GTM Engine Release: June 30, 2025

This release gives reps more time to sell, equips managers with sharper insights, and empowers RevOps with cleaner, more connected data. From in-line deal notes and smarter task linking to performance dashboards and historical trends, these updates eliminate busywork, enhance visibility, and align every role around winning execution. Now available in your GTM Engine account.

1. Deal Notes: Notes that work where you do; Full opportunity context, zero switching

TLDR: Your opportunity notes now live where they belong—directly in the opportunity view on the right side of your screen. Format, track history, and never lose work with auto-save. This eliminates the tab-switching tax and keeps critical context where decisions happen.

HOW IT WORKS:

• Access the new notes panel directly within any opportunity record• Format with markdown support using our intuitive toolbar
• View complete history to track how discussions evolved
• Continue where you left off with automatic draft saving

WHO BENEFITS: AEs can document customer conversations without leaving their workflow. Sales leaders gain visibility into deal progression without hunting for context. RevOps gets cleaner data with notes tied directly to opportunities.

2. Task-Opportunity Association: Context-aware follow-ups

TLDR: Tasks now connect directly to specific opportunities, ensuring follow-ups have proper context and nothing falls through the cracks. This bridges the execution gap between what you plan and what you track.

HOW IT WORKS: Simply select the relevant opportunity when creating tasks. View opportunity details within task views for seamless context switching.

WHO BENEFITS: AEs can manage follow-ups with full deal context. Sales managers can quickly assess if critical opportunities have appropriate activity plans. RevOps gains clearer visibility into activity-to-outcome relationships.

3. Path to Quota Calculator: Know exactly what moves the needle

TLDR: Stop guessing what activities will get you to quota. Our new calculator uses your actual performance metrics to project attainment and show precisely where to focus for maximum impact.

HOW IT WORKS: Access from your dashboard, adjust variables to see different scenarios, and identify the highest-leverage activities for your specific situation.

WHO BENEFITS: AEs can take control of their path to quota with data-backed strategies. Sales leaders can coach with precision based on individual performance patterns. RevOps can identify systemic bottlenecks across the team.

4. Rep Performance Metrics Dashboard: Self-service insights

TLDR: Take ownership of your performance data with our new self-service metrics dashboard. Quickly identify strengths and improvement areas without waiting for reports or meetings.

HOW IT WORKS: Access your personalized dashboard to view performance metrics with intuitive visualizations that highlight trends and opportunities.

WHO BENEFITS: AEs gain autonomy with on-demand performance insights. Sales managers spend less time generating reports and more time on meaningful coaching. RevOps can focus on strategic initiatives rather than fulfilling data requests.

5. Historical Tracking Enhancements: The story behind the numbers

TLDR: Visualize how key opportunity metrics evolve over time with new charts for deal amount, health score, interest level, and close dates. Spot patterns and make better predictions based on historical trends.

HOW IT WORKS: Access the new visualization panel within opportunity records to see how critical metrics have changed throughout the sales cycle.

WHO BENEFITS: Sales leaders can identify pattern shifts that signal risk or opportunity. AEs gain perspective on deal evolution. RevOps can analyze trend data for process improvement.

6. Activity Timeline Enhancements: No more guesswork on engagement

TLDR: Quickly see recent activity, days since last interaction, and upcoming events with our enhanced timeline. The new “today” marker and stale opportunity indicators ensure nothing slips through the cracks.

HOW IT WORKS: View the enhanced timeline in opportunity records to track engagement history and upcoming activities with clear visual indicators.

WHO BENEFITS: AEs can prioritize follow-ups based on engagement patterns. Sales managers can easily identify at-risk opportunities during reviews. RevOps gains visibility into activity patterns across the pipeline.

7. Field Editability Controls: Data integrity without the friction

TLDR: Administrators can now designate which fields are editable across all interfaces, ensuring consistent behavior and maintaining data integrity without hampering workflow.

HOW IT WORKS: Use the new toggle in settings to control field editability across pipeline table, forecast view, and individual records.

WHO BENEFITS: RevOps gains control over critical data points. Sales leaders get more reliable reporting. AEs experience consistent interfaces with clear expectations about what they can modify.

8. CRM Hygiene Improvements: Performance that respects your time

TLDR: Faster load times, smarter navigation, and more relevant recommendations make your daily workflow smoother and more efficient. Because your CRM should accelerate your work, not slow it down.

HOW IT WORKS:

• Experience faster performance with pagination (25 records per page)
• Open records in new tabs with direct links for efficient navigation
• Get more relevant recommendations with enhanced suggestion logic
• Access navigation more easily from the top-level sidebar

WHO BENEFITS: Everyone gets back precious minutes in their day with a more responsive, intuitive system that adapts to how you actually work.

Available in your GTM Engine account today. Have questions about these updates? Email us at support@gtmengine.ai for assistance.