# It's time to put your CRM to work for you

Keith Peiris & Henri Liriani Apr 8, 2026

Skills and Knowledge are now native in Lightfield. Run your process across every account, every time. Grounded in what Lightfield already knows.

### Introducing Skills & Knowledge

Put your CRM to work for you

## See it in action

Explore the pre-built Skills bank ready to run against your data out of the box. Pick one, point it at your pipeline, and make it your own. Here’s where to start:

### Build pipeline

Your next deal might already be in your CRM. Build pipeline from what you have.

|                           |                                                                                     |
|---------------------------|-------------------------------------------------------------------------------------|
| **Find Similar Companies** | Surfaces companies that match your best-fit customers, ranked by ICP fit. Feeds directly into outreach. |
| **Build Prospect List**    | Turns natural-language criteria into a scored, ranked list of target accounts ready to work. |
| **Resurrect Lost Deals**   | Identifies what's changed since you lost each deal. Drafts re-engagement for the ones worth going back to. |
| **Research & Write Outreach** | Researches each prospect, scores ICP fit, and drafts personalized first-touch email and LinkedIn DM — tone auto-selected by seniority. |

### Know your deals

Walk into every deal knowing who controls it and how they think.

|                           |                                                                                     |
|---------------------------|-------------------------------------------------------------------------------------|
| **Map Buying Committee**  | Cross-references org signals, LinkedIn, and email metadata to surface everyone who controls the deal — including the ones you don't know about yet. |
| **Find Next Best Action**  | Scans your full pipeline and surfaces the highest-priority action per deal, with a drafted message ready to send. |
| **Extract Buyer Language** | Mines your deal history for exactly how your buyers describe their problems. |
| **Prep for Meeting**      | Synthesizes full account context into a pre-call briefing: relationship history, open items, competitive signals, recommended angles. |
| **Write Post-Meeting Follow-Up** | Drafts your follow-up immediately after a meeting: key points, confirmed next steps, open questions. Ready before you close your laptop. |
| **Create / Update Opportunity from Meeting** | Creates or enriches an opportunity from meeting context. Keeps your CRM current without manual entry. |

### Win the deal

Turn everything Lightfield knows about a deal into something you can send.

|                           |                                                                                     |
|---------------------------|-------------------------------------------------------------------------------------|
| **Draft Proposal**        | Turns deal context into a finished proposal: executive summary, solution mapped to discovery, pricing, terms. Filed to the opportunity. |
| **Draft Sales Deck**      | Generates a tailored deck for a specific audience or stakeholder group. Attaches to the opportunity. |
| **Qualify Deal**         | Scores the deal against MEDDPICC or your custom framework. Surfaces gaps, risk flags, and recommended next steps. |

### Run your GTM

Keep your finger on the pulse of every account, every rep, every quarter.

|                           |                                                                                     |
|---------------------------|-------------------------------------------------------------------------------------|
| **Account Health Score**   | Generates a Green/Yellow/Red health report per account: contributing factors, churn risk indicators, recommended interventions. |
| **Generate Pipeline Report** | Builds your pipeline report on demand: forecast roll-up, activity gaps, stage conversion, rep scorecards. |
| **Draft Case Study**       | Builds a structured case study from account data and interview notes. Writes to your Knowledge base for reuse in decks and proposals. |

## 3 things worth knowing

**Setup is minutes.** Connect your calendar and email to Lightfield, run a Skill from the pre-built library, and you'll have output before your next meeting. No implementation project. No consultants. No custom fields to configure.

**You don't need to build Skills from scratch.** The Skills Bank covers the most common workflows out of the box. Start there. Customize when you know what you want to change.

**The context graph gets better over time.** Every captured interaction — email, meeting, transcript — sharpens Lightfield's understanding of every relationship. Skills run better on month-three data than day-one data. The system compounds.

### Put your CRM to work for you.

Sign up for Lightfield, connect your email and calendar, and run a Skill. See what your CRM can actually do.