Meeting AI automates prospect and customer research to ensure you are prepared and can spend time having high-value interactions that drive closed deals.
Leveraging the power of artificial intelligence, Meeting AI supplies users with comprehensive insights on companies and contacts ahead of scheduled meetings. Utilize activities and details from our Salesforce integration, to enhance preparedness, build meaningful connections, and drive better outcomes.
Meeting AI eliminates hours of research and suggests the most relevant customer data to help you drive action and revenue in every meeting.
Raise the bar for customer experience through AI. Ensure every rep is prepped to deliver value with personalization.
Automate and scale the meeting prep methods of top reps, enabling the entire sales team to drive more sales.
Engage in more productive and impactful client meetings by automating meeting prep and research to ensure a high level of preparedness.
Accelerate sales and close more deals by running efficient meetings. Get the intelligence needed through automated meeting prep, ensuring it gets done without sacrificing your valuable time.
Save hours on pre-meeting research and preparation by leveraging the power of AI, coupled with your Salesforce activity data. No need to worry about a lack of prep time anymore.
Meeting AI ensures limited prep time will never compromise your client experience. By streamlining pre-meeting research, you can eliminate unnecessary and off-putting discovery questions.
Bring your customer and pipeline data right to your email inbox.
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
Know exactly what happens to your attachments after you hit send.
See who opens your emails and clicks your links for timely, focused follow up.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Communicate with prospects and customers at scale.
No, Meeting AI does not have any dependency on Salesforce.
As of initial beta testing, data is being sourced in two primary ways:
No, there will be both automated and manual options for running research on meetings and emails.
When research completes successfully the meeting will be a rich blue block. Clicking this will take you to the research results page.
Any meetings researched through the sidebar will also appear in the calendar UI when research has completed successfully.
You can start by scheduling a demo or signing up for a free trial directly from the Cirrus Insight website.