Strategic Intelligence Upgrade: Research, Prepare, Close
TLDR: This release transforms how your team sells by introducing one-click Account Enrichment, Propensity scoring, Account Plans, and automated meeting preparation. Sales teams can now spend less time researching and more time executing winning strategies with prospects most likely to convert.
Intelligence & Research
1. On-Demand Account & Contact Enrichment: Research hours compressed to seconds
TLDR: Instantly access comprehensive account and contact intelligence with a single click. What used to take hours of manual research now happens automatically, giving your team the context they need to engage effectively.
HOW IT WORKS:
- Click the research icon on any account or contact
- Review comprehensive intelligence including products, competitors, business models, and GTM approaches for accounts
- Access detailed contact information including career progression, skills, and personal insights
WHO BENEFITS: SDRs save 2-3 hours of daily research time. AEs enter calls with executive-level context. Sales leaders see higher-quality conversations across the board.
2. Account Propensity Scoring: Focus on prospects most likely to buy
TLDR: Our AI now evaluates your accounts against customizable parameters, producing a data-driven propensity score that identifies your highest-potential prospects.
HOW IT WORKS:
- Accounts are automatically scored on a 1-100 scale
- Scoring considers custom signals tailored to your business such as strategic initiatives, growth indicators, funding events, and leadership changes
- Individual component scores show exactly where opportunity lies
WHO BENEFITS: Sales leaders can prioritize pipeline with confidence. AEs focus on accounts with the highest likelihood of closing. RevOps gets a data-driven view of territory potential.
3. Real-Time, Signal-Based Account Plans: Strategic selling without the strategy sessions
TLDR: Transform from reactive selling to strategic execution with comprehensive, ready-to-use account plans generated automatically for your highest-potential prospects.
HOW IT WORKS:
- Account plans are automatically generated based on research and propensity scoring
- Each plan includes entry strategy, urgency drivers, compelling events, value narratives, and tactical next steps
- Access plans directly from the account record view
WHO BENEFITS: AEs move from relationship-building to strategic execution. Sales leaders see consistent, high-quality approaches across the team. New hires ramp faster with ready-made playbooks.
Sales Enablement
4. AE-4 Meeting Preparation Assistant: Never walk into a meeting unprepared again
TLDR: 24 hours before any scheduled meeting, our AI delivers a comprehensive preparation document with everything you need to lead a productive conversation and move the deal forward.
HOW IT WORKS:
- Automatically generated 24 hours before scheduled meetings
- Includes opportunity status, blockers, meeting goals, and key talking points
- Provides contact details with icebreakers for all participants
- Suggests questions to ask and objection handling strategies based on deal context
WHO BENEFITS: AEs transform from reactive to proactive in every meeting. Sales managers spend less time coaching preparation and more time on execution. Customers experience more valuable conversations.
5. Post-Meeting Slack Notifications: Keep your team aligned without the email chains
TLDR: After every customer meeting, your team receives an automated summary in Slack, complete with highlights, outcomes, and AI-generated follow-up email drafts.
HOW IT WORKS:
- Concise meeting summaries delivered directly to your designated Slack channel
- Includes key outcomes, next steps, and open questions
- AI-generated follow-up email drafts ready for review and sending
WHO BENEFITS: Sales teams maintain alignment without manual updates. Cross-functional stakeholders stay informed without attending every call. Deal momentum increases with faster follow-through.
Pipeline Management
6. Records Browser with Advanced Filtering: Build targeted prospect lists in seconds
TLDR: Our new comprehensive browser for accounts and contacts lets you build and save targeted prospect lists based on any data point in the system, eliminating spreadsheet exports and manual list building.
HOW IT WORKS:
- Customize columns to show any data point in the system
- Apply advanced filters and save views for quick access
- Seamlessly integrate with research and propensity scoring results
WHO BENEFITS: SDRs build targeted outreach lists in seconds instead of hours. Sales leaders identify territory gaps and opportunities. RevOps eliminates spreadsheet exports for list building.
7. Quick Search in Forecast View: Find the deal you need, when you need it
TLDR: Instantly filter your pipeline by deal name during forecast meetings, enabling focused conversations without being overwhelmed by your entire pipeline.
HOW IT WORKS:
- Type any part of a deal name in the search bar at the top of the forecast view
- Pipeline instantly filters to matching opportunities
- Clear the search to return to full pipeline view
WHO BENEFITS: Sales leaders can quickly address specific deals during forecast calls. AEs can easily find and discuss priority opportunities. Forecast meetings become more efficient and focused.
Admin & Configuration
8. Custom Forecast Category Mapping: Your terminology, our platform
TLDR: Map your CRM's forecast categories directly to GTM Engine, maintaining consistent terminology across systems without manual translation.
HOW IT WORKS:
- Navigate to Settings > Fields > Forecast Categories
- Map your CRM's forecast categories to GTM Engine
- System automatically imports default categories from your CRM
WHO BENEFITS: RevOps maintains consistent forecasting language across platforms. Sales leaders see familiar terminology in reports. Training time decreases with consistent vocabulary.
9. Domain and Email Blocking: Keep your data clean, automatically
TLDR: Prevent spam and unwanted accounts from entering your system with rules-based blocking of specific domains and email patterns.
HOW IT WORKS:
- Block specific domains from entering the system
- Block email addresses based on patterns with AI-assisted RegEx generation from natural language description
- Manage all blocked domains from a central interface
WHO BENEFITS: RevOps maintains cleaner data without manual scrubbing. Sales teams focus on legitimate opportunities. System performance improves with reduced noise.
10. No-CRM Mode: Start generating insights immediately
TLDR: Use GTM Engine without connecting to a CRM. Perfect for teams without a CRM or for trial/POC scenarios where integration may take time.
HOW IT WORKS:
- Connect directly to call recorders and Gmail
- Let the system create Opportunities, Accounts, and Contacts automatically from meetings and email interactions
- Access all insights and management features without requiring an external CRM
WHO BENEFITS: Teams without a CRM can still leverage advanced sales intelligence. POC evaluations accelerate without IT dependencies.
This release represents our ongoing commitment to eliminating administrative shadow work and transforming how revenue teams operate. By automating research, preparation, and intelligence gathering, we're freeing your team to focus on what matters: building relationships and closing deals.
Available in your GTM Engine account today. For a personalized walkthrough of these new features, contact your Customer Success Manager.
Additional Enhancements delivered along the way:
Workflow Engine & Automation
- Ability to deploy workflows from Staging to Production (“Deploy to Production” button)
- Viewing and editing System Workflows now works reliably
- Updated handling of workflow updates between staging and production
- Test coverage added for workflow push-to-prod endpoint
Pipeline, Forecast, and Opportunity Management
- Opportunity cards in Pipeline view can now be right-clicked to open in a new tab
- Fix for clicking an opportunity card navigating incorrectly
- Improved padding and layout for opportunity cards on the Forecast page
- Meeting prep workflow improvements to avoid unnecessary Opportunity tab
CRM Connection & Access Control
- Users must connect a CRM before accessing the app
- Only one CRM can be connected at a time
- Prevent users from creating pipelines or stages when CRM integration is enabled
Search, Records, Contacts & Accounts
- Contact search now shows contacts without account associations
- Enforced clean domain names for account and org creation
Team Structure & Admin Tools
- Updated Sales Team Structure form for clearer UX
- Correct permission-based visibility for “Save” actions
Integrations & Sync Capabilities
- Added HubSpot sync-up functionality
- Added Chorus queue endpoints
- Updated Chorus processing workers
- Improved CRM → GTM Engine record creation handling
AI & Copilot Features
- Claude Sonnet 4.5 is now available in workflows
UI/UX Enhancements
- Opportunity cards now open correctly and support right-click new tab
- Improved avatar image aspect ratios
- Improved fallback profile images in performance matrix
- Prevented incorrect redirect to onboarding during normal navigation
Data Model Enhancements
- Added propensity_score_reasoning and last_researched fields to Accounts
- Updated naming for gtm_created_at field for clarity
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