Solutions

Ramp new hires on the patterns and context from won deals.

Lightfield holds each deal to the stages, exit criteria, and plays that won your best deals, and gives every rep the prep, coaching, and next steps to follow them.

“We built custom deal coaching in Lightfield that follows our playbook to make sure we’re taking the right actions at the right time for every deal.”

Brandon Li, Co-founder & CEO, Power
Benefits

Lightfield applies your sales process to every deal and shows where it isn’t being followed.

Account plan generation

Builds a one-page account brief from CRM data, interaction history, and live web research, so every first call starts the way your process says it should.

Account plan generation

Deal briefing generation

Briefs a deal or a whole pipeline against your stage criteria: where it stands, what’s missing, honest risks, and the next step by urgency.

Deal briefing generation

Company-wide knowledge

Stages, exit criteria, ICP, pricing, and messaging in one place every rep and agent reads from. Change the process once and every brief and scorecard reflects it.

Company-wide knowledge

Call scorecards and coaching review

Scores every call and every deal against your sales qualification framework, providing trends and roll-ups across your team.

Call scorecards and coaching review
Use cases

Common applications of Lightfield

01

First-call account plan

A one-page brief on the account, its people, and recent news, generated before the first meeting.

02

Inherited pipeline briefing

A ranked summary of every open deal a new rep takes over, with status, honest risks, and the next step.

03

Deal handoff

The full interaction history and plan living on the record, so a reassigned deal needs no handoff meeting.

04

Weekly call scorecards

Every call scored against your rubric, with the one coaching point that matters most.

05

Coaching themes by rep

A week of calls rolled into patterns per rep, so managers coach the trend instead of the anecdote.

06

Team performance review

A comparison of how each rep runs discovery and advances deals, measured against your best.

07

Objection library

Answers to the objections your top reps already beat, pulled from won deals and kept current in Knowledge.

08

Playbook update

Change pricing, ICP, or messaging once in Knowledge, and every plan, briefing, and scorecard reflects it.

See it on your deals.Request a demo
Security

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Sensitive data encrypted at rest, with TLS and role-based access.

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Frequently asked questions

Experience CRM engineered for the future.

Ramp new hires faster