AdminAI

The Auto-complete next steps, Salesforce & emails tool is your friendly Sales AI assistant that makes the sales process smoother and more efficient.

With this tool, you can automate a lot of the repetitive tasks that come with sales, like updating Salesforce, sending follow-up emails, and even creating pitch decks. By taking care of these tasks for you, it helps you save a huge chunk of time, allowing you to focus on what actually matters: building relationships and closing deals.

One of the best parts is that there's no complicated setup involved. You can start using it right away to send pre-drafted emails, making follow-ups a breeze. Plus, it generates precise notes that highlight the key information you need to stay organized and on top of your game. This means you won't have to worry about falling behind or missing out on crucial details.

The tool also takes the hassle out of updating your CRM by doing it automatically. That means no more tedious manual data entry or worrying about being chased down by your manager for old information. And if you've had a call, the tool can automatically create accurate follow-up messages based on that conversation, so you don’t have to re-listen to the recordings to figure out what to say.

You can customize which sections you want to focus on, and the AI will generate the content for you. After your call, just review and edit what it wrote, and you'll be all set to send it off. The notes are specially crafted for sales, ensuring they capture significant details such as the three Whys, MEDDPICC, and the overall business impact.

Thanks to the Smart Summary feature, the tool also pulls out the main points and themes from your conversations, so nothing important slips through the cracks. And when you're done, you can easily save your notes to your CRM or wherever you prefer to keep them.

As for pricing, new users get an enticing two months for free. After that, there’s a straightforward monthly fee of $15, and everything is included in one package. Plus, they continuously add new features to keep things fresh and effective. You'll settle your payment at the end of the free trial period.

All in all, the Auto-complete next steps, Salesforce & emails tool serves as a handy companion for sales professionals, helping you save time, stay organized, and enhance your follow-up game.