What it does
Automatically monitors CRM notes, call transcripts, and email conversations for competitor mentions, sending instant SMS alerts to sales managers with context (which competitor, which deal, what was said) to enable timely competitive strategy.
Why I recommend it
Competitor evaluation is a critical deal moment. Instant alerts enable sales leadership to provide battle cards, adjust strategy, or join calls before prospects make decisions, dramatically improving win rates in competitive situations.
Expected benefits
- Immediate competitive intelligence
- Timely sales coaching and support
- Higher win rates in competitive deals
- Better competitive strategy
- Market intelligence collection
How it works
CRM note created OR call recorded -> scan content for competitor keywords (company names, product names) -> if match found -> extract context (which deal, opportunity size, what was said) -> send SMS to sales manager with: competitor name, deal link, prospect name, mention context, recommended battlecard -> log competitor mention in CRM -> optionally alert product team -> track win/loss rates by competitor.
Quick start
Manually search CRM notes weekly for competitor names. Note when and how often they’re mentioned. Calculate win rates in competitive vs non-competitive deals. Document typical mention contexts. Set up saved search in CRM. Then automate the monitoring and instant alerting.
Level-up version
Sentiment analysis (are they leaning toward competitor?). Include deal stage and size in alert (prioritise high-value competitive threats). Auto-attach relevant battlecard to opportunity. Trigger competitive pricing strategy workflow. Alert sales engineer for technical questions. Track competitive mentions over time by competitor and rep. Generate weekly competitive intelligence summary. Feed insights to product team for feature gaps.
Tools you can use
CRM: Salesforce, HubSpot, Pipedrive, GoHighLevel
Call recording: Gong, Chorus, GoHighLevel phone
SMS: Twilio, GoHighLevel SMS
Monitoring: Text analysis, keyword detection
Automation: Zapier, Make, CRM workflows
Also works with
Competitive intel: Crayon, Klue for broader tracking
Sales enablement: Auto-surface battlecards
Product: Feed to roadmap for feature gaps
Technical implementation solution
- No-code: Salesforce note created -> Zapier searches note text for competitor keywords list -> if found -> SMS via Twilio to manager with deal link and mention.
- API-based: CRM webhook on note.created OR Gong call transcript completed -> extract text content -> scan for competitor names from watchlist (Competitor A, Competitor B, their product names) -> if match -> fetch opportunity details (stage, amount, prospect) -> extract surrounding context (5 sentences around mention) -> Twilio API send SMS to sales manager: “Competitor [X] mentioned in $50K deal with [Prospect]. Context: [quote]. Battlecard: [link]” -> CRM API log competitor mention activity -> if deal >$100K -> also Slack alert to VP -> aggregate mentions for weekly competitive intel report.
Where it gets tricky
Avoiding false positives from company name mentions (discussing industry vs evaluating competitor), determining which mentions warrant alerts vs just logging, managing alert fatigue if many competitive deals, extracting accurate context from conversations, and coordinating competitive response without appearing desperate to prospects.
