The Impact
80
%
faster meeting preparation across accounts
60
%
reduction in manual data collection
3
x
improvement in pipeline visibility and follow-up consistency
Enterprise AI: Build or Buy?
Download Guide
Sales reps were spending hours preparing for client meetings by manually searching for information from Salesforce, ZoomInfo, and internal systems. This made it hard to answer simple but critical questions like “When was our last meeting?” or “What are the account’s key pain points?” Incomplete context slowed prep, weakened client trust, and reduced deal velocity. Notes and action items were logged inconsistently in Salesforce, limiting visibility and creating pipeline leakage.
Unframe deployed a GenAI-powered co-pilot integrated with Salesforce, ZoomInfo, Seismic, and internal systems, delivering real-time client intelligence directly in Slack. Sales reps can ask natural-language questions such as “Show me the last five opportunities” and the AI instantly retrieves and summarizes insights, along with source links. Meeting notes and action items are captured through guided prompts and automatically synced to Salesforce, while dashboards help visualize account metrics and opportunity trends. By unifying data and automating meeting prep, this solution enables every rep to enter meetings fully informed, confident, and focused on driving deals forward.
