Sales
Account Snapshots
Provide a holistic 360° customer view by centralizing access to data across CRM, Slack, tickets, usage data, and comms tools.
Account Snapshots
Show me a 360-degree view of [Customer Name] by looking across platforms that mention them, including our CRM, Slack, Jira tickets, and any usage data we might have.
Outreach Drafting
Draft targeted outreach by synthesizing prospect history, similar customer profiles, and internal references.
Outreach Drafting
Draft a personalized outreach email for [Prospect Name] by synthesizing their contact history in the CRM, related internal notes, and success stories from similar customers.
Competitive Intel
Centralize competitive intelligence by aggregating data from battlecards, calls, and win/loss analyses.
Competitive Intel
Summarize our competitive position against [Competitor] by aggregating data from all battlecards, recent calls in Gong, and win/loss reports in our shared drive.
Account Reporting
Accelerate weekly progress summaries detailing account movement, roadblocks, and required attention.
Account Reporting
Generate a weekly progress summary for my accounts, detailing account movement from the CRM, identified roadblocks from support tickets, and required attention noted in Slack.
Proposal Support
Expedite proposal and RFP response by instantly retrieving relevant specs, past submissions, and case studies.
Proposal Support
Retrieve all relevant specs, past RFP submissions for [Product Line], and case studies from the Marketing drive to expedite this proposal response.
Lead Enrichment
Shorten lead qualification and enrichment by checking fit against existing knowledge of prospect, contact history, and insights on existing customers.
Lead Enrichment
Qualify [Lead Name] and enrich their profile by checking fit against existing knowledge, contact history in Salesforce, and insights on successful customers.
Onboarding Acceleration
Leverage a unified, curated knowledge hub to accelerate onboarding and shorten time-to-first-deal.
Onboarding Acceleration
Access the curated sales onboarding knowledge hub to find all training modules, pricing documents, and pitch decks needed to close a deal in [Region].
Content Authority
Guarantee answers and collateral are accurate, relevant, and based on the current “single source of truth,” eliminating version sprawl and the risk of using outdated materials.
Content Authority
What is the current, approved pricing for [Product Tier] as defined in the master pricing sheet, ignoring any draft documents?
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