Question: Is there a platform that can automatically capture and update Salesforce fields like MEDDIC and BANT after sales calls?

Momentum screenshot thumbnail

Momentum

If you need a platform to automatically capture and update Salesforce fields like MEDDIC and BANT after sales calls, Momentum is a top choice. This AI-powered information retrieval system captures high-volume call data, automates routine work and improves data quality. It includes automated Salesforce field updates, personalized email follow-ups and real-time customer call insights shared with teammates, so everyone can work in sync and make more informed decisions.

Sybill screenshot thumbnail

Sybill

Another top pick is Sybill, an AI-powered sales assistant that updates CRM, drafts follow-up emails and offers insights from customer conversations. It integrates with a range of tools, including Salesforce, and can update CRM in real time through DealSync. Sybill also can generate AI-powered call summaries and personalized follow-up emails to help improve CRM data quality and eliminate manual note taking.

People.ai screenshot thumbnail

People.ai

For those who want a more general-purpose data platform, People.ai is a powerful option. It automates the capture of prospect and customer activity and matches it to CRM records. The platform includes SalesAI for automating manual work and assessing account and deal health, and PeopleGlass for making it easy to update CRM. It integrates with Salesforce and other tools, giving you more accurate insights to improve sales performance.

WINN.AI screenshot thumbnail

WINN.AI

Last, WINN.AI is an AI-powered sales assistant that automates data capture, CRM updates and playbook tracking to free up time from busywork. It joins virtual meetings, takes notes and tracks playbook conversations in real-time, so you can easily update Salesforce with a single click. It's designed to maximize selling time and make playbook adoption easy and frictionless.

Additional AI Projects

Attention screenshot thumbnail

Attention

Automates CRM updates, provides real-time coaching, and generates follow-up emails to optimize sales workflow, improve conversion rates, and boost rep performance.

Revenue screenshot thumbnail

Revenue

Get real-time guidance and automation to improve sales team performance, freeing up reps to focus on higher-value activities.

Oliv screenshot thumbnail

Oliv

Enhance sales team productivity with AI-driven insights, automating research, meeting guidance, and post-call tasks to close deals more efficiently.

Gong screenshot thumbnail

Gong

Unlock accurate forecasting, AI-powered sales engagement, and actionable customer insights from a single platform, empowering teams to drive revenue growth.

Salesloft screenshot thumbnail

Salesloft

Accelerate deal closures with AI-powered buyer signal analysis, automated prospecting, and real-time forecasting, all in one intuitive sales engagement platform.

Wonderway screenshot thumbnail

Wonderway

Analyzes sales calls to provide data-driven insights, automating coaching and quality assurance, and offering personalized training to improve conversions and sales performance.

Conversica screenshot thumbnail

Conversica

Automates lead qualification and engagement with human-like conversations, uncovering hidden revenue opportunities and amplifying resources across the customer lifecycle.

SellScale screenshot thumbnail

SellScale

Automates and optimizes outbound sales with AI-generated copy, instant responses, and feedback collection, scaling efficiency and effectiveness.

Klenty screenshot thumbnail

Klenty

Automates sales outreach across multiple channels, personalizing interactions and identifying ideal prospects with AI-driven intelligence and data enrichment.

Outreach screenshot thumbnail

Outreach

Automates sales workflows, identifies winnable opportunities, and provides actionable insights to close more pipeline efficiently and improve rep performance.

SalesHood screenshot thumbnail

SalesHood

Replicates winning sales plays through personalized coaching, selling, and customer experiences, improving sales effectiveness with hyper-personalized approaches.

Opnbx screenshot thumbnail

Opnbx

Identifies high-revenue potential accounts in real-time, prioritizing sales efforts and automating communication with personalized, data-driven messaging.

Luru screenshot thumbnail

Luru

Automates sales process optimization, providing real-time pipeline visibility, effortless productivity, and cross-functional collaboration to boost conversion rates and revenue performance.

Mindtickle screenshot thumbnail

Mindtickle

Boosts sales productivity and efficiency with AI-driven training, enablement, and call insights, empowering teams to make data-driven decisions and drive revenue growth.

Avoma screenshot thumbnail

Avoma

Automatically transcribes, summarizes, and analyzes meetings to provide actionable Conversation Intelligence, streamlining the meeting lifecycle for remote teams.

Highspot screenshot thumbnail

Highspot

Unifies sales content, plays, and training to ensure reps have the right approach and content for every selling situation, driving consistent results and revenue growth.

Persana AI screenshot thumbnail

Persana AI

Combines 75+ data sources with AI triggers to find, enrich, and personalize leads at scale, leading to more meetings and revenue.

Humanlinker screenshot thumbnail

Humanlinker

Turbocharge your pipeline with AI-powered personalization, generating hundreds of customized sales sequences and automating outreach at scale.

Salesforce screenshot thumbnail

Salesforce

Unifies marketing, sales, and service teams on one platform, providing a 360-degree customer view and personalized interactions in real-time.

Aomni screenshot thumbnail

Aomni

Provides actionable insights and automates strategic workflows for B2B sales teams, centralizing account information from over 100 sources.