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Revenue Growth Agent

AI-powered sales acceleration: Meeting prep, discovery sessions & proposals

Overview

See How Revenue Growth Agent Works

  • Meeting Prep inside Salesforce — Generate a full meeting brief from any Contact or Lead record, without switching tools.

  • Auto-populated forms — Salesforce record data pre-fills the prep form. Reps just click Generate.

  • Automatic write-back — The prep document link, status, and date sync to custom fields on the Salesforce record.

  • AI-guided Discovery — Analyze call transcripts and score deals with MEDDIC qualification to surface risk early. (In the Revenue Growth Agent web app.)

  • Tailored Solution Proposals — Turn discovery findings into a customized proposal with draft pricing, ROI, and case studies in about a minute. (In the Revenue Growth Agent web app.)

  • Grounded in your business — Upload your sales materials, case studies, and product docs so every output reflects how you sell.

  • Built for sales teams — SDRs prep meetings so AEs walk in ready; AEs use Discovery and Proposals to convert.

Revenue Growth Agent is an AI-powered sales assistant that drives prospect engagement and deal acceleration directly from Salesforce. Why is Revenue Growth Agent different? Unlike generic AI tools, Revenue Growth Agent is grounded in your own solutions, value proposition, case studies, and pricing. You upload your sales materials once, and the agent uses them to tailor every meeting brief, discovery, and proposal to how you actually sell. Your data is never used to train AI models.

Categories

Business Needs
Sales
Productivity
Marketing
Industries
Horizontal Product
High Tech
Professional Services
Personas
Consultant
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder