4.
Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:
SP Entity ID: Unique identifier for your SAML connection.
ACS URL: Application’s URL for post-authentication redirection.
5.
Enter Identity Provider Configuration: Obtain and save these details from your IdP:
SSO URL: IdP's URL for user authentication.
Entity ID: Unique identifier of your IdP's application.
Certificate: Required for secure connection to your IdP.
Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.
1 of 8 selected
Cancel
Create Evaluation
Insights
Insights
Insights
See where each project stands.
Track trends and insights across every deal, including competitors, key use cases, blockers, and winning signals.
AI Deal Summary
Last updated: 2 min ago
Refresh summary
Blockers
Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.
Recent engagement
Sep 26: Discussion with Melissa focused on demo preparation
Oct 16: Emailed executive readout deck and pricing proposal to Melissa
Oct 3: Melissa indicated a high-level of interest after demo with Akash
Slack
All activity
Next steps
Prepare for the demo on October 7 focusing on playbooks
Thursday
Send internal version of final deck to Melissa for review
Thursday
Prepare a detailed pricing proposal
Thursday
Competitive insights
Seamless integration: needs to seamlessly integrate with other systems
Security and compliance: must be secure by default and comply with GDPR + SOC
Efficiency: Interest in initiatives related to POV repeatability and efficiency
The Opportunity
Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.
AI Deal Summary
Last updated: 2 min ago
Refresh summary
Blockers
Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.
Recent engagement
Sep 26: Discussion with Melissa focused on demo preparation
Oct 16: Emailed executive readout deck and pricing proposal to Melissa
Oct 3: Melissa indicated a high-level of interest after demo with Akash
Slack
All activity
Next steps
Prepare for the demo on October 7 focusing on playbooks
Thursday
Send internal version of final deck to Melissa for review
Thursday
Prepare a detailed pricing proposal
Thursday
Competitive insights
Seamless integration: needs to seamlessly integrate with other systems
Security and compliance: must be secure by default and comply with GDPR + SOC
Efficiency: Interest in initiatives related to POV repeatability and efficiency
The Opportunity
Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.
AI Deal Summary
Last updated: 2 min ago
Refresh summary
Blockers
Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.
Recent engagement
Sep 26: Discussion with Melissa focused on demo preparation
Oct 16: Emailed executive readout deck and pricing proposal to Melissa
Oct 3: Melissa indicated a high-level of interest after demo with Akash
Slack
All activity
Next steps
Prepare for the demo on October 7 focusing on playbooks
Thursday
Send internal version of final deck to Melissa for review
Thursday
Prepare a detailed pricing proposal
Thursday
Competitive insights
Seamless integration: needs to seamlessly integrate with other systems
Security and compliance: must be secure by default and comply with GDPR + SOC
Efficiency: Interest in initiatives related to POV repeatability and efficiency
The Opportunity
Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.
AI Deal Summary
Last updated: 2 min ago
Refresh summary
Blockers
Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.
Recent engagement
Sep 26: Discussion with Melissa focused on demo preparation
Oct 16: Emailed executive readout deck and pricing proposal to Melissa
Oct 3: Melissa indicated a high-level of interest after demo with Akash
Slack
All activity
Next steps
Prepare for the demo on October 7 focusing on playbooks
Thursday
Send internal version of final deck to Melissa for review
Thursday
Prepare a detailed pricing proposal
Thursday
Competitive insights
Seamless integration: needs to seamlessly integrate with other systems
Security and compliance: must be secure by default and comply with GDPR + SOC
Efficiency: Interest in initiatives related to POV repeatability and efficiency
The Opportunity
Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.
Presales Performance
Presales Performance
Presales Performance
Presales Performance
Uniquely measure your Presales org’s performance
Use Opine to collect metrics beyond conversion rates, sales cycle, and win-rates. Identify which use cases win the most deals, the average duration of presales sub-stages, and more.
Average Number of Criteria per Plan
16
↓ 3.0%
Average Number of Criteria for Closed-Won
13
↑ 0.07%
20
15
10
5
0
Oct 5, 2024
Oct 26, 2024
Nov 16, 2024
Dec 7, 2024
Dec 28, 2024
Jan 18, 2025
Feb 8, 2025
Mar 1, 2025
Mar 22, 2025
Average Number of Criteria per Plan
16
↓ 3.0%
Average Number of Criteria for Closed-Won
13
↑ 0.07%
20
15
10
5
0
Oct 5, 2024
Oct 26, 2024
Nov 16, 2024
Dec 7, 2024
Dec 28, 2024
Jan 18, 2025
Feb 8, 2025
Mar 1, 2025
Mar 22, 2025
Average Number of Criteria per Plan
16
↓ 3.0%
Average Number of Criteria for Closed-Won
13
↑ 0.07%
20
15
10
5
0
Oct 5, 2024
Oct 26, 2024
Nov 16, 2024
Dec 7, 2024
Dec 28, 2024
Jan 18, 2025
Feb 8, 2025
Mar 1, 2025
Mar 22, 2025
Average Number of Criteria per Plan
16
↓ 3.0%
Average Number of Criteria for Closed-Won
13
↑ 0.07%
20
15
10
5
0
Oct 5, 2024
Oct 26, 2024
Nov 16, 2024
Dec 7, 2024
Dec 28, 2024
Jan 18, 2025
Feb 8, 2025
Mar 1, 2025
Mar 22, 2025
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Average Technical Stage Length
Success Planning
2 days
Execution
20 days
Outcomes
12 days
Average Technical Stage Length
Success Planning
2 days
Execution
20 days
Outcomes
12 days
Average Technical Stage Length
Success Planning
2 days
Execution
20 days
Outcomes
12 days
Average Technical Stage Length
Success Planning
2 days
Execution
20 days
Outcomes
12 days
“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.
Brian Skrocki
VP of Technical Field Operations
JupiterOne
“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.
Brian Skrocki
VP of Technical Field Operations
JupiterOne
“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.
Brian Skrocki
VP of Technical Field Operations
JupiterOne
“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.
Brian Skrocki
VP of Technical Field Operations
JupiterOne
Go beyond POCs with a toolkit that helps Sales Engineers accelerate deals.
Go beyond POCs with a toolkit that helps accelerate deals.
Win more customers with less chaos.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Win more customers with less chaos.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Win more customers with less chaos.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Win more customers with less chaos.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
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