How the Quarterback knows
He reads every deal you have ever won, learns what moved it, and works every open deal against that. Here is how.
The Quarterback is a coworker who sits on top of the CRM you already have. He does not replace Salesforce or HubSpot. He reads everything in them, and he adds the one thing they were never built to show: how a deal moves over time.
He works where your team already works. Inside the CRM, in Slack, in the browser, and inside the AI tools they already use, like Codex and Claude.
The quarterback lives where your team works.
He learns from the whole deal, not a snapshot
Every deal is a path. It opens, it moves through milestones, it speeds up, it stalls, it closes or it dies. That path is the trajectory, and it is the thing no CRM records. Your CRM has every activity and every stage change sitting in a table. It just never connects them, so the motion is never assembled.
The Quarterback assembles it. For every deal you have won, he has the full trajectory: which milestones the winners hit, in what order, and how long each step took. That is what "what wins here" means. Not a methodology. The actual shape of your own won deals.
The Deal's Momentum
He argues it out with your rep.
Building a plan with the Quarterback.
The Quarterback does not hand the rep a checklist. He opens a conversation. Based on how your winning deals moved, he proposes the milestones this deal should hit and when. The rep pushes back, adjusts, rejects what does not fit. What they settle on becomes the plan, and because the rep authored it, it is his.
The rep commits to milestones, not to activities. How he gets there is his craft. And a plan can always be revised: when a deal changes, the milestone moves, out loud, in the conversation. There are no missed steps, only a plan that stays current.
He keeps the pace.
Activity metrics tell you who is busy. Dynamiks measures Impact: the inferred dollar value of every action, attributed to the rep who took it. Each rep sees their weekly Impact history and their position on the leaderboard, which moves continuously as the team operates. The rep leading at 9am may not be leading at noon. Managers see the same picture across the whole team.
The morning brief.
The live leaderboard
Every rep's Impact, live. By default the team sees the three leaders, the podium, refreshed as deals move. A manager who wants the full ranking can turn it on. It is the first B2B leaderboard ranked by value created rather than activity logged, because it is the first one built on the motion of the deals.
The team sees what a rep's work was worth. Only the rep sees what the work was. You are measured on the value you create, never on the keystrokes.
The live leaderboard.
How he knows
Everything the Quarterback needs is already in your CRM. Every activity, every stage change, every timestamp. But each record sits alone. Nothing connects one to the next, so the motion is never built. The data for the film exists. The film is never made.
A self-driving car cannot decide anything from one photo of the road. It needs the trajectory: where things are, and where they are heading. A CRM snapshot is that single photo. The Quarterback needs the whole trajectory for the same reason the car does, and he learns across every step of the deal to build it. This is temporal difference learning, the same class of technology a self-driving car uses to understand a trajectory rather than a single frame. He understands the motion. He does not seize the wheel.
Two units no CRM has ever had
From the trajectory he derives two things that exist in no other CRM. Impact and Momentum are proprietary to Dynamiks.
Impact is the dollar value of an action. Not a fixed one. A reply within the hour is worth more than silence for a week. A message that books a meeting is worth more than one that gets deferred. He prices each action by what it changed. And inaction is not zero: when nothing moves, the pipeline quietly loses ground.
Momentum is the velocity of a deal. Impact accumulates into Momentum. When you act, it builds. When you wait, it drains.