Question: Do you know of a sales copilot that can help my team with pre-meeting research and customized action plans for each deal?

If you're looking for a sales copilot that can help your team with pre-meeting research and customized action plans for each deal, Oliv is a standout option. Oliv offers pre-meeting research summaries, real-time meeting guidance, and custom action plans for each deal. It integrates with popular tools like Zoom, Google Meet, Slack, MS Teams, Hubspot, Salesforce, and Zoho, making it a versatile choice for sales teams. Oliv also offers automated CRM updates, AI deal scorecards, and AI account insights, which can significantly streamline your team's workflow.

Another excellent choice is Gong, a Revenue Intelligence platform that uses AI to enhance sales efficiency and productivity. Gong offers insights into customer interactions through various channels and provides tools like Forecast for setting target numbers and Engage for AI-powered sales automation. It also includes Gong Insights for enriched data and AI for industry-leading models. This platform is well-suited for large and complex GTM teams, providing a comprehensive solution for optimizing revenue operations.

For a platform that focuses on real-time guidance and automation, Revenue.io offers a robust set of features including automated sales engagement, AI-powered coaching during calls and meetings, and follow-up email automation. It integrates seamlessly with Salesforce and provides customized pricing options, making it adaptable to various team sizes and needs. Revenue.io helps sales teams close more deals by automating workflows and providing in-depth analytics for better performance tracking.

Lastly, Sybill is worth considering with its AI-powered sales assistant capabilities. Sybill automates CRM updates, crafts follow-up emails, and provides insights from customer interactions. It integrates with platforms like Zoom, Gong, Salesforce, and Hubspot, offering features such as Magic Summaries for accurate call summaries and AI Follow-up Email for personalized emails. This tool can significantly reduce manual note-taking and enhance CRM data accuracy, allowing your team to focus more on high-value activities.