Sales AI NEW
An AI-powered sales operating system
Sales AI is an AI sales assistant that auto-captures conversations from the tools you already use, qualifies every deal with MEDDPICC, and writes structured data back to Salesforce. Reps stay focused on selling, and leaders get data they can trust.
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How it works
From conversation to clean CRM data
Sales AI connects to the tools your team already uses.
Auto-captures
Information from every sales call, email and calendar entry, including notes from the Sales AI Notetaker in customer-hosted meetings.
Consolidates & qualifies
Maps every signal to MEDDPICC, flags risks and missing data, and suggests the next steps.
Auto-updates your CRM
Writes structured data back to Salesforce and keeps it clean, so nobody retypes their notes.
Features
Everything about a deal, in one place
Consolidated deal view
A single source of truth for every deal
Calls, meetings and emails in one view, with the MEDDPICC framework applied across every touchpoint. Chat with the AI to get client history and engagement in one click.
- For reps: consistent data across opportunities
- For ops: a 360° view of every opportunity
- For leaders: reliable deal information in real time
Overall deal health
See which deals advance, stall or are at risk
Qualification depth, stakeholder engagement, sentiment and stage progression in a single real-time view.
- Early intervention to prevent deal slippage
- Spot stalled engagement or weak stakeholder alignment
- Less false optimism, more reliable forecasts
Faster deal qualification
MEDDPICC evidence, captured for you
Sales AI maps each signal from calls and meetings to the right qualification checkpoint, highlights gaps and risks, and recommends clear actions.
- Consistent methodology adoption
- Reps always know what is missing and what to do next
- Managers handle pipeline risk proactively
Unified conversations
Meetings, to-dos, emails and next steps together
One shared workspace, with clear status for what is scheduled, pending and completed. Every interaction is tied to the deal.
- Never miss a follow-up or next step
- Instantly see what is done and what is pending
Smart AI summaries
Every call documented and coached
Shareable summaries with insights, action items and agenda, plus instant post-call feedback on talk time, objection handling and question quality.
- Smarter call prep and follow-ups
- Real-time deal insight without relying on memory
Ask AI anything
Answers about any deal, instantly
Ask about pipeline status, client history, risks, engagement gaps or qualification strength, without digging through Salesforce.
- Instant data validation for reps
- Faster deal reviews for managers
Relationship mapping
Org chart: know your key buying circle
Building an org chart within your opportunity helps you understand your key buying circle and drive meaningful discussions around them. Knowing who the sales reps are talking to and how engaged they are with the relevant stakeholders, right within Salesforce, increases the chances of closing a deal on time.
- See reporting lines, roles and influence at a glance
- Spot champions, decision makers and missing contacts
- Changes sync to Salesforce automatically
Integrations
Works where your conversations happen
Live in days
Integrations are out of the box and need minimal IT effort.
No AI training needed
Pre-trained models optimized for MEDDIC. Add your own terminology and product names.
Enterprise-grade security
Encryption, role-based access control and anonymization, in line with GDPR and ISO 27001.
Empowers every sales role
Structure, clarity and alignment for the whole team
Sales reps
Calls, emails and calendars consolidated, qualification extracted and next steps compiled, all linked to the right account and opportunity.
Sales leaders
Pipeline visibility with scoring on engagement, progression and MEDDIC qualification, plus a chat assistant for deeper insight.
Sales operations
Consistent, clean data for reporting, forecasting and KPIs, without chasing updates.
Sales enablement
Visibility into engagement, methodology readiness and product knowledge to tailor coaching.
FAQs
Sales AI questions
Does Sales AI work without Salesforce?
Yes. Sales AI works standalone, and integrates with Salesforce, including MEDDIC on Salesforce, when you want CRM updates. HubSpot and other CRMs are planned.
How is Sales AI different from a CRM or analytics tool?
Traditional CRMs depend on manual updates. Sales AI captures and structures deal information from daily activities and enriches accounts, opportunities and contacts with MEDDIC qualification, insights and next steps.
Can Sales AI work with Gong?
Yes. Sales AI complements Gong by extracting structured MEDDIC data, action items and insights from recorded calls.
How long does implementation take?
Most customers go live in days. Integrations for Salesforce, iSEEit and communication tools are out of the box.
See Sales AI on your own deals
Book a short demo and see how Sales AI captures, qualifies and updates every deal.
