Sales Enablement
Sales Enablement Use Cases
Buyer Move AlertsProactively re-engage trusted relationships at new accounts to drive pipeline generation and improve meeting creation.
CRM Auto-EnrichmentDelivering cleaner, more complete records with less manual cleanup, improving lead routing, personalization, and conversion speed while reducing bounces, duplicates, and data drift.
Case Study MatcherThis tool searches your Knowledge Base and connected repositories to return ranked, matching customer stories tailored to each buyer’s profile.
Census-to-Quote Template ConverterThis tool transforms messy employee census files into accurate, quote-ready submissions in minutes, eliminating manual cleanup and accelerating turnaround times across all benefit lines.
Competitor Mention AlertsInstantly alert teams to competitor mentions, gain visibility into competitive pressure, and prioritize at-risk deals.
Conversation Lead QualifierEnsuring consistent, evidence-based qualification and scoring that improves forecast accuracy and pipeline hygiene while accelerating truly qualified deals by transcribing sales calls and extracting qualification signals.
Daily Sales Call BriefsEmpowering reps with concise, complete context for sharper conversations and clear next steps, by compiling all necessary information from calendar, CRM, emails, and past notes.
Deal and Customer Q&AGet complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records.
Financial Report Insight ExtractorAccelerate research, inform account strategy, and power targeted outreach by extracting executive priorities, growth drivers, risks, and KPIs from financial filings.
Multi-Threading Decision‑Maker FinderStreamline your sales process with verified contacts and improved meeting conversion.
New Lead Personalized Outreach WriterAutomate personalized first-touch outreach to new leads, boosting reply rates and speed-to-lead.
New Lead Research BriefAutomated research enriches signups from CRM, web forms, and other sources with comprehensive company insights and talking points.
Personalized Meeting Follow-UpsReps close loops faster, maintain consistent follow-through, and keep opportunities moving without extra admin work by converting call transcripts into buyer-specific recaps.
Pipeline Risk ScannerContinuously analyzes open opportunities to identify and address at-risk deals.
Post-Call CRM Field UpdatesAuto-transcribes and parses notes to extract qualification elements, then incrementally updates mapped CRM fields.
Pricing and Packaging RecommenderIngests buyer needs and recommends optimal tiers and add-ons with clear rationale.
Real-Time Lead ScoringImprove lead conversion rates and speed to engagement by focusing on the most promising leads.
Sales Call Action CaptureExtracts action items from calls, assigns owners and due dates, and integrates with team systems.
Sales Call Coaching AnalyzerOptimize sales coaching by automatically analyzing calls.
Sales Call Competitor ResearchDetects competitor mentions on calls, then automatically researches those competitors and compiles concise counter-argument briefs, pushed to the CRM and meeting notes.
Sales Data Q&A AnalysisAnswers plain-language questions on granular sales data by auto-querying connected files, tables, and logs, running the right calculations, and returning concise summaries with charts.
Sales Leadership Executive SummaryCompiles weekly summaries from CRM pipelines, forecasts, meeting transcripts, and revenue KPIs, delivering a source-linked report on progress, risks, and trends.
Searchable Sales Call MemoryCaptures and transcribes sales meetings from calendar invites, extracts next steps and MEDDICC fields, links back to call recordings and notes, and makes the content searchable with source citations in…
Spec Normalization and Compliance SelectionStreamline quoting, reduce risks, and ensure consistent documentation for your configurations.