AI–NATIVE SALES PERFORMANCE
Turn more conversations into
revenue opportunities.
SalesAssist improves both salesperson performance and sales outcomes. It combines real-time guidance during the conversation with sales outcome intelligence, root-cause analysis, corrective action, and workflow automation to help sales teams recognize opportunities, respond effectively, and continuously improve what drives conversion.
FROM SALES SIGNAL TO SALES OUTCOME
Help salespeople perform while the opportunity is happening.
Recognize the Opportunity
Detect buying intent, sentiment, objections, cross-sell and upsell opportunities, and other signals within the conversation.
Guide the Conversation
Provide real-time next-best-action guidance, objection support, approved messaging, and timely sales prompts.
Complete the Follow-Up
Automate sales workflows, wrap-up tasks, updates, reminders, reporting, and other actions that should happen after the interaction.
Improve What Works
Analyze sales KPIs, identify root causes, recommend corrective actions, and track improvement over time.
SALESASSIST RTG
Help salespeople perform better in the moment.
Real-time guidance augments the salesperson during live customer conversations, when better execution can still influence the outcome.
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Real-time next-best-action guidance
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Sales script optimization
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Objection handling suggestions
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Cross-sell and upsell prompts
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Compliance monitoring
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Conversation sentiment detection
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Sales role-play training and coaching
TWO SIDES OF SALES PERFORMANCE
Improve the salesperson.
Improve the sales outcome.
SalesAssist connects real-time performance enablement with outcome intelligence so teams can improve what happens during the sales conversation and what the sales process produces afterward.
SALESASSIST XEL
Help the sales process produce better outcomes.
Sales outcome intelligence looks beyond the individual conversation to identify what drives performance, where opportunities are being lost, and what should change.
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Sales contact performance
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Conversion intelligence
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Customer sentiment analysis
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Sales process optimization
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Agent performance insights
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Root-cause and corrective actions
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Process and workflow automation
BUSINESS VALUE
Better sales execution before, during, and after the conversation.
SalesAssist goes beyond post-call reporting by helping teams understand opportunities, support agents while they are active, and turn the next step into action.
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Improve conversion
Recognize buying signals and help agents take the next best action.
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Reduce missed opportunities
Identify upsell, cross-sell, renewal, and expansion opportunities.
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Strengthen consistency
Support approved messaging, processes, disclosures, and objection handling.
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Improve coaching
Show leaders which behaviors influence sales outcomes and where coaching should focus.
CORE CAPABILITIES
Give every salesperson
better intelligence in the moment.
SalesAssist combines real-time sales guidance with performance intelligence and workflow automation around the outcomes sales teams are trying to improve.
REAL-TIME SALES GUIDANCE
Know what to do next.
Provide next-best actions, offer prompts, customer context, approved messaging, and sales recommendations while the conversation is active.
OBJECTION HANDLING
Respond with confidence and consistency.
Recognize objections around price, timing, fit, service, competitors, and uncertainty, then support the agent with recommended responses.
SALES OUTCOME INTELLIGENCE
Know what is actually driving sales performance.
Analyze contact and conversion patterns, buying intent, objections, closing effectiveness, follow-up, deal velocity, agent behaviors, and other factors influencing sales outcomes.
SALES WORKFLOW AUTOMATION
Make sure the opportunity gets followed through.
Automate CRM updates, follow-up tasks, reminders, notifications, escalations, report generation, and other sales workflows.
SALES OUTCOME KPI ANALYTICS
Measure the sales process,
not just the conversation.
SalesAssist XEL connects agent behavior, customer signals, sales activity, and process execution to the KPIs that influence conversion and revenue.
Sales Contact Performance
Contact rates, call-answer patterns, and best-time-to-call insights.
Customer Sentiment
Buying intent signals, churn indicators, and competitive mentions.
Agent Performance Insights
Coaching opportunities, high-performing behavior patterns, and training needs.
Conversion Intelligence
Conversion rates by script, objection success patterns, and closing effectiveness.
Sales Process Optimization
Follow-up patterns, lead prioritization effectiveness, and deal velocity.
Workflow Performance
Understand whether follow-up, process automation, and operational actions are supporting the intended outcome.
ROOT CAUSE + CORRECTIVE ACTIONS
Find the gap.
Fix what is driving it.
SalesAssist moves beyond identifying performance issues by connecting them to likely causes, business impact, and the corrective action needed.
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Identify performance gaps
See where sales outcomes, process KPIs, or agent performance are falling short.
Discover root causes
Connect performance gaps to scripts, objections, follow-up, behaviors, customer signals, and process issues.
Quantify business impact
Understand how the issue is affecting conversion, revenue, efficiency, or opportunity loss.
Recommend corrective action
Determine the guidance, coaching, workflow, messaging, or process change most likely to improve the result.
Track improvement over time
Measure the impact of corrective action and use the results to continuously improve.
HOW IT WORKS
From customer signal to
sales outcome.
SalesAssist connects customer context, real-time guidance, sales intelligence, workflow automation, and learning so improvement does not stop at analytics.
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Understand
Analyze customer needs, intent, sentiment, history, objections, and sales context.
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Recognize
Identify buying signals, growth opportunities, missed opportunities, and behaviors influencing conversion.
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Guide
Support the agent with next-best actions, objection handling, messaging, and offer recommendations.
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Act
Trigger follow-up workflows, CRM updates, tasks, notifications, escalations, and other required actions.
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Measure
Connect guidance, behavior, scripts, and workflows to conversion, revenue, and sales performance.
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Improve
Use results to refine guidance, coaching, strategies, workflows, and future recommendations.
Higher Close Rates
Improve sales execution with real-time next-best actions, objection support, and conversion intelligence.
Fewer Lost Opportunities
Detect buying signals, upsell and cross-sell opportunities, and follow-up gaps more consistently.
Faster Agent Development
Use performance intelligence, targeted coaching, and role-play support to reinforce successful behaviors.
More Consistent Selling
Help teams follow approved messaging, processes, offers, and compliance requirements.