SalesTwin
Digital Authority for sales
Your AI can read your CRM. It can still get your forecast wrong.
Connecting ChatGPT, Claude or an agent to your CRM gives it access to CRM fields, not your qualification criteria, metric definitions or terms.
It can include stale, slipped or unqualified deals and return a confident answer that is wrong for your business. SalesTwin applies your governed terms and metrics to every answer, revealing what really counts, what changed and where to intervene.
MCP connects AI to your CRM. SalesTwin makes its answers trustworthy.
See it on your own numbers →€1.8M excluded by your qualified-pipeline definition
- 11 affected opportunities
- 5 have no current next step
- 4 have slipped more than once
- 2 no longer meet stage-exit criteria
Review the 11 affected opportunities before committing the forecast.
Reads fromSalesforce · HubSpot · Gong · Outreach · and 750 more
Stop preparing the forecast. Start changing the quarter.
Walk into the forecast knowing what changed. Leaders see where to intervene. Sellers see where to act.
Before SalesTwin
- Leaders ask every seller what changedOne conversation at a time.
- Managers inspect opportunities one by oneOnly the ones they think to check.
- Sellers defend the forecast from memoryRecalling what moved, and why.
- Risks surface during the meeting.Too late to change the quarter.
With SalesTwin
- Material changes are already identifiedOnly what moved since the last forecast.
- Managers focus on the deals needing coachingSorted by impact on the number.
- Sellers see why opportunities are flaggedThe failed qualification criterion, not a risk score.
- The team decides what happens next.One view, one conversation, clear owners.
SalesTwin prepares the evidence. Leaders coach. Sellers act.
Getting to the forecast used to mean stitching together exports from six or seven systems and praying they agreed.
Forecast preparation
Better together
Your quarter doesn’t live in your CRM.Every function can change the number.
Product commitments, customer risk, pipeline source and finance actuals can all change the forecast. SalesTwin brings those signals into one governed view of the quarter. Every function keeps its own authority. But terms, metrics, rules and goals are defined once, so business truth no longer breaks at the handoffs.
Start with SalesTwin. Add every function without rebuilding the business truth.
See it on your own numbers →