Stalled-pipeline re-engagement.
Every closed-lost opportunity re-read against what has changed since: funding, hiring, new leadership, new product. Three warm leads out of 418 in four days.
An AI coworker that reads CRM history, call transcripts, and spreadsheets, then drafts follow-ups and account updates for approval in Slack or Teams.
418 lost opportunities re-read. Three warm leads. Four days.
Closed-lost opportunities age in the CRM. Call recordings pile up. The KAM's six spreadsheets never become one view. The follow-up from Tuesday's call gets written Thursday, if at all. Onboarding call number 51 sounds like call number 50.
GTM tooling promised to fix this and added four more tabs.
Re-engagement is a reading problem. The agent reads fast.
Read everything. CRM history, call transcripts, inbox, market data, the six spreadsheets. With the rep's own permissions.
Draft. Follow-ups, re-engagement notes, account summaries, selling stories, each claim cited to the source.
Approve. The draft, the reasoning, and one button arrive in Slack, Teams, or the app. You hit send.
Write back. Stage changes, fields, tasks, next meetings, as typed actions, attributed to the agent and the rep.
Every closed-lost opportunity re-read against what has changed since: funding, hiring, new leadership, new product. Three warm leads out of 418 in four days.
After every customer call: recap drafted for approval, account context updated, action items filed against owners, next meeting proposed. Friday account overviews for CS. Our own team runs this on every call.
Hundreds of rep-specific daily selling briefs generated by batch workflows at a global CPG provider. A sales-intelligence agent for revenue managers scored against 100+ prompts.
A key-account manager uploads five or six cross-referenced Excel files and gets one view. Included in Athena services. Built for a beverage sales team.
A conversation recorded on a phone became a working sourcing agent in 48 hours: CRM plus market data plus local files, outreach drafted, approve and send, results written back to the warehouse.
When Salesforce is the wrong shape for the team, build the right one as an Application. A Salesforce-connected sales portal; browser automation via Computer with a persistent login for the fields the API does not expose.
After the 50th identical onboarding call, let the agent run it, with a human joining for the questions that matter. Teams-chat context aggregation for CS.
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
“A lot of people are telling us that, oh, I sold in this package because of this info... I secured this distribution because of the selling assistance help.”
“It's like I'm running analysis that would have taken us, like, maybe a week, two. And thirty, forty minutes.”
“My usage is probably gone, like, ten thousand percent. Because I was using it a couple times a week to, like, every day for the entire duration of the entire day.”
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Verbatim from customer calls. Customers anonymized.
Agents for the question in Slack: "what did Acme say about pricing last quarter." Workflows (Agent Operating Procedures) for the recurring: post-call follow-ups, Friday overviews, pipeline re-reads. Applications for the many: the KAM dashboard, the internal CRM, the sales portal.
Salesforce, Dynamics 365, Call recording, HubSpot-style custom connectors, Outlook, Gmail, Slack, Teams, PitchBook, Snowflake, Databricks. Each rep's own permissions. Runs in our cloud or your VPC.
You do not need another prospecting tool. You do still need to hit send. Outreach is approval-gated by default, and we recommend keeping it that way.
Prepare account briefs, read calls and emails for next steps, draft follow-ups, keep the CRM current, and surface accounts worth revisiting.
No, unless you allow it. Outreach is held for approval by default.
No. Briefs and drafts can arrive by email or chat.
With meeting preparation or follow-ups for one team.
Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.
How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.
Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.
Ready-made sales and customer success briefs you can run on a schedule.
We will re-read it against what changed and hand you the drafts, with a button.