Today’s CRMs don’t sell. They trap reps in admin work, bury them in bad data, and slow deals down. We replace the broken process with AI Agents that orchestrate the entire sales journey — freeing your team to focus on relationships, execute better meetings, and close more deals.
Recent ActivityView form submissions, email activity, and other buyer signals
TechFlow Solutions
Revenue Operations Automation
📍 HQ: San Francisco, CA
9:00 AM
(30 min)
📧
Last Activity
Email opened - 'ROI Calculator Results' - 2 days ago
📝 Form Submission
Requested demo via 'Book a Demo' form - interested in automation for 50+ sales team
Key responses:
Current team size? 52 sales reps
Biggest challenge? Manual lead routing and follow-up tracking
+2 more
🔵 Salesforce Opportunity
TechFlow - RevOps Platform Implementation
Discovery • $45,000
👥 Contact Info
Sarah Chen
VP of Sales Operations +2 attendees
💡 Talk Track
Strong fit for mid-market automation bundle given 150+ sales team and active RevOps hiring
🎯
Recent Activity Intelligence
AI tracks all prospect interactions to understand engagement and intent:
Email opens show content interest
Form submissions reveal pain points
Website behavior indicates readiness
Activity timeline shows momentum
Salesforce DataView opportunity data and deal status information directly from Salesforce
TechFlow Solutions
Revenue Operations Automation
📍 HQ: San Francisco, CA
9:00 AM
(30 min)
AI
🔵 Salesforce Opportunity
TechFlow - RevOps Platform Implementation
Stage: Discovery • Value: $45,000 Close Date: Q4 2024 • Probability: 65% Next Steps: Technical requirements review Competition: HubSpot, Outreach
📧 Recent Activity
ROI Calculator Opened
Email opened 2 days ago
📝 Form Submission
Demo Requested
50+ sales team automation
SC
Sarah Chen
VP of Sales Operations
+2 attendees
💡 Deal Insights
Mid-stage opportunity with strong engagement. Focus on ROI and implementation timeline to advance to proposal.
⚡
Salesforce Integration
AI automatically syncs with your CRM to provide complete deal context:
Opportunity details and stage progression
Deal value and probability scoring
Competitive landscape analysis
Historical interaction timeline
Next steps and follow-up actions
Company & ContactsView company and contact info for your upcoming meetings
TechFlow Solutions
Revenue Operations Automation
📍 HQ: San Francisco, CA • Series B • 150-200 employees
9:00 AM
(30 min)
SC
Sarah Chen
VP of Sales Operations
📧 sarah.chen@techflow.com • 📱 (415) 555-0123
🔗 2+ years at TechFlow • Previously at Stripe, Segment
Primary Contact
👥 Meeting Attendees
Sarah Chen - VP Sales Operations (Decision Maker) Mike Torres - Sales Director (Key User) Jessica Liu - RevOps Manager (Technical Evaluator) All attendees have Salesforce admin experience
🏢 Company Intelligence
Industry: B2B SaaS Platform Funding: Series B ($25M raised) Growth: 40% YoY revenue growth Tech Stack: Salesforce, HubSpot, Slack Hiring: 3 open RevOps positions
💼 SaaS👥 150-200 employees📈 Series B🚀 Scaling rapidly
🎯 Key Stakeholder Strategy
Sarah is the economic buyer with proven RevOps expertise. Mike needs operational efficiency. Jessica requires technical integration details.
👥
Contact Intelligence
AI enriches contact data from multiple sources to build complete profiles:
Professional background and experience
Decision-making authority and influence
Company context and growth stage
Team structure and key stakeholders
Technology preferences and expertise
1 of 3
Your Complete AI Sales Team
Deploy specialized AI agents that handle every aspect of your revenue operations, from lead qualification to deal closure.
Meeting AI
An auto-generated snapshot of attendees, account data, and tailored discovery prompts for every meeting.
Discovery AI
A coach that listens in on customer calls and whispers the next-best question to every rep, in real-time.
CRM AI
A background assistant that queues up opportunity hygiene with the close amount, date & more for one-tap Salesforce updates.
Meeting AI
Automate Pre-Meeting Research
Meeting AI automates prospect and customer research to ensure you are prepared and can spend time having high-value interactions that drive closed deals. Learn more.
Discovery AI empowers your team with real-time guidance, analyzing live customer conversations and whispering the most relevant follow-up questions directly to each rep. It’s like giving every seller the instincts of your top performer, scaling smarter discovery across every interaction.
CRM AI takes the grunt work out of pipeline hygiene by acting as an invisible assistant that works in the background. It intelligently prepares your Salesforce records with the right amount, projected close date, key tasks, and contact roles—so reps can make updates with a single tap.
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