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Prospecting
- Aggregate intelligence from public, private and paid data sources to enable rapid and comprehensive market and competitor scans.
- Surface high-intent leads from CRM, emails, chats, and more.
- Prioritize prospect outreach based on AI ranking.
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Outreach & Personalization
- Build cold email sequences tailored to each prospect.
- Draft call scripts based on past conversations.
- Auto-generate sales decks and datasheets.
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Demo Prep & Discovery
- Prepare presentations with structured scripting and scenario planning.
- Anticipate objections, weave rebuttals into the narrative, and use AI role-play to practice delivery.
- Pull up notes, prior prospect activity, and company resources in real-time.
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Contracts & Closing
- Draft sales contracts from previous templates paired with curated prospect details.
- Summarize lengthy sales contracts to highlight key terms, risks and obligations.
- Answer complex, contract-related questions in natural language to support quick decision-making and client responses.
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Customer Success
- Generate personalized onboarding plans and checklists.
- Summarize customer feedback from surveys, support tickets, and social media.
- Craft highly personalized follow-up emails and renewal outreach based on latest interactions, product usage patterns, and industry trends.