# Not a notetaker. *A second brain trained on your sales motion.*

*A deployed AI agent that knows your playbook, customers, and motion: pre-call briefs, post-call CRM updates, and deal coaching in Slack. Built on Workato.*

Canonical: https://onesolve.io/solutions/sales-genie

Sales Genie · Revenue Productivity

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.

[Book a Sales Genie pilot →](../contact-us.html) [See all solutions →](../solutions.html)

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.*

*90 days*

From hire to quota-ready. New AEs close in their first quarter, not their third.

Across deployments

*4 hrs*

Per rep, per week. Admin time returned to selling and customer conversations.

Across deployments

*95%+*

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 →](../customer-stories/salesgenie.html)

## 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.

[Book a Sales Genie pilot →](../contact-us.html) [Email us directly](mailto:hello@onesolve.io)