Before a client meeting, it prepares an overview of key information (e.g., communication history, recent CRM activities) and suggests possible discussion topics and questions.
Helps salespeople create business proposals by generating draft documents based on input, previous templates, product information, and client requirements.
The Sales Reporting Assistant processes meeting notes and automatically extracts key points, such as objections, client interest, or next agreed steps. Based on this information, it generates overviews of ongoing deals and helps the sales team better evaluate the progress of negotiations.
Prepares talking points, competitor insights, and custom presentation materials for upcoming trade shows.
Prepares for client meetings by analyzing data from the internet and internal CRM. After the meeting, generates notes, action items, follow-up tasks, and updates CRM via voice chat.
Siesta AI