Give every seller the context to act at the right moment.
Connect CRM data, account activity, conversations, product knowledge and engagement signals so your sales AI peer can prepare reps, prioritise opportunities and keep deals moving.
Sales AI Peer
Connected revenue context
CRM
Calls
Engagement
Product
Sales asks
Which accounts need my attention today?
Recommended next actions
Sales AI is more useful when it sees the whole account story.
Bring account history, conversations, engagement, product knowledge and opportunity data together before asking AI who to prioritise or what to do next.
CRM records
Call history
Email activity
Intent signals
Product content
Deal history
Sales AI Peer
Use connected revenue context to prepare, prioritise, engage and move the next sales action forward.
Why sales teams lose momentum.
More sales tools do not automatically create better pipeline. Reps lose time when context is fragmented, follow-up is manual and the next best action is unclear.
Scattered context
CRM notes, conversations, engagement signals and product information often live in different places.
Slow follow-up
Manual summaries, email drafting and task creation can delay the follow-up that keeps an opportunity moving.
CRM admin
Logging notes, creating tasks and updating records takes time away from customer conversations and deal progression.
Missed buying signals
High-intent activity can be overlooked when account behaviour and engagement signals are not connected to the seller workflow.
Support sellers before, during and after every conversation.
Use one connected sales peer to support research, meeting preparation, engagement, follow-up and the workflow actions that move opportunities forward.
Research
Summarise account history, customer context, product interest and relevant engagement before outreach.
Prioritise
Bring fit, engagement and opportunity context together to identify which accounts deserve attention first.
Prepare
Prepare meetings with account history, likely priorities, recent activity and recommended talking points.
Engage
Draft personalised emails, outreach messages and conversation follow-ups from approved customer and product context.
Follow up
Turn conversations into summaries, next steps, reminders and timely follow-up without rebuilding the context manually.
Advance
Update CRM records, create tasks and surface missing next steps so deal momentum does not disappear between interactions.
Give your sales team an AI peer that understands your sales motion.
Connect account knowledge, customer activity and sales workflows, then shape the peer around your qualification criteria, product context and sales process.
Discuss your sales workflowPrepare every conversation
Summarise account history, engagement, open opportunities and relevant customer context before meetings and outreach.
Prioritise opportunities
Use connected fit and engagement signals to focus sellers on the accounts and next steps that need attention.
Reduce sales admin
Draft summaries, CRM updates, tasks and follow-up content from the customer context already gathered.
Keep deals moving
Surface missing next steps, stale opportunities and timely actions before valuable conversations lose momentum.
Build practical AI workflows across your sales motion.
Start with one high-friction sales task and expand into connected workflows as your team identifies where AI can remove admin and improve execution.
Account research
Summarise company context, CRM history, engagement and likely priorities before sellers begin outreach.
Lead prioritisation
Bring account fit and buying signals together to identify prospects and opportunities that deserve attention.
Meeting preparation
Prepare sellers with account summaries, recent activity, open issues and recommended discussion points.
Personalised follow-up
Draft relevant follow-up emails using the conversation, opportunity context, approved messaging and next step.
Proposal support
Build proposal outlines from customer requirements, approved product information and relevant sales context.
Pipeline visibility
Surface stalled opportunities, missing next steps and priority accounts before momentum drops.
Ask once. Get context from the sales stack.
A sales peer can combine CRM records, conversations, engagement and opportunity data, then turn them into a clear recommendation.
Sales Peer
AI agent · Connected sales context
Which accounts should I prioritise today?
Connected sources checked
Prioritise Acme, Northline and Vertex. All three have recent engagement, open opportunities and incomplete next steps that need seller action.
What should I do next?
Send Acme the integration case study, schedule a technical follow-up with Northline and confirm Vertex’s procurement timeline before the opportunity goes stale.
Connect AI to the systems your sellers already use.
Bring account context, customer conversations and operational sales tools into connected workflows instead of creating another isolated assistant.
Discuss your sales stackCRM & opportunity data
Use account, contact and opportunity records as part of the context sellers rely on for daily decisions.
Conversations & meetings
Bring call notes, meetings and customer conversations into preparation, follow-up and account context.
Engagement & intent
Use campaign, website and account activity as additional signals when deciding what deserves attention.
Sales workflow automation
Move recommendations into CRM updates, tasks, reminders, follow-ups and repeatable sales workflows.
Start with one sales workflow, then expand.
You do not need to automate the whole sales process at once. Start where sellers lose the most time or context and build from there.
01
Connect sales knowledge
Bring together CRM data, product information, engagement signals and customer context your sellers already use.
02
Define the sales peer
Shape it around your sales motion, qualification criteria, product context, tone and approved messaging.
03
Automate the next action
Move from answers to workflows including follow-ups, CRM updates, task creation and opportunity actions.
Help sellers spend more time moving opportunities forward.
Build sales AI peers that understand customer context, support seller workflows and turn scattered signals into practical next actions.