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Eliminate guesswork and streamline your sales process with Recommended Actions Next Best Actions

Written by Sukhmanjeet Kaur

Updated at July 31st, 2025

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Table of Contents

How to find Recommended Actions for a deal on the Deals page

Recommended Actions or Next Best Actions is an advanced AI-driven tool that works like a personal strategic advisor to sales reps, helping them make informed decisions and navigate the sales process more effectively. It assesses win score insights, past interactions, and value nudges of the specific deals, analyzes them using historical data, contextual information, and industry best practices to identify the optimal course of action for sales reps to advance opportunities through the sales process. These are some of the benefits you get from Recommended Actions

  • Informed decision Making: Empower sales reps with data-backed recommendations, ensuring they consistently possess high-quality guidance.
  • Enhanced efficiency: Streamline the sales process by eliminating guesswork. Sales reps can clearly understand which actions to prioritize, resulting in time and effort savings.
  • Consistency and quality: Guarantee that your sales team consistently adheres to best practices, fostering superior interactions and outcomes.
  • Accelerated deals: Expedite opportunities through the pipeline by executing well-timed actions that nurture key contacts and drive conversions.

How to find Recommended Actions for a deal on the Deals page

  1. Go to your Deals page.
  2. Find the Recommended Actions column on the Deals page.


    For every deal, the Recommended Actions column shows a number which is the number of recommended actions a deal has.
  3. Click on the number to find the recommended actions for the specific deal.
  4. Click on the Action to open your CRM and act on the recommend action.


 

 

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