Sales Agent
Combines documents, news, and conversations and makes them available with one click before the meeting with the client.
Key Features
Everything you need to know about your client before the meeting starts
Client dossier generation
Automatically compiles comprehensive client profiles from multiple sources including past interactions, company data, and market intelligence.
Meeting preparation summaries
Creates concise briefings with key talking points, potential objections, and tailored opportunities for each meeting.
CRM integration
Connects with your CRM to pull historical data.
Real-time updates
Monitors news, social media, and industry reports to provide the latest trends.
Use Cases
Where the Sales Agent makes the biggest impact
Enterprise sales teams
Equip large sales teams with consistent, up-to-date client intelligence to improve conversion rates and deal sizes.
Account management
Help account managers stay on top of client developments and identify upselling or cross-selling opportunities.
Consulting
Prepare consultants with deep client insights to deliver more relevant solutions and build stronger relationships.
Get ready for your best meeting yet
Request a demo and see how the Sales Agent can transform your client meetings.