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.

Sales AI deal overview with deal health, risks and MEDDPICC pillars

Join these companies using iSEEit

DynatraceToshibaNexthinkCato NetworksJaggaerSumo Logic

How it works

From conversation to clean CRM data

Sales AI connects to the tools your team already uses.

CAPTURE

Auto-captures

Information from every sales call, email and calendar entry, including notes from the Sales AI Notetaker in customer-hosted meetings.

QUALIFY

Consolidates & qualifies

Maps every signal to MEDDPICC, flags risks and missing data, and suggests the next steps.

UPDATE

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
Consolidated deal view

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
Overall deal health

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
MEDDPICC qualification

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
Unified conversations

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
Smart AI summaries

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
Chat with AI

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
Org chart with buying roles and influence lines

Integrations

Works where your conversations happen

SalesforceMEDDIC on SalesforceZoomMicrosoft TeamsGongOutlookGmailGoogle CalendarMicrosoft Calendar

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.

All FAQs →

See Sales AI on your own deals

Book a short demo and see how Sales AI captures, qualifies and updates every deal.