Katalyst
To be verifiedKatalyst is an AI sales agent that automates Salesforce updates, summarizes interactions, surfaces actionable signals, and drafts follow-ups, so enterprise sales reps can focus on closing deals.
The AI agent that works your Salesforce Pipeline
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What is Katalyst?
The AI agent that works your Salesforce Pipeline
Katalyst is an AI sales agent that automates Salesforce updates, summarizes interactions, surfaces actionable signals, and drafts follow-ups, so enterprise sales reps can focus on closing deals.
Core Features
Salesforce Automation: Automatically updates deal fields and pipeline data from meetings, emails, and calls.
AI Next Steps: Turns every interaction into recommended next steps based on your playbook and deal history.
Signals: Surfaces critical buying signals like leadership moves, hiring, events, and news to guide engagement.
Account Plans: Builds contextual account plans with firmographic, technographic, and behavioral data.
Email Follow-ups: Drafts context-aware follow-up emails after every call with clear next steps.
Popular Use Cases
- Prepare for client meetings with deep account insights and talking points.
- Automate Salesforce data entry to improve pipeline hygiene and forecasting.
- Identify and act on buying signals to move deals forward.
- Draft professional follow-up emails instantly after calls.
- Build comprehensive account plans for strategic accounts with research on decision-makers.
Feature Comparison
A functional comparison based on maker input.
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Comparison details are provided for informational purposes and should be verified with the official website.
How to use
- Connect Katalyst to your Salesforce account and communication tools (email, calendar).
- Katalyst automatically logs and summarizes all customer interactions in Salesforce.
- Review the generated next steps and signals surfaced on your deals.
- Access deep account plans and research via natural language queries.
- Use the drafted follow-up emails and send with one click.
Pricing
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Free
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Pro
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Enterprise
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