AI-Assisted POV Builder

A copilot feature within Salesforce or Dynamics 365 helps sales professionals build a compelling point of view for a deal. It researches the customer’s industry and company news. It also analyzes existing conversations to suggest key talking points.

What does it do:
Guides eval steps and risk flags
Prepares proof/demo with relevant assets
Standardizes clauses & playbooks
Automates redlines and signature routing

Problem it Solves:
Stalled evals; single-threaded deals
Manual proposals/CLM are slow to close
Inconsistent differentiation & proof

Who it helps:
Sales Rep, Manager
Marketing
Customer Success
Ops
Engagement Manager / PM
Practice Lead
Legal / Procurement

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