High-Tech Intelligence & Deal Scoring Package

This package contains all components needed to implement comprehensive Account Intelligence and Opportunity Deal Scoring capabilities in Salesforce, specifically designed for high-tech companies like TogetherAI, Anthropic, and similar AI infrastructure providers.

Package Contents

1. Field Configuration (docs/01-FIELD_CONFIGURATION.md) - Complete field definitions, types, and setup instructions
2. Component Setup (docs/02-COMPONENT_SETUP.md) - Lightning Web Component configuration and page layout setup
3. Apex Classes (docs/03-APEX_DOCUMENTATION.md) - Backend logic documentation and API reference
4. Deployment Guide (docs/04-DEPLOYMENT.md) - Step-by-step deployment instructions
5. Sample Data (docs/05-SAMPLE_DATA.md) - Test data factory and seeding instructions
6. Demo Script (docs/06-DEMO_SCRIPT.md) - Recommended demo flow and talking points

Quick Start

1. Deploy Fields: Review and deploy custom fields (see docs/01-FIELD_CONFIGURATION.md)
2. Deploy Apex Classes: Deploy backend logic (see classes/)
3. Deploy Lightning Web Components: Deploy UI components (see lwc/)
4. Configure Page Layouts: Add components to Account and Opportunity pages (see docs/02-COMPONENT_SETUP.md)
5. Set Permissions: Assign permission sets (see permissionsets/)
6. Seed Sample Data: Create demo accounts and opportunities (see docs/05-SAMPLE_DATA.md)

Overview

This solution enables:

• AI-powered Account Intelligence with product usage analysis, technical stack insights, and growth strategy recommendations
• Deal Scoring with multi-dimensional scoring (Technical Fit, Scalability, Budget, Decision Velocity, Competitive Landscape)
• Market Signal Integration from Snowflake, AWS, GitHub, Crunchbase, TechCrunch, and Bombora
• Automated Opportunity Creation from expansion opportunities
• Visual Data Analytics with Tableau-style visualizations
• Case Intelligence for technical support scenarios

Key Features

Account Intelligence

• Relationship Strength scoring (0-10)
• Growth Potential assessment
• Product Usage & Expansion analysis
• Technical Stack & Market Intelligence
• 12-18 month Growth Strategy with phased plans
• Historical performance metrics
• Interactive expansion opportunity creation

Deal Scoring

• 5-dimensional scoring system (0-10 scale)
• Composite Deal Viability score
• Win Likelihood calculation
• AI-generated evidence narratives
• Market Signals & Intelligence panel
• Client Intelligence (LinkedIn, buying committee)
• Recommended Action Plans with task creation

Data Visualization

• Tableau-style metric cards
• Time-series charts (Snowflake, API, AWS, GitHub)
• Month-over-Month trend analysis
• Interactive data exploration

Architecture

Data Sources (Plausible Integrations)

• Snowflake: Product usage data, API call volumes, GPU hours
• AWS: Infrastructure metrics, compute costs, scaling patterns
• Crunchbase: Funding rounds, valuation, investor information
• GitHub: Code repository activity, commit frequency, tech stack
• TechCrunch: Recent news, product launches, partnerships
• Bombora: Buyer intent signals, research topics
• LinkedIn/ZoomInfo: Employee growth, buying committee mapping

Components

Lightning Web Components

• accountIntelligenceHT - Main account intelligence display
• accountIntelligenceHTGenerator - Intelligence generation interface
• accountSignalVisualization - Tableau-style data visualization
• dealScorecardHT - Deal scoring and analysis
• dealScorecardHTGenerator - Deal intelligence compilation
• caseIntelligence - Case intelligence and resolution planning

Apex Controllers

• AccountIntelligenceHTController - Account intelligence generation and historical metrics
• DealScoringHTService - Deal scoring calculation and evidence generation
• AccountSignalVisualizationController - Data visualization data provider
• CaseIntelligenceController - Case intelligence generation

Business Context

Target Companies

• AI infrastructure providers (TogetherAI, Anthropic, Cohere)
• High-tech SaaS companies
• Companies with API-based products
• Infrastructure-as-a-Service providers

Use Cases

1. Sales: Account intelligence for expansion opportunities, deal health scoring
2. Customer Success: Growth strategy recommendations, usage pattern analysis
3. Support: Case intelligence, technical issue correlation with product usage
4. Executive: Pipeline health, win likelihood, competitive positioning

Support

For questions or issues:

1. Review the documentation files in the docs/ directory
2. Check field definitions in fields/
3. Review Apex class documentation in docs/03-APEX_DOCUMENTATION.md
4. Consult the demo script for usage examples

License

This package is provided as-is for demonstration and educational purposes.

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Created: January 2026
Version: 1.0
Author: Charles Ensley