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alpha

Sales Intelligence

Brief your meetings in 30 seconds, draft proposals from your won deals, spot at-risk pipeline. Connected to your CRM.

Features

What this module does

  • Meeting prep: 30-second brief (CRM + history + similar missions)
  • Proposal generation from internal templates + similar won deals
  • Pipeline analysis: weak signals, at-risk deals, next actions
  • Lead scoring based on your ICP
  • Find relevant past missions to cite in meetings
  • Backends: Salesforce, HubSpot, Pipedrive, Ragnight (mirrored CRM)
  • Systematic citations (CRM Account #..., Mission MIS-...)
  • Refuses to propose unvalidated prices or discounts
  • Multilingual EN / FR
Benefits

What you gain

  • −40% time on recurring sales tasks
  • No commercial data sent to Salesforce Einstein or HubSpot AI
  • Immediate leverage on past missions (institutional memory)
  • Faster onboarding for new sales
  • $50-150/user/month savings vs Einstein / HubSpot AI
  • GDPR compliance on prospect / customer data

Why an on-prem sales assistant

Your sales team spends 40% of their time on recurring tasks:
meeting prep, proposal writing, pipeline tracking, post-meeting
follow-up. Sales Intelligence automates this prep without sending
any commercial data
to Salesforce Einstein, HubSpot AI or ChatGPT.

Capabilities

Meeting prep

In the morning: "Meeting tomorrow 2pm with Lefèvre — brief me."
→ Account summary (CRM) + interaction history + similar past
missions + 5 questions to ask + pitfalls to avoid (from prior
meeting notes). In 30 seconds.

Proposal generation

From a short brief, Sales Intelligence drafts a proposal inspired
by your similar won deals, following your firm's proposal
template, with empty sections clearly marked for you to fill.

Pipeline analysis

"My Q3 pipeline — what's at risk?"
→ Risk-ranked list + weak signals (silence > 14d, deadline
approaching with no activity, stagnant stage).

Supported CRM backends

Salesforce, HubSpot, Pipedrive, or any CRM mirrored into Ragnight
via CSV connector (useful for Sellsy, Sage CRM, Eudonet, etc.).

The key difference: your history

Sales Intelligence doesn't just read the CRM. It indexes meeting
notes
, proposals sent, post-mission feedback. That memory
is what turns a generic assistant into real commercial leverage.

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See it in action

30-minute personalised demo on your own use cases. No commitment.

Let's talk

We reply within one business day.