## Trusted by high-performing revenue teams

## Context that is carried forward, not broken

#### Before Opine

Hand-offs are blank fields with missing contexts. Post-sales starts every new account by asking the customer to repeat what they already told presales.

The SE’s tribal knowledge: what the champion cares about, what almost killed the deal, what the integration risk is, leaves with them when the deal closes. None of it was ever written down.

Post-sales has no visibility into what was promised or what the customer's definition of success was. Renewals and expansions stall without any connection to the original buying context.

#### After Opine

Post-sales inherits the full picture on day one. Opine’s AI generates a structured handoff document from the full deal context, technical requirements, stakeholder map, risks, success criteria, and why they bought are pulled from latest activity.

Opine captures context continuously across the deal lifecycle. Every concern, every requirement, every technical detail is structured and searchable. The knowledge stays in the platform, not in memory.

The full deal history including success criteria, POC outcomes, and open risks at close is available to Post-sales from day one. Renewals start with a real understanding of what the customer was trying to achieve.

## Carry customer relationships forward with a lossless handoff.

### AI-generated handoff docs with full deal context

Opine generates structured handoff documents from everything captured during the deal like technical requirements, integration risks, stakeholder concerns, success criteria, and POC outcomes. Not a template someone filled out. A real document built from actual conversations. Post-sales walks into the kickoff knowing what the customer needs, without starting over.

### Create a synchronous customer experience, not rediscovery

The context Opine captures during discovery and technical evaluation like - what the champion cared about, what nearly killed the deal, what the integration risk was trickles down to post-sales. Post-sales and implementation teams inherit the relationship the SE built, not just an account record.

### Deliver on success criteria and decrease time-to-value

When renewal time comes, Post-sales has access to the full buying context, original success criteria, what was promised, what the customer said they needed to see. Expansion conversations are grounded in real deal history, not a vague recollection of what happened a year ago. Opine keeps that context alive across the entire customer lifecycle.

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## Customers love us

## Saviynt increases their technical wins with Opine

**+19%**

Increase in average tech-win rate within the first 6 months.

**“** **Finally, a Flexible System of Record for Pre-Sales Work.** Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works. Excited to see how the platform continues to evolve.”

Mark Rida

Saviynt

Used by the world's leading companies.

## Carry forward the relationship your SE built with Opine