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Tell me which deal is most at risk, using Salesforce and Jira together

Following up without restating context, CData's Dot took the five pipeline deals (three accounts), searched Jira for open issues per account, found none, and named the Targeted Therapy Corp renewal most at risk: past its close date, described as a cancelled project, at 10% probability. The post says the same answer by hand can take days of asking engineering and searching two systems.

How it works

  1. Remember the five deals from the earlier question
  2. Map them to three accounts
  3. Search Jira summaries and descriptions per account
  4. Find zero open issues
  5. Weigh Salesforce signals instead
  6. Name the most-at-risk renewal with its evidence

Why it’s worth knowing

It remembered the earlier deal list and fused CRM and issue-tracker evidence into one risk call in about two minutes.

Where it’s from

Summarized from a public post on cdata.com. See the original ↗

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