Elevate Discovery to Increase Win Rates

Superpanel AI auto-generates discovery documentation and reporting to understand why prospects purchase, don't purchase, or get stuck.

This helps PreSales align with Sales, increase ACV and Win Rates, and improve product learnings.
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Integrates with your existing tools.

How it works

Superpanel auto-generates standardized discovery documents, and organizes all the files, notes, and recordings related to each opportunity or account.


Ensure great discovery is done on every deal, every time.

AI assistance to manage the discovery process. Keep a running tally of what questions have been asked and answered across all meetings related to an opportunity or account.

No more updating Salesforce right before manager meetings.

Get full context to prep for your upcoming calls, collaboratively take notes with your colleagues, and have everything automatically captured and saved to the right place in Salesforce.

Flexibly manage PreSales data fields to drive better decisions.

Measure PreSales activity, technical discovery, POCs, product feedback and any other PreSales data you need - without waiting months for your fields to be added in Salesforce.
Field management screen

Key stakeholders and users of Superpanel


Maximize the impact of your PreSales team.

  • Create PreSales fields to measure PreSales activity, discovery, POCs, product feedback and any other PreSales data you need - without needing to overhaul your CRM.

  • No more wasting time on deals with poor discovery - see AI generated discovery notes on each opportunity even when the AE didn’t take notes.

Field management screen

Increase pipeline conversion rate with great discovery.

  • Be present while AI auto-suggests and organizes the relevant discovery notes in your shared documents.

  • Let AI auto-update Salesforce fields based on your conversations and documents.

  • Get full compliance on sales methodology across your team.

Impact of better discovery on deals
Revenue Ops

Help your sellers bring in more revenue with less effort.

  • With less than 20 mins of set up, let your PreSales and Sales team passively update Salesforce and increase their win rates

  • Reduce cost of acquisition through higher win rates by empowering your selling teams do perfect discovery on every deal and meeting.

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A security first culture.

  • Superpanel is SOC2 certified and GDPR compliant. Our founders built companies in the highly regulated banking, insurance, and healthcare industries - we are familiar with taking security and privacy seriously.

Security certificates

Recent Articles

Read our most recently published articles

Aligning PreSales > Sales > CS on complex deals

In this episode of Technically Sold, Shawn Crowley talks about how SEs generate new pipeline.
Read post

Winning Large Complex Sales - from a Workday Veteran

JR Wymer shares valuable insights for anyone looking to increase wins with large accounts.
Read post

Discussion with Peter Cohan, Author of Doing Discovery

Peter, author of Doing Discovery, Great Demo, and the founder of Great Demo shares some insights.
Read post

Listen to the Technically Sold podcast

Stories, insights and learnings to help technical sales professionals improve their performance, career, and life.