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WRITER for Salesforce - Your Digital Teammate for Revenue

Give your revenue team a digital teammate, grounded in enterprise context.

Overview

Connect WRITER to Salesforce and give your revenue team a digital teammate — from automated CRM updates and personalized outreach in each rep's voice to account intelligence that fuels ABM strategies, client meeting prep, and executive-ready deliverables.

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  • Account intelligence for ABM campaigns — Combine account-level signals and data from 1st/3rd party sources to fuel ABM initiatives — scoping campaigns, drafting account briefs, generating personalized outreach and polished marketing assets

  • Proactive outreach from pipeline signals — Help reps identify at-risk pipeline, upsell flags, and renewal windows, prescribe next steps to keep deals moving, draft tailored outreach in each rep's voice, ready for review in their mailbox.

  • Meeting prep grounded in data — Deliver client briefs, with talking points and objection handling, to each rep every morning in their inbox. Deliver polished, client-ready decks grounded in account intelligence.

  • Post-call updates, written automatically — After every meeting, extract next steps, MEDDPICC fields, and competitor mentions from voice notes and call recordings and write them directly to Salesforce. Cleaner data for marketing, RevOps, and sales.

  • Pipeline queries and executive-ready deliverables — Query live data, blend in 1st/3rd party sources, and get actionable insights as a custom dashboard or presentation — all in natural language, no filters, no spreadsheets.

Connect WRITER to Salesforce and give your revenue team a digital teammate. Synthesize account data, web research, and first-party and third-party data sources to deliver highly specific account briefs, ABM campaign inputs, and executive-ready deliverables for internal and external stakeholders. Help reps proactively listen for signals in and out of Salesforce, draft outreach in each rep's unique voice, and produce personalized client prep and materials, all on-brand and compliant. After every meeting, turn unstructured voice notes and call recordings into structured CRM updates, automating the busy work. From account research to polished deliverables, sales, marketing, and RevOps use WRITER with Salesforce to manage their day-to-day work.

Categories

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.
No Limits
Lightning Ready
Managed Package