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Halosight; AI for Field Account Managers

Turn every field conversation into revenue growth

Overview

Turn every field conversation into revenue growth. Your reps are out there running account meetings while your CRM collects dust. We turn their visits into account growth with prep, summaries and follow-up.

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  • - Built for account managers and reps in the field - Notes and records automatically synced from live meetings - Account summaries, actions, tasks, and opportunities auto updated - Reps who love using your CRM again

Your reps are out there running account meetings while your CRM collects dust. We turn their visits into account growth with prep, summaries and follow-up. Finally your notes, opportunities, and tasks will power insights and transparency.

Categories

Business Needs
Sales
Productivity
Sales Intelligence
Industries
Automotive
Engineering, Construction, & Real Estate
Manufacturing
Personas
Business Operations Manager
Business User
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Person Accounts
Community Builder
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Order Management
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Supported Languages
English
Spanish

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