Use strategic insights to win more competitive deals
Steve, an AI competitive intelligence platform, automates competitive research into the battlecards, objection answers and positioning your team uses to win deals.
Your PMM or CI owner champions the program. Sales and enablement use the guidance in their supported workflows.
Steve fills in the Salesforce opportunity: the competitor, the calls, the playbook fields.
SteveThe question
Does your team have relevant evidence for the competitive questions buyers ask?
Research is useful when it reflects the buyer and the decision in front of the team.
Research needs a clear business purpose.
Use buyer questions and deal evidence to review whether the guidance addresses the team’s actual needs.
Give the PMM a program the team can use.
Connect the person responsible for the research with the sales and commercial teams who need the findings.
Learn from the buyer’s account.
Distinguish what the buyer said from a sales interpretation, then review what should change in the next conversation.
Bring account and competitive context into the deal.
The deal arrives tagged with a named competitor. Steve already found the mentions in your calls and CRM before anyone asked, and the battle card is in the rep's Slack DM before the next meeting — the CRM record only holds a link to it.
Steve spots Acme on the deal. The battle card lands in the rep's Slack.
Prep before the call. Review after it.
Use research before the call and buyer feedback afterward. Live-call guidance is a separate Sales OS workflow; confirm which capabilities your team needs.
Sales prep
- Who is on the call, what they own, and what they said last time
- Which competitors are likely in the evaluation, and why Steve thinks so
- The two objections this competitor usually triggers, with relevant answers for your team to review
- A current battlecard, generated from this quarter's competitor movements
Sales review
- How the objection was actually handled, plus a stronger version of the same answer
- Competitor claims made on the call, to check against your own data
- A follow-up email draft that corrects the competitor's framing without naming them
- A meeting summary written from a competitive angle, logged to the opportunity
Use the review to decide which objection answers and talking points the team should improve for the next conversation.
One win. One loss. Questions for the next conversation.
Sample scenarios show how a team might use research and buyer feedback. They are not customer results.
Deal A, won
Expansion vs. Acme
- Deal created
Record enriched; Acme flagged as incumbent.
- Before the call
Brief covers Acme's top objections.
- After the call
Half-answered objection flagged, follow-up drafted.
- Handoff
Next rep inherits the full context.
- Won
Buyer's reasons reviewed for the next battlecard.
Deal B, lost
New business vs. Emca
- Deal created
Record enriched; Emca flagged as incumbent.
- Before the call
Brief names Emca's known pressure point.
- After the call
Discount used where a value reframe fits.
- Lost
Loss reason tied to the objection that ended it.
- Pattern
A recurring concern becomes a question to test.
Use competitive insights and buyer feedback together.
Research supports the conversation. Deal evidence helps your team decide what to improve in positioning and guidance.
- 01
Monitor
Competitor sites, pricing pages, product changes, and news, filtered for signal and pushed into Slack. No dashboard to log into.
Research foundation - 02
Generate
Battlecards, objection handling, feature comparisons, and customer stories from your company and competitive research, with important claims checked before use.
Research foundation - 03
Connect to the deal
Steve reads the CRM and the call recordings, to bring available deal context into your research and review.
Put insights to work - 04
Learn
Review recurring themes in the available deal and buyer evidence. Use them to form questions and improve guidance; a correlation does not establish what caused a win.
Put insights to work
Win rate, broken down by who you were up against
Define the deal population and competitor information before interpreting a win rate. Review missing data and the evidence behind the themes.
Competitor labels in a real workspace follow how your team names them.
Which competitor are we losing to most this quarter?
Is our win rate against them improving or slipping?
How much open pipeline is exposed to each competitor?
Which objection shows up right before a deal stalls?
Strategy intelligence your team can use
Bring relevant competitor changes and company context into your team’s research.
Turn strategic insights into positioning, battlecards and objection responses.
Use buyer evidence to decide what should change in your product, message or sales approach.
Built for growth-stage B2B teams with a sales-led motion, where product marketing is the competitive intelligence champion and sales and enablement use the guidance.
How does Steve help sales teams win competitive deals?
Steve, an AI competitive intelligence platform, automates competitor research and turns it into battlecards, objection answers and positioning. Product marketing owns the program; sales and enablement use the guidance in their existing workflows to raise win rates and shorten sales cycles.
Connects to the systems your revenue team already runs
Equip your revenue team to win.
Bring competitive context into every stage of the deal, from CRM data to live call guidance, so reps always know how to respond.