2026年7月19日

Katalyst

The AI agent that works your Salesforce Pipeline
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Katalyst 是什麼?

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.

The AI agent that works your Salesforce Pipeline

核心功能
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.
熱門使用情境
  • 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.
如何使用
  • 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.
定價
Katalyst 採用 定價模式,價格與功能可能隨時間調整。
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