Recommendations

Read all about the AI generated recommendation cards in your account

11 articles in this collection
Written by Wendy

Recommendation cards summarized

See which recommendation cards are currently live and their content

Written by Wendy
Updated over a week ago

Recommendation preferences

Pick which cards to view in your Recommendations overview

Written by Wendy
Updated over a week ago

Prospecting

Congrats, you closed a deal! (Recommendations)

Just closed a new deal? We'll show you similar ones to chase!

Written by Wendy
Updated over a week ago

Available opportunities (Recommendations)

Based on your best deals closed so far, we'll show you other interesting organizations to focus on

Written by Wendy
Updated over a week ago

No lookalike companies could be found (Recommendations)

Read more about why the algorithm sometimes can't find lookalike companies

Written by Wendy
Updated over a week ago

Cleaning

Duplicate deals (Recommendations)

Avoid confusion and never accidentally work on the same deal as a colleague!

Written by Wendy
Updated over a week ago

Duplicate organizations (Recommendations)

Keep your CRM clean and let us help you avoid duplicates

Written by Wendy
Updated over a week ago

Issues found in deals (Recommendations)

Get help to clean your deals so they can be properly analyzed by Ocean.io

Written by Wendy
Updated over a week ago

Issues found in organizations (Recommendations)

Get help to clean your organization so they can be properly analyzed by Ocean.io

Written by Wendy
Updated over a week ago

Task management

Forgotten open deals (Recommendations)

Get reminders on the deals you're working on to make sure they won't slip through your fingers

Written by Wendy
Updated over a week ago

Deal past expected close date (Recommendations)

Keep your pipeline clean by ensuring all expected close dates are in the future

Written by Wendy
Updated over a week ago