Move Deals Forward With Purpose
Published:
Sellers play a big role in helping buyers move forward, but keeping up with everything required in a deal is exhausting. Every day, reps are asked to source pipeline, manage deals, attend training, and retain customers. It is too much for one person to manage without help.
We built Salesloft’s AI agents to help with this. These agents reduce the daily noise by highlighting what matters most: they pull out key insights, help your sellers prioritize their next steps, and make it easier to stay engaged with buyers throughout the entire deal cycle.
Together, these agents help sellers spend less time on routine tasks, and more time on high-value work:
- Rhythm Prioritizer
- Conversation Summaries
- Conversation Key Moments
- Conversation Action Items
- Share Internal Notes Play
- Sales Methodology Extraction
- Deal Summaries
Focus your efforts where they matter most
With the Rhythm Prioritizer Agent
Sellers often start the day with a long list of tasks and no clear sense of what to do first. It’s easy to lose time on activities that don’t move deals forward.
The Rhythm Prioritizer agent is built to help with this. It reviews buyer signals like email engagement, website visits, and meetings, then sorts your sellers’ to-do lists based on what’s most likely to make an impact. These tasks are already built into their workflows, so they can take action with just a few clicks.
Instead of guessing where to start, sellers will have a clear plan that reflects real buyer activity. This not only saves valuable time but also ensures that they are focusing energy where it yields the greatest return and consistently accelerating deal cycles.
Master your conversations
With the Conversation Summaries agent
After a sales call, sellers often spend a lot of time trying to remember what was said, what was decided, and what needs to happen next. It’s easy to miss details or forget to update the CRM, especially when moving quickly from one meeting to another. This can lead to lost follow-ups, unclear communication, and slower progress on deals.
The Conversation Summaries agent helps by automatically creating clear, accurate summaries of your sellers’ meetings.
They don’t need to take notes or go back through recordings. Everything they need is captured and organized for them in Salesloft, so they can focus fully on the conversation while it’s happening.
This saves time, keeps your CRM up to date, and helps your team stay aligned. You’ll always have the right context to follow through, keep deals moving, and stay connected with your buyers.
Uncover critical insights
With Conversations Key Moments
Key details like objections, competitor names, or buyer concerns can be easy to miss in sales conversations without a clear way to capture them. And reviewing these calls manually takes a lot of time and is subject to human error and bias.
The Conversation Key Moments agent addresses this challenge by automatically pulling out the most valuable parts of your sellers’ calls.
It highlights high-value things like objections, competitor mentions, and other insights that matter to your sellers’ deals. Your sellers no longer have to listen to hours of call recordings to find what they need for their deals.
This gives you a faster way to spot risks, opportunities, and areas for coaching. It also helps your team respond more thoughtfully and stay aligned on how to move forward.
Drive timely action
With Conversation Action Items
One of the most important parts of a seller’s job is following through on what was discussed during a call. But when relying on memory or handwritten notes, it’s easy to miss a task or forget a commitment. This can lead to slow follow-ups, confusion, and lost trust with buyers.
The Conversation Action Items agent helps by pulling next steps directly from your sellers’ call recordings.
It identifies what both your sellers and the buyer agreed to, then organizes those tasks so they can quickly review and act on them. Sellers don’t have to rewatch the meeting or search through notes to find what to do next.
This makes it much easier to keep deals moving. Your team will stay on top of every follow-up, reduce delays, and give buyers a clear and reliable experience
Streamline internal alignment
With the Share Internal Notes Play
Before important meetings, sellers often lose time digging through CRM notes, emails, and call logs to gather the right information. It can be hard to piece together a clear picture, and this scattered prep work can lead to confusion within the team and mixed messages in front of buyers.
The Share Internal Notes Play agent helps by pulling together everything your team has documented about an account or opportunity.
It uses AI to create a clear, easy-to-read summary from past call notes, CRM entries, and other internal updates in Salesloft. As a result, your team has one place to review the key details of the deal before your next meeting.
This gives your team a shared view of what’s happening and what’s to drive towards in the meeting. It also cuts down on prep time and helps everyone stay in sync, so your team can go into meetings focused and organized.
Optimize deal strategy
With Sales Methodology Extraction
Manually extracting key information from call recordings and fitting it into frameworks like MEDDPICC is a tedious process that many reps don’t have the time to do.
This leads to incomplete deal qualifications, missed strategic insights, and an inconsistent application of best practices, ultimately slowing deal progression and reducing forecasting accuracy.
The Sales Methodology Extraction agent enables sellers to leverage your company’s sales framework without the headache of searching for key information after calls.
By using AI to analyze your conversation content, this agent pulls relevant information from sales calls and maps them to your established sales methodologies.
Sellers can proactively identify gaps in their deals, refine their approaches, and create more precise forecasts.
Get up-to-speed instantly
With Deal Summaries
Revenue teams often need a quick, accurate overview of a deal's status, but manually compiling this information from disparate CRM fields, notes, and recent activities is time-consuming and prone to mistakes. This leads to outdated summaries, inefficient handoffs, and a lack of immediate clarity on next steps.
The Deal Summaries agent instantly provides AI-generated deal overviews by pulling and synthesizing all relevant data from Salesloft, including recent activities, key contacts, and deal stage information.
By automating this data compilation, it ensures that the entire selling team has an accurate, up-to-date understanding of the deal without manual effort.
With the Deal Summaries agent, you'll dramatically reduce the sellers’ time spent on administrative tasks and get up-to-speed faster than ever.
Let agents and sellers keep your deals moving
Salesloft’s AI agents offer a powerful suite of tools designed to move deals forward with precision and purpose.
By automating time-consuming tasks, providing strategic insights from conversations, and ensuring crystal-clear next steps, these agents empower sellers to focus on what they do best: building relationships and closing deals.
Ready to see how they work in your environment? Reach out to our sales team for a personalized demo to see how Salesloft can unlock new levels of engagement to drive more revenue for your business