01 · Forecast visibility

See the whole forecast before it slips.

Manager workspace Team forecast · Q3 2026

Live

Team target $740K

Total coverage $723K

Coverage 97.7%

Sofia Mendes$400K target

91.5%

$78K$118K$170K

Elena Rossi$140K target

115.7%

$60K$38K$64K

Marc Weber$200K target

97.5%

$65K$45K$85K

65%

of sales time is spent on non-selling work.

Source: Salesforce State of Sales survey, 3,100 sales professionals.

One place to start: sales.

Busy teams lose the context that moves deals.

02 · Account intelligence

Know the account before the next conversation.

Bring needs, stakeholders, risks, and next steps into one current workspace.

WorkspaceAcme Corp · Sofia Mendes

Updated today

Strategic customer

Acme Corp

Needs: Hygienic low-shear pumps, faster clean-in-place cycles, and full material traceability.
Economic buyer: Emma Fischer leads the technical program; Lucas Meyer represents plant maintenance.
Pain: Product loss during transfer and an unresolved mechanical-seal incident.
Next step: Present the root-cause report and validation plan · 12 Aug 2026

03 · Team coaching

Coach the team from consistent evidence.

Compare meeting behaviors against one framework and find the next coaching priority.

Coaching radarLast 30 days · Team average

3 scored meetings

Listening 84 Next steps 85 Alignment 78 Value 79 Discovery 44

Coaching priority Deepen discovery before presenting value.

Two qualifying meetings still need review.

04 · Meeting intelligence

Improve every conversation with precise next actions.

Turn the transcript into an explainable score, visible strengths, and specific improvement work.

Meeting performanceAquila consultative pump sale

Reviewed

71/ 100

Acme Corp · 38 min

Hygienic-pump recovery and validation review

Mutual next step 77

Discovery & context 75

Reliability & service 71

Value articulation 67

StrengthDated mutual next step agreed. ImproveQuantify the value case.

05 · Enterprise knowledge

Ground technical answers in the evidence your team already owns.

Answer complex questions with cited company files and keep the source trail visible.

Enterprise knowledgeGrounded answer · 5 sources

Internal only

Question Which pump configuration fits an ATEX zero-leak chemical-transfer line?

Answer

Use a sealless magnetic-drive chemical pump with dry-run and minimum-flow protection. Confirm wetted materials against the exact chemistry before selection.

EvidenceRelevance

PDFFictional Aquila product catalog78%
PDFFictional application case studies73%
PDFMaterials & corrosion compatibility72%
PDFElastomer selection · EPDM, FKM, PTFE69%
CSVMaterials compatibility68%

06 · Capture and enrich

Record the conversation. Enrich the CRM automatically.

Turn live audio and trusted web research into reviewable Salesforce updates.

Field conversationAcme Corp · Salesforce Account

Processing

1Record
2Transcribe
3Research
4Update CRM

Recording 12:48

Diarized transcript

Customer · 12:31 “The low-emission line upgrade is now our priority for Q4.”

Automatic web research

3 fields ready

Validated

Company websiteRecent news

Industry: Industrial manufacturing
Employee band: 1,000–5,000
Strategic initiative: Low-emission process upgrade

SFSalesforce update prepared3

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