Live Session: How AI is Transforming Pipeline Management for Corp Dev

March 31st, 11 AM ET

Pipeline management is getting more complex, and manual tracking can’t keep up.

Deal updates live in email threads. Follow-ups get buried. Revenue and timeline changes are discussed, but not always reflected in the tracker. Over time, the pipeline drifts from reality.

In this 22-minute live session, we will unveil AI for Pipeline Management and show how modern Corp Dev teams keep their pipeline current without manual upkeep.

Here’s what you’ll learn:

  • How AI connects email threads directly to your pipeline
  • How updated deal data is detected and surfaced without copying and pasting
  • How follow-ups from conversations become structured, trackable tasks
  • How live AI-generated deal summaries give instant visibility into where deals stand
  • How reducing manual upkeep improves execution discipline and reporting confidence

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Speakers

Dave Fields
Director of Customer Success
Jesse Tremblay
VP of Product

Jesse Tremblay is VP of Product at DealRoom, where he’s passionate about creating software that makes Buyer-Led M&A™ faster, easier, and more impactful. He focuses on building tools that truly help buyers take control of the deal process.

With 15+ years in product and UX at companies like RunKeeper, Hudl, and HubSpot, Jesse loves solving real problems for users and turning complex workflows into simple, usable experiences.