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Halosight; AI Agent for Outside Sales; Better Visibility, Prep, and Answers

By Halosight

Automatic Insights for Every Account, Streamlined Prep, Better CRM Hygiene

Starting at $2,500   USD/company/month

Discounts available for nonprofits

Industries
Consumer Goods
Manufacturing
Retail
Business Need
Sales
Productivity
Sales Intelligence
Requires
None
Compatible With
Service Cloud
Data Cloud
CRMA

Sell more with Halosight’s AI agent. Equip sellers with intelligent meeting prep, seamless note taking, and AI chat for each account. With awareness of your products, process, and brand, Halosight provides tailored, accurate recommendations day 1.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Data Cloud
CRMA
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Halosight/Version 1.35 1.35.0
Listed On
08/14/2020
Latest Release
11/07/2024
Supported 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.
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
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 35
Custom Tabs: 33
Custom Apps: 2
Lightning Components
Global: 36
App Builder: 4
Community Builder: 1
Languages
English
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/12/2020

Additional Details

Halosight transforms field sales with cutting-edge AI right in their pocket. By analyzing detailed customer interaction data, Halosight equips sales teams with actionable insights to ensure each interaction is impactful and relevant. Instead of searching through CRM pages, sellers can receive answers about an account and focus on building their relationship. Rethink sparse, unclear notes as sellers chat with a well-informed agent that knows what happened. For sales leaders, Halosight offers unparalleled visibility into team performance and customer reception. Sales leaders can focus on coaching opportunities and refining strategies to keep everyone on the same page. By highlighting potential risks and opportunities, Halosight ensures that sales teams are always one step ahead, focusing on high-value activities that drive growth. Empower your sales force with an AI Agent built for you.

Need help?

Halosight

Salt Lake City, Utah

Please call us during office hours 9 AM to 5 PM MST. You can also email us and we will get back to you within 24 hours.

Support Phone(801) 505-6565
Other ResourcesEmailTerms & Conditions