Presales is challenging, but it shouldn’t feel chaotic.
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
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Task
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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
Task
Confirm infrastructure details for system integration
This task was added by Opine AI
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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.”
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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
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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.”
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Draft an email to Sarah
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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
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Comments
Emails
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
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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
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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!
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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
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Project Management
Project Management
Turn your POCs into trackable projects.
Synchronize deals from your CRM and provide your Sales Engineers with a dedicated workspace to manage POC tasks, collaborate with internal stakeholders, and keep prospects 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
Playbooks
Playbooks
Use custom playbooks for your POCs.
Develop POC 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.
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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.
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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
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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
How we compare
Two-way CRM synchronization
Two-way CRM synchronization
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Feature gap management
Feature gap management
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Reporting & Insights
Reporting & Insights
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Collaborative Evaluation Plans
Collaborative Evaluation Plans
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
AI Call Analysis for SEs
AI Call Analysis for SEs
Yes
Yes
Yes
Yes
No
No
No
No
AI Deal Summarization
AI Deal Summarization
Yes
Yes
Yes
Yes
No
No
No
No
Automated Data Entry
Automated Data Entry
Yes
Yes
Yes
Yes
No
No
No
No
Mobile-Friendly UX
Mobile-Friendly UX
Yes
Yes
Yes
Yes
No
No
No
No
Automatic Stakeholder Updates
Automatic Stakeholder Updates
Yes
Yes
Yes
Yes
No
No
No
No
Deal Risk Scoring
Deal Risk Scoring
Yes
Yes
Yes
Yes
No
No
No
No
AI Activity Analysis
AI Activity Analysis
Yes
Yes
Yes
Yes
No
No
No
No
“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
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