We officially launched our Autopilot Suite on Wednesday, after testing with early customers and proving that it had the potential to transform how teams understand and learn more past deals.
Sales cycles are often filled with twists and turns, and sometimes, despite our best efforts, deals don’t cross the finish line. These closed-lost deals represent an enormous opportunity for learning. What if we could turn them into actionable insights for the future? That's exactly what the Autopilot Suite was designed to do.
Now, we want to show you just how powerful Autopilot can be with real-world examples from our own accounts.
Turning Data into Strategic Direction
Our Autopilot Suite is more than just an AI data pipeline; it's a proactive guide that helps you understand what's working and what isn't—in real time. We feed it information from closed/lost deals and use it to identify patterns, opportunities, and potential blockers.
Here's how it works:
Identify Trends in Lost Deals: By aggregating data across lost opportunities, Autopilot spots recurring themes—like product features that were missing or specific objections that kept cropping up.
Auto-Generate Playbooks for Future Deals: Autopilot takes insights from past losses and turns them into action plans. If a deal was lost because a competitor's feature stood out, for example, it will prompt your team with better positioning strategies for similar features in the future.
Alert Your Team to Change Course: Sometimes it's a matter of timing. Autopilot can identify signals indicating a prospect's readiness to re-engage—or highlight when a deal is at risk before it's too late.
Real Examples: Momentum's Own Deals
We've used Autopilot on our own Closed-lost deals, and the insights have been very useful. Here's a look at a batch run we did recently. We exported the field values to a Google Sheet and asked the reps to confirm accuracy. Out of the 17 we picked from the batch to test with, 15 were accurate; 1 was correct but missed nuance; and 1 hallucinated. Not bad!
Here's an example:
Bruno, one of our SMB reps, worked a deal that he marked lost with the picklist value 'Feature Gap'. The 'Lost Reason Detail" was, Slack and Salesforce but using Outlook calendar. Lack of integration.
Here's what Momentum autopilot inferred as the reason based on all the calls and emails:
See the difference?
While Bruno wasn't wrong in putting in that Closed-Lost reason, we also force that they fill that out with a validation rule. If we didn't have that, it's likely that we would only have the 'Feature Gap' tag with no further context. Now, thanks to Momentum, we have a much clearer reason for why the deal was lost; and we know that when we do support MSFT Teams, we can back and engage this prospect.
Here are some other examples that we saw:
Building a Culture of Continuous Improvement
Autopilot doesn’t just help you understand why a deal was lost; it creates a culture where learning from failure is easy and productive. With these kinds of insights, your team can continuously improve its tactics, positioning, and engagement strategies.
By sharing our own data, we hope to highlight how powerful Autopilot can be in helping your team take ownership of every step of the sales journey, even when the outcome isn't what you hoped for.
Ready to see how Autopilot could transform your approach to lost deals?