Use case · Competitive battlecards
Know who you are up against,
from the calls that named them
Nobody logs a competitor. They get mentioned on a call, in passing, and the deal changes shape. AnyCRM reads them there, builds the card from the record, and cites every claim back to the line a buyer actually said.
- Built from the deal's own calls
- Every claim quoted and dated
- Rebuilt when a new name appears
Deal intelligence
Sample dataOpen
AnyCRM. Deal intelligence.
Detected
A competitor appears on the deal, from the last call transcript. "We are running this alongside the team we already use in Manila." Operations Director, 12 June Competitive deal: incumbent named
Battlecard
The card, assembled from the record, auto-generated, cited. Where they win, Scale and price on voice, from the buyer's own words. Where you win, Languages and the AI containment plan. Their likely objection, Transition risk, raised twice on calls SWOT: Written. Five Forces: Written. Claims cited: All
Risk
A second competitor appeared in yesterday's transcript. Procurement mentioned a nearshore provider nobody on your side has heard on this account. The card you were about to take into Thursday's meeting is a card for the wrong fight. Card out of date.
Your call
Three moves offered: Rebuild the card around both competitors; Ask the champion directly who else is in; Keep the card and note the second name as unconfirmed. The card is a draft until you say otherwise.
Resolved
Card rebuilt for two competitors, Separate positioning for each, cited to the calls. Champion question drafted, One line, for the Thursday meeting. The card matches the deal as it is today. Both competitors positioned. Battlecard on the deal, not in a folder.
Deliverables
Battlecard, Both competitors, with the quotes behind each claim. SWOT and Five Forces, Generated from the same record. Read-only link, For the deal team. Filed on Pellworth Energy, activity logged, the champion question on Thursday's brief.
Close
The card is as current as the last call.
Pellworth Energy, where the incumbent was named on a call nobody flagged, and a second name appeared a week later.
How it works
Four steps, and none of them is typing.
- 1
Detected in the transcript.
Pellworth Energy
Sample“We are running this alongside the team we already use in Manila.”
Operations Director, 12 June
Competitive deal: incumbent namedA competitor named in passing on a call is picked up, attached to the deal, and the deal is marked competitive. Nobody had to remember to tick a box.
- 2
The card builds from the record.
Pellworth Energy
Sample- Cited
Where they win
Scale and price on voice, from the buyer's own words
- Cited
Where you win
Languages and the AI containment plan
- Cited
Their likely objection
Transition risk, raised twice on calls
SWOT
Written
Five Forces
Written
Claims cited
All
Where they win, where you win, their likely objection, and the structured views on top: SWOT and Five Forces, generated from the same record. Every line points at the call or the document it came from.
- 3
A new name rebuilds the card.
Pellworth Energy
SampleA second competitor appeared in yesterday's transcript.
Card out of dateWhen a second competitor appears in yesterday's transcript, the card you were about to use is flagged as a card for the wrong fight. Rebuild it around both, ask the champion directly who else is in, or keep it and mark the second name unconfirmed.
- 4
To the team, not a folder.
Documents
SampleBattlecard
Both competitors, with the quotes behind each claim
SWOT and Five Forces
Generated from the same record
Shared with the team
The card, the structured analysis and a read-only link, filed on the deal with the champion question on the next meeting's brief.
The risk beat
When something turns, it tells you and shows you the moves.
Here the turn is: A second competitor appeared in yesterday's transcript. Three moves were offered and a person took one: rebuild the card around both competitors.
Risk beat · AnyCRM AI
Sample data- 1
Detection
A second competitor appeared in yesterday's transcript.
- 2
Explanation
Procurement mentioned a nearshore provider nobody on your side has heard on this account. The card you were about to take into Thursday's meeting is a card for the wrong fight.
Card out of dateRaised the morning after the call - 3
Options
- Rebuild the card around both competitors
- Ask the champion directly who else is in
- Keep the card and note the second name as unconfirmed
- 4
Human choice
Rebuild the card around both competitorsA person presses one. Nothing is sent or written until then.
- 5
Resolution
The card matches the deal as it is today.
Every claim on it still cites the line that produced it, and the second competitor is in it because a transcript said so, not because someone guessed.
Both competitors positionedBattlecard on the deal, not in a folder
Where the answers come from
The record you already have.
A battlecard from a slide library is about a competitor in general. This one is about the competitor on this deal, assembled from the calls where the buyer talked about them.
Meeting transcripts
Where competitors are actually named
The deal record
Stage, value and what has already been proposed
Buyer objections
Counted across calls, not remembered from one
The output
The battlecard
Every line points back at one of these.
Your service lines
So where you win is a claim you can deliver on
Public signals on the competitor
Posture and positioning, with dates
Past deals against the same name
What worked, and what the buyer said afterwards
What you receive
Documents, not a dashboard.
A card your team can carry into Thursday, with the quote behind every line, and a question for the champion that the card itself raised.
See the full Sales Leaders pageThe battlecard
The battlecard
Positioning per competitor, with the quote on each claim
SWOT and Five Forces
SWOT and Five Forces
Generated from the same record, not written by hand
The champion question
The champion question
One line, for the next meeting
- LinkRead-only. Revoke any time.
A read-only link
For the deal team before they walk in
Why BPOs need this
What we heard, in their words.
The problem
We find out who else is bidding when we lose.
A sales leader
The problem
Our battlecards were written for a market, not for this deal.
An account executive
The problem
Half the claims on the card, nobody can say where they came from.
A bid manager
Questions
The honest answers.
How does it know a competitor is on the deal?
From the call. A name mentioned in a transcript is attached to the deal and the deal is marked competitive, without anyone filling in a field.
Are the claims sourced?
Every line on the card carries the call, the date and the quote behind it. A claim with nothing behind it does not go on the card.
What happens when the competitive picture changes?
The card is flagged as out of date the morning after the call that changed it, and you choose whether to rebuild, ask the champion, or note the new name as unconfirmed.
Does it name competitors publicly?
The card lives inside your deal. It is built for your team, and it is not published anywhere.
Give your team the unfair advantage.
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