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.
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.
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.
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.