FAQs
Is the tool fully configurable to reflect my company’s best practices?
Yes. iSEEit was designed to empower you to follow your sales process and best practices on Salesforce. While it comes with MEDDIC out-of-the box, iSEEit offers you the flexibility to completely configure the qualifiers and checkpoints with a variety of data types such as free text, dates, contact tagging and pick lists.
How will my company’s data be stored and will iSEEit have access to my company’s data?
As iSEEit is a native Salesforce app, all data is stored within Salesforce. All data is secured by Salesforce SSO and the permission rights for respective users. iSEEit will not have access to your data. You may choose to grant access to iSEEit specialists for a limited period for setup and configuration purposes.
What does the implementation process look like?
Our team will send you a configuration spreadsheet for you to edit and fill out. This spreadsheet will serve as the configuration file during the installation. After that, iSEEit will be installed as a managed package on your Salesforce instance via an AppExchange link.
Do I have to use the MEDDIC/MEDDPICC sales methodology?
No. Although iSEEit comes with MEDDIC/MEDDPICC out-of-the-box, it can be configured to any sales methodology you use (eg. The Challenger Sale, Solution Selling, IMPACT or your own methodology)
Does iSEEit work on any other CRM?
iSEEit only supports Salesforce at this point.
Will I have access to 24/7 support?
iSEEit offers comprehensive support via email with SLAs based on the severity of issues.
Will a training session be provided after installation?
End-user and admin training is included if the Full-Service Tier for onboarding is selected. Sales methodology training can be requested separately and will be conducted by one of our training partners at an additional cost.
Can iSEEit integrate with other Salesforce apps?
iSEEit uses native Salesforce functions and custom objects. Therefore, any 3rd party application that works with these components can also be easily integrated.
Is iSEEit a good solution for both enterprises and SMBs?
Yes. iSEEit is ideal for Enterprise, Medium and Small businesses.
What is the difference between a full-time license and a read-only license?
Full-time licenses are for users who work extensively on iSEEit and engage in activities like data entry and sales campaign planning. These profiles typically include sales representatives, their managers and administrators. Read-only licenses are for users who primarily read the data and occasionally add information. These profiles typically include executives or sales-supporting personnel.
Is there a pilot?
Yes, it’s possible to run an iSEEit-led pilot. The pilot will be supported by dedicated managers.
Sales Ai FAQs
What is iSEEit Sales AI?
iSEEit Sales AI is an AI-powered solution that captures, consolidates, and structures sales insights from calls, emails, and meetings. It automatically updates Salesforce and iSEEit fields, providing sales teams with qualified deal insights and leaders with accurate forecasting data.
What problems does Sales AI solve for sales teams?
Sales AI eliminates manual data entry, improves deal qualification, and ensures consistent MEDDIC adoption. It frees reps from administrative work while giving leaders and operations teams reliable, real-time deal insights.
Sales Reps: Sales AI consolidates data from emails, calls, and calendars, extracts qualification info, adds contacts with interests, and compiles next steps—all linked to accounts, opportunities, and contacts. It automatically updates CRMs like Salesforce (HubSpot and others planned).
Sales Leaders: Gain aggregated visibility across the pipeline with scoring on Engagement, Progression, and MEDDIC Qualification. Sales AI highlights risks, deal changes, and includes a chat assistant for deeper insights.
Sales Enablement: Gain visibility into client engagement, methodology readiness, and product knowledge to tailor coaching and training.
Sales Operations: Access consistent, clean data for reporting, forecasting, and KPI management without chasing updates.
How is Sales AI different from a CRM or analytics tool?
Unlike traditional CRMs that depend on manual updates, Sales AI integrates with your existing CRM to automatically capture and structure deal information from daily activities—calls, emails, and meetings. It enriches CRM data around accounts, opportunities, and contacts with MEDDIC qualification details, contact insights, activities, and next steps. Sales AI continuously gathers and updates data, turning unstructured communication into actionable deal intelligence leaders can trust.
Who can benefit from using Sales AI?
Sales reps, account managers, and customer success managers use it to save time and qualify deals more accurately. Sales leaders, operations, and enablement teams rely on it for forecasting, pipeline visibility, and performance coaching.
How does Sales AI support MEDDIC and other sales methodologies?
Sales AI detects key MEDDIC elements from calls and emails, maps them to opportunities, and flags missing qualification data—ensuring consistent methodology application across teams.
How does Sales AI capture insights from calls, emails, and meetings?
Sales AI integrates with Zoom, Microsoft Teams, Gong, Outlook, and Gmail to capture and analyze interactions. Using NLP, it extracts MEDDIC data, key actions, and next steps. During customer-hosted meetings, the Sales AI Notetaker joins to record, transcribe, and summarize calls—identifying insights and follow-ups automatically.
Can Sales AI consolidate information from multiple opportunities or accounts?
Yes. Sales AI unifies communication, insights, and activity across multiple opportunities and accounts. Account managers and CSMs can manage complex relationships easily. It also researches public data to gather company insights—size, model, industry—creating a full picture for new opportunities.
How does Sales AI help sales managers coach their teams?
Sales AI highlights risks, qualification gaps, engagement cadence, and relationship depth across contacts. It shows how often reps engage with decision-makers and provides data-driven insights so leaders can coach based on facts, not assumptions.
How does Sales AI improve forecast accuracy?
Sales AI updates qualification data, deal status, cadence, and progress, keeping pipelines accurate. It flags blind spots and missing qualification criteria while tracking engagement consistency, enabling data-backed forecasts and proactive risk management.
How can Sales AI help customer success teams?
Sales AI tracks renewals, upsell signals, and customer sentiment across communications. It monitors public data for job changes in accounts and alerts CSMs to act early—maintaining continuity, identifying churn risks, and uncovering expansion opportunities.
Can Sales AI detect buying signals and risks in real time?
Yes. It analyzes engagement data to detect buying signals and risks—like urgency, budget confirmation, and competitive pressure—while spotting early warnings like reduced contact frequency or stalled communication.
Does Sales AI integrate with Salesforce and iSEEit?
Yes. Sales AI integrates natively with iSEEit on Salesforce, auto-populating MEDDIC fields, notes, and next steps. It supports SSO, data synchronization, and embedded views. Existing iSEEit users benefit from end-to-end integration.
What other tools does Sales AI connect with?
Sales AI integrates with Zoom, Teams, Gong, Outlook, Gmail, Google Calendar, and Microsoft Calendar, capturing insights wherever sales conversations happen.
Can Sales AI work with Gong or other conversation intelligence tools?
Yes. Sales AI complements Gong by extracting structured MEDDIC data, action items, and insights from recorded calls—extending their value into qualified opportunity data and CRM updates.
How long does implementation take?
Implementation is fast—most customers go live in days. Integrations for Salesforce, iSEEit, and communication tools are out-of-the-box, requiring minimal IT effort.
Do users need to train or configure the AI?
No training is needed. Sales AI uses pre-trained models optimized for MEDDIC and sales qualification. Customers can add terminology and product names so the AI understands their context better.
Is my data secure when using Sales AI?
Yes. Sales AI follows enterprise-grade standards including encryption, role-based access control, anonymization, and compliance with GDPR and ISO 27001.
Where is the data stored?
All data is securely stored in your Salesforce environment or approved cloud infrastructure with access control and encryption.
Does Sales AI process or store call recordings?
Sales AI analyzes transcripts and notes, not raw recordings. After 60 days, only encrypted aggregated information is stored to protect sensitive data.
How quickly can teams see results from Sales AI?
Teams see results in 2–4 weeks: faster data entry, cleaner pipelines, and improved coaching. Consolidated deal views, action tracking, and a chat assistant boost productivity and adoption.
How does Sales AI reduce admin work for reps?
Sales AI captures qualification data, generates meeting notes and next steps, and updates KPIs inline in the forecast view – reducing manual work and meeting prep.
What kind of reporting or dashboards does Sales AI provide?
Sales AI includes dashboards for reps, managers, and executives showing deal health, forecast confidence, engagement quality, and MEDDIC adoption.
How does Sales AI ensure data accuracy and consistency?
Sales AI consolidates and verifies insights across calls, emails, meetings, and CRM data, ensuring a single, accurate source of truth for every opportunity.
