One of the drawbacks our pipeline reviews encounter is that we spot stalled deals when it is already too late. A deal may still be projected to close in three weeks; however; if we take a closer look, the last customer interaction was 18 days ago, the last meeting was postponed, and there are no plans for the next meeting. The CRM shows a live deal; however, activities suggest otherwise.

I wonder whether AI-based CRM solutions are sophisticated enough to detect these situations automatically rather than relying on managers to keep an eye on everything. I would really like the solution to be able to take engagement patterns, next steps and recent activities into account rather than just alerting us about a bad closing date. Has anyone found a way to use such a system efficiently?