Layer 03 · Connected AI
Your AEs are spending 2–3 hours a week on admin that should take minutes.
Global Enterprise AI Company · Sales Productivity
The Client
The mandate: double pipeline. The reality: 30–40% of selling time lost to admin.
A global enterprise AI company set out to double pipeline generation for the coming fiscal year. Its account executives had a modern stack — Salesforce, call intelligence, research tools — yet were losing an estimated 30 to 40 percent of their selling time to administrative overhead. The goal was to return that time without sacrificing CRM data quality or the personal touch enterprise sales demands.
The Challenge
The deeper issue wasn't just time. It was data quality.
Every sales call generated 20–30 minutes of post-meeting overhead. AEs were manually copying between call transcripts, Perplexity research sessions, and Salesforce: updating MEDDIC fields, drafting follow-up emails, assembling demo briefs. With 5–6 meetings per week per rep, the math was brutal.
And when CRM updates become a chore, fields go stale. Deal intelligence lives in the AE's head instead of Salesforce, forecasting accuracy degrades, and leadership loses visibility.
Our Approach
Discovery first: structured sessions with every AE on the team
Before writing a single line of automation, we conducted working sessions with every AE to map their end-to-end process. The finding: every AE treated Salesforce as a record-keeping system, not a workflow tool. Their actual work happened across Slack, email, Perplexity, and Google Drive. Any solution that tried to centralize into Salesforce would fail. What reps needed wasn't a faster notetaker. It was a second brain trained on their sales motion, living where the work already happened.
We also found universal alignment on one principle: AI proposes, human confirms. Every rep was open to automation that drafted and suggested, as long as they had final approval. It is the same discovery-first method behind every OneSolve engagement.
The Architecture
The call ends. The copilot takes it from there.
Transcripts flow into Salesforce, Sales Genie picks them up in Slack, and every output — field updates, follow-up drafts, pre-call briefs — waits for the rep's click before anything moves.
Design Principles
Draft, never send
The agent never takes action without explicit human confirmation. Every AE cited this as the most important trust mechanism.
Source citation always
Every Perplexity-sourced claim includes clickable URLs. Transparency addresses past negative experiences with unreliable AI tools.
Synthesis over verbatim
AEs want the 30-second takeaway. The agent delivers one-liner next steps, not bullet-point transcript dumps.
Deal coach, not CRM auditor
70% coaching, 30% data hygiene. Reps see a tool that helps them win, not one that polices their fields.
The Results
Minutes where there used to be half-hours
Post-meeting close-out: under two minutes. Summary, field updates, next steps, and a follow-up draft — what used to be a 30-to-60-minute task per deal now closes in under two minutes, with the rep approving every change before Salesforce moves.
Pre-call research: under two minutes, fully automated. Account briefs that took 15 to 30 minutes to assemble by hand now generate on demand, combining CRM context with cited live research.
Follow-up emails: one click. Drafting dropped from 10–15 minutes to a one-click draft waiting in Gmail. The rep edits and sends — the agent never does.
Leadership saw it in the data. Because the friction of manual entry was gone, deal records arrived populated with deep, accurate MEDDIC context — and one rep earned a direct shoutout from the CRO for the quality of their pipeline data. That data was generated by Sales Genie, not typed by hand. That copilot is now packaged as Sales Genie: a second brain trained on your sales motion.
"An absolute game changer. The meeting summaries are consistently accurate, the Salesforce sync is seamless, and the follow-up email suggestions are spot on."
Senior Account Executive
"Very easy to capture accurate notes and get assistance with follow-up emails. I like how I can ask it questions and get accurate answers about the call, along with prompts about areas of risk on a deal."
Account Executive, EMEA
Technology
Your reps tried an AI tool once. It hallucinated into Salesforce.
Bring us the AI tool your reps stopped trusting. We will show you what a draft-never-send, source-cited production version looks like in a 30-minute working session.