Sales Genie · Revenue Productivity
Not a notetaker. A second brain trained on your sales motion.
Most "AI sales tools" are fancier transcripts. Sales Genie is a deployed agent that knows your playbook, your customers, and your motion. It runs on your stack, behind your security perimeter.
Why Sales Genie
From "AI that types for me" to "AI that thinks with me."
Transcription is table stakes. Your reps don't need another tool that records calls and pushes fields to Salesforce. They need a sidekick that knows your deals, your customers, and what's worked before.
Reps stop scrambling before calls.
One prompt surfaces every relevant touchpoint. The call updates the CRM with next steps, the rep confirms in Slack.
The pre-call scramble is gone. The selling stays.
CSMs see churn risk before the QBR.
The brain monitors accounts for hidden churn risk and surfaces expansion plays for review.
No more blindsides. More time nurturing relationships.
New AEs ramp in weeks, not quarters.
Ask the brain what a senior rep would do and get an answer grounded in your playbook, your deals, and your customers.
Months of tribal knowledge, compressed into a prompt.
How it operates
A living loop. Not a pipeline.
A standard pipeline ends when the call ends. Sales Genie runs a continuous loop: every input feeds the brain, every action feeds the system of record, every cycle makes your forecast more accurate than the last.
01 · Input
The rep asks. The system listens.
A question in Slack. A meeting that just ended. A deal going stale. Every input, from a one-line prompt to a 60-minute transcript, gets routed through the brain.
02 · Think
The brain reasons with context.
The agent pulls from your playbook, your top-rep patterns, live Salesforce state, and prior deal history. Everything grounded. Nothing invented.
03 · Act
The rep stays in the loop.
Answers, drafts, and suggested updates surface in Slack for review. One click confirms. Nothing touches Salesforce or a customer without the human approving it.
04 · Reinforce
The system of record gets stronger.
Every confirmed action writes back to Salesforce: MEDDIC fields populated, next steps logged, deal stages updated. The CRM finally becomes the source of truth it was meant to be.
Where the brain shows up
What Sales Genie does.
Before the call · Pre-meeting intelligence
Account context, deal status, open cases, recent activity, and suggested questions, delivered 30 minutes before every external call. Cross-references Salesforce, Zendesk, Gainsight, and your stack.
Reps walk in prepared. NPS, renewal dates, and recent escalations surface automatically.
Between calls · Deal strategy and coaching
Reps ask what to do next, who to involve, what objections to expect, and how similar deals went. Strategy grounded in real deal patterns, with a signal when a deal goes quiet.
The brain is always on, where most deal strategy happens and most tools go silent.
After the call · CRM updates
MEDDIC fields, next steps, and deal-stage changes extracted from the transcript and written to Salesforce after the rep confirms. Follow-up email drafted in the rep's own voice.
95%+ MEDDIC accuracy vs manual entry. Forecasting becomes real overnight.
Real prompts from real deployments
Reps ask things like "Which of my deals are stalled?", "They said we're too expensive, how have we handled this?", and "I have a demo in 30 minutes, get me ready."
Within a week, reps stop using it as an admin shortcut and start using it as a thinking partner.
Outcomes from deployments
What you'll see at 90 days.
From hire to quota-ready. New AEs close in their first quarter, not their third.
Across deployments
Per rep, per week. Admin time returned to selling and customer conversations.
Across deployments
MEDDIC accuracy from transcripts. Forecasting becomes real overnight.
vs manual entry
"This has improved my productivity by automatically capturing and uploading detailed call notes into Salesforce. It also helps me articulate our sales methodology when formulating talk tracks for proposals."
Account Executive · Global Enterprise AI Company
From a real deployment. Read the full story →
Built on Workato. Sales Genie is a deployed agent OneSolve builds for your specific motion, on your stack, behind your security perimeter. It is not a SaaS product you license. See all solutions →
Ready to give your team a second brain?
Tell us about your sales motion. We'll map the deployment, scope the work, and show you what your reps would get, in their stack, on their next call.