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Seller Context helps Dealtree understand what you sell, who you sell to, and how your product creates value. This information is used to generate more relevant buying committee analysis and action plans for your target accounts. Before creating account intelligence, it is recommended that you complete your Seller Context first.

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Pre-conditions

Before setting up Seller Context, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Basic information about your product or service

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Why Seller Context Matters

Dealtree uses Seller Context to understand your business before analyzing a target account. For example, the buying committee for a sales intelligence platform may look different from the buying committee for a cybersecurity product, CRM tool, marketing service, or consulting offer. By adding your product details, Dealtree can better identify relevant stakeholders, suggest likely buyer roles, and recommend practical next steps.

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Information You Need to Add

In the Seller section, you can add details such as:
  • Product name
  • Product category
  • Product description The more clearly you describe your product, the better Dealtree can understand your selling motion.

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Steps to Set Up Seller Context

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Seller Section

From the left sidebar, click Seller. This will open the Seller Context page.

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Step 3: Add Your Product Name

Enter the name of the product or service you are selling. For example: Dealtree

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Step 4: Add Your Product Category

Enter the category that best describes your product. For example: Account Intelligence Platform You can use a simple category such as CRM, sales intelligence, email marketing, cybersecurity, analytics, consulting service, or lead generation agency.

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Step 5: Add Your Product Description

Write a short description of what your product does and who it helps. For example: Dealtree helps sales teams generate org charts, map buying committees, and create multi-threaded action plans to close B2B deals faster. Try to include:
  • What your product does
  • Who it is for
  • The main problem it solves
  • The outcome customers get from using it

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Step 6: Save the Seller Context

After entering the details, click Save or Update to store your Seller Context. Once saved, Dealtree can use this information when generating buying committee insights and action plans.

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Important Notes

  • Set up Seller Context before generating buying committees or action plans.
  • Keep your product description clear and specific.
  • Update Seller Context whenever your positioning, product category, or target customer changes.
  • A vague product description may lead to less relevant recommendations.
  • Seller Context does not need to be long. A focused description is usually better than a generic one.
  • If your team sells multiple products, use the context that best matches the accounts you are currently analyzing.