Ad sales reps operate across multiple systems – CRM, email, contracts, pitch decks – with no single view of what they need before a call. The result is time lost to prep, follow-ups that slip, and missed context that slows deals down.
Reps spend 30 - 60 minutes before each call pulling information from Salesforce, email threads, and contract systems - time that should be spent selling.
Without a unified view, reps miss critical details - past promises, open contract issues, rate card history - that directly affect deal velocity and client trust.
Post-call follow-ups are often delayed, incomplete, or inconsistent across the team, causing pipeline stalls and opportunities lost to silence after meetings.
Sales managers rely on manually updated reports that lag reality, making accurate forecasting and early coaching intervention nearly impossible.
SalesNav AI connects to your existing systems and delivers the right information to every rep at the right moment – automatically. It handles the administrative work so your team can focus on revenue.
SalesNav AI integrates with Salesforce, Microsoft 365, email, and your contract and pitch material repositories - no data migration or new infrastructure required.
CRM history, open deals, email threads, meeting notes, and contract status are pulled into a single interface, organised by account and sorted by recency.
Before each meeting, reps receive a structured briefing - deal stage, last interactions, open items, and relevant pitch materials - without any manual searching.
After meetings, SalesNav AI drafts follow-up emails, action items, and next-step summaries for rep review and send - ready in minutes, not hours.
Meeting interactions, emails, and follow-up completions are logged back to Salesforce automatically - keeping pipeline data accurate without manual rep entry.
Sales managers see pipeline activity, rep performance, meeting frequency, and follow-up rates in real time - giving them visibility to coach and course-correct early.
SalesNav AI brings together CRM data, communication history, contracts, and pitch materials into a single intelligent interface. It automates the work that slows reps down and gives leadership the visibility they need.
One interface for CRM records, email history, meeting notes, contracts, and pitch materials – organised by account, sorted by recency and relevance.
Structured account briefs generated before each meeting – deal stage, last touchpoint, open issues, and relevant materials – delivered without manual effort.
Post-meeting follow-ups drafted automatically based on meeting context, with action items and next steps ready for rep review and send.
Leadership dashboards showing pipeline health, activity volume, follow-up completion rates, and rep performance – updated continuously.
Native integration with Salesforce and Microsoft 365. Activity data flows back automatically – no double entry, no lag in pipeline accuracy.
Built on Databricks – all data stays within your environment. Role-based access ensures reps see only accounts relevant to their territory.
When ad sales reps spend less time searching and more time selling – and when leadership has accurate, real-time pipeline data – revenue outcomes improve measurably.
Faster Deal Cycles
Reps arrive informed to every conversation - context gaps that slow deals are eliminated from the first call.
Higher Follow-Up Rates
Drafted follow-ups mean more client responses and fewer opportunities lost to silence after a meeting.
Accurate Revenue Forecasting
Automatic activity capture keeps Salesforce current - leadership gets forecasts based on actual engagement.
Reduced Revenue Leakage
Committed next steps and contract commitments are tracked - nothing falls through the cracks between calls.
Get accurate pipeline visibility and early warning when deals are stalling - without waiting for a weekly report.
Manage upfront, scatter, and programmatic accounts with full context on every deal, every rep, every day.
Walk into every client call prepared. Never lose a deal because a key detail was buried in an old email thread.
Stop chasing reps for pipeline updates. SalesNav AI keeps Salesforce accurate automatically.
SalesNav AI is built on Databricks and integrates with a strong ecosystem of data, cloud, and enterprise software partners to accelerate deployment within your existing technology landscape.
Explore insights on AI-powered sales intelligence, ad sales productivity, and CRM automation for media companies.
SalesNav AI is an intelligent sales assistant built for media ad sales teams. It connects to Salesforce, Microsoft 365, email, and contract systems to give every rep a single view of every account — with automated pre-call briefs, AI-drafted follow-ups, and real-time pipeline visibility for leadership.
SalesNav AI is designed for ad sales account executives managing upfront, scatter, and programmatic accounts; sales directors and VPs who need accurate pipeline visibility; and sales operations teams responsible for CRM accuracy.
Most deployments go live in 2–4 weeks. SalesNav AI connects to your existing Salesforce instance and Microsoft 365 environment without requiring data migration or changes to your current systems.
Yes. SalesNav AI is designed for media ad sales regardless of channel — linear, digital, programmatic, or sponsorships. It works with account structures and deal workflows common across all ad sales environments.
All data remains within your Databricks environment. SalesNav AI surfaces relevant information through a controlled, role-based interface — no contract data or deal terms are exposed to external systems.
