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AI-Powered Sales Augmentation
An AI-powered service that automates the research and preparation process for technical sales teams to support customer meetings. Our service integrates with your CRM, performs automated research on target companies, and generates detailed “Pre-Meeting Intelligence Packets” for your sales representatives.
We increase the efficiency and effectiveness of technical sales teams by automating time-consuming pre-meeting research and preparation. This allows sales representatives to focus more on selling activities and engage customers in more strategic, well-informed conversations.
Perfect for B2B companies with dedicated technical sales teams, focusing on medium-to-high value, complex sales cycles, and utilizing mature CRM systems like Salesforce, HubSpot, or Zoho.
What to Expect
Seamless Integration & Automation Workflow:
- Secure, read-only connection to your existing CRM system with privacy as top priority
- Trigger-based workflow activated by new meetings, deal stage advancement, or manual requests
- AI engine systematically gathers and analyzes data from public and proprietary sources
- Automated delivery via email, Slack, or direct CRM attachment
Comprehensive Research & Synthesis:
- Corporate information analysis including news, press releases, and earnings transcripts
- Company goals and strategic initiatives identification
- Executive interviews and public statements review
- Industry trends and competitive landscape analysis
- Key personnel data with professional histories and recent activity
The Pre-Meeting Intelligence Packet includes:
- Company-at-a-Glance Dossier: Mission, financial performance, products/services, and strategic priorities
- Key Stakeholder Briefs: Meeting attendees’ roles, backgrounds, and recent public activity
- Strategic Opportunity Memo: AI-generated analysis of 3-5 potential pain points and growth opportunities
- Customized Talking Points: Relevant questions and discussion topics based on research
- Draft Pitch Slides: Auto-generated presentation slides with customer logo and solution concepts
Measurable Business Results
- Increased Sales Team Productivity: Reduces time spent on manual research and administrative tasks
- Improved Win Rates: Better preparation leads to more effective meetings and higher conversion rates
- Shortened Sales Cycles: Faster identification of customer needs and progression through sales funnel
- Enhanced CRM ROI: Activates CRM data as a proactive tool for sales preparation
- Consistent Preparation Quality: Standardizes preparation depth across your entire sales team