Turn how you sell into how you win.
Mira uses your sales playbook and the context in your CRM, emails and calls to spot deal risks, recommend the next step and draft the follow-up, so your team moves every opportunity forward.
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Revenue teams and partners working with ValueOrbit
Madica is a portfolio partner. The other logos are customers. Read our reviews on G2
Your team knows how to sell. Doing it on every deal is the hard part.
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Deals look healthy, but the evidence behind the forecast is missing.
Nobody notices the unconfirmed signer or the missing deadline until the deal slips at the end of the quarter.
What Mira does: checks each deal against what your playbook requires and flags what isn’t confirmed yet.
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The playbook is documented, then applied differently by every seller.
The forecast ends up depending on who owns the deal rather than on what the buyer has actually said.
What Mira does: applies the same qualification criteria to every deal and explains each gap in plain language.
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Sellers spend their time reconstructing context and updating systems.
Notes, emails and calls live in different places, so preparing a meeting or a deal review starts from scratch.
What Mira does: pulls the deal’s context together, prepares the next meeting and drafts the follow-up for the seller to review.
From sales conversation to clear next action.
One deal, five steps: what the buyer said, what Mira noticed, why it matters, what Mira suggests and what the seller approves.
Evidence
After a strong call, the champion asks for a proposal.
“Send me a proposal with pricing and a rollout plan. I want to take it to our board meeting next month.”Erik Lindqvist, Head of Field Operations
Mira reads the call transcript and records a critical event: a board decision expected this quarter.
Mira's read
The pain is clear. Who signs is not.
- PainMissed service windows across Sweden and Norway, with penalty costs confirmed by the buyer.
- TimingBoard meeting next month gives the deal a real deadline.
- ApprovalErik named the CFO as the likely signer, and the COO may also need to approve. Neither is confirmed, and nobody has spoken to the CFO yet.
Mira's read
A proposal sent now lands with someone who can't sign it.
Without the economic buyer involved, finance can push the purchase into next year, and the deal would still look healthy in the forecast. Mira raises this before the proposal goes out, while there is time to fix it.
Playbook ruleConfirm the approval path before the proposal stage.
Suggested action
A short email that moves the deal and closes the gap.
Hi Erik, happy to send the proposal and rollout plan this week.
So it reaches the board in the right shape: does final sign-off sit with Maria or with the COO, and does procurement need to review it first?
If it helps, I can join a 20-minute call with Maria next week to walk through the business case.
Seller review
The seller edits, sends and updates the deal.
- Approval path
Not assessedAt risk: signer unconfirmed- Next step
- Confirm sign-off with Erik, then book an intro with the CFO
- Forecast note
- Keep out of commit until the signer is confirmed
In this example, the seller reviews Mira's draft and the CRM update before anything is sent or saved.
Illustrative example based on our product demo. Nordica Systems and the people named are fictional.
Your sales playbook, applied to every deal.
Most AI tools give generic advice. ValueOrbit works from your own qualification criteria, stages and practices, so Mira judges each deal the way your best manager would.
Your customer context and selling knowledge, connected. ValueOrbit keeps what you know about each account and how your company sells in one place, so every recommendation Mira makes is grounded in both.
Works with MEDDPICC · SPICED · BANT · your own playbook
- Questions that need answersWhat your team must learn at each stage, such as who signs and what happens if the buyer does nothing.
- Evidence to qualify a dealWhat has to be true, and said by the buyer, before a deal moves forward or into the forecast.
- Risks worth attentionSingle-threaded deals, an unknown signer, a missing deadline. You choose what counts.
- Actions that move deals forwardThe next steps your playbook recommends, turned into drafts your sellers can use.
From founder-led deals to a repeatable engine.
SaveYourWardrobe · Advisory and platform engagement
“Together, we closed the largest deal in our company's history, and built a repeatable commercial engine to keep doing it.”
Mehdi Doghri · Chief Operating Officer, SaveYourWardrobe
- Context
- Circular-fashion platform working with global brands, moving from seed toward Series A.
- Before
- Founder-led selling, no shared qualification language and little pipeline visibility.
- What changed
- ValueOrbit's advisory team installed a qualification method and weekly deal reviews, with the platform running on the existing CRM.
- Result
- The largest deal in the company's history, and a pipeline ready for the Series A process. This outcome reflects advisory and software together.
OliveSoft · Platform on Salesforce
“The ValueOrbit platform on top of Salesforce gave us the pipeline, forecast and deal-review discipline to scale predictably.”
Marouan Fakhfakh · Chief Revenue Officer, OliveSoft
Keep your CRM. Start in three steps.
Salesforce, HubSpot or Pipedrive stays your system of record. ValueOrbit reads the accounts, contacts, deals, emails and meetings your admin chooses. No CRM you trust yet? ValueOrbit can also run on its own.
- 01
Connect your data
Connect Salesforce, HubSpot or Pipedrive. Your admin chooses which fields and how much history ValueOrbit reads. Add call recordings, transcripts or notes.
- 02
Configure your playbook
Set your stages, qualification criteria and the evidence each stage needs. Bring your own method or start from one Mira proposes.
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Review insights and actions
Mira assesses open deals against your playbook and suggests next steps. Your team reviews, edits and acts.
Need help with the playbook itself? Our advisors can help.
The platform works on its own. Some teams also want experts to sharpen or write their playbook first. Two ways we help:
Encode the playbook you already have
You have a qualification method that works. We translate your stages, criteria and practices into ValueOrbit so Mira applies them from the start.
Build and encode it with our experts
You need a clearer method. Senior revenue advisors work with your team to design qualification, deal reviews and forecasting, then configure ValueOrbit around it.
Questions buyers ask us
Does this replace my CRM?
No. ValueOrbit reads accounts, contacts, deals, emails and meetings from Salesforce, HubSpot or Pipedrive, and your CRM stays the system of record. Teams without a CRM they trust can also run ValueOrbit on its own.
Do we need an existing sales methodology?
No. You can use MEDDPICC, SPICED, BANT or your own playbook. If you don't have one written down, Mira can propose a starting point that you then adjust.
What can Mira do automatically?
Mira reads the deal activity and conversations you share with it, assesses each deal against your playbook, flags gaps and risks, summarises deals and drafts next steps and follow-ups.
What requires human approval?
Anything that reaches a buyer, such as an email, stays a draft until a person sends it. Your team decides which suggested updates are saved to the deal.
What does setup involve?
Three steps you can do yourself after signing up: connect your CRM and conversation sources, configure your playbook, then review Mira’s first assessments. How long it takes depends on your data and how defined your process already is. Prefer a guided start? Book a demo and we’ll walk through it with you.
How is pricing structured?
Signing up needs no credit card. Paid use is priced per user, per month, and we send a proposal based on the size of your team. Advisory work is optional and priced separately as a fixed-length engagement.
How is customer data handled?
ValueOrbit only reads the CRM fields your admin maps. We act as a data processor under a standard data processing agreement. Details are in our privacy policy and DPA. Privacy policy · Data processing agreement
See Mira on your own deals.
Sign up and connect your CRM yourself, or book a demo and we’ll walk through a deal like yours and explain what setup would involve.
Anavid
SaveYourWardrobe
Hypeo
GOMYCODE
Wall Street English
Madica
Olivesoft