Q&A

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sales AI integrates with Zoom, Teams, Gong, Outlook, Gmail, Google Calendar, and Microsoft Calendar, capturing insights wherever sales conversations happen.

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.

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.

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.

Yes. Sales AI follows enterprise-grade standards including encryption, role-based access control, anonymization, and compliance with GDPR and ISO 27001.

All data is securely stored in your Salesforce environment or approved cloud infrastructure with access control and encryption.

Sales AI analyzes transcripts and notes, not raw recordings. After 60 days, only encrypted aggregated information is stored to protect sensitive data.

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.

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.

Sales AI includes dashboards for reps, managers, and executives showing deal health, forecast confidence, engagement quality, and MEDDIC adoption.

Sales AI consolidates and verifies insights across calls, emails, meetings, and CRM data, ensuring a single, accurate source of truth for every opportunity.