Media sales teams work across CRM platforms, contracts, communications, account activity, and campaign systems—making it difficult to maintain visibility and act at the right moment. SalesNav AI connects revenue signals into a unified experience so teams can prioritize opportunities, improve execution, and focus more time on revenue growth.
Sales teams spend valuable time collecting account details, opportunity updates, and customer context before every interaction. SalesNav AI brings relevant revenue intelligence together so sellers can prepare faster and engage with greater confidence.
Customer activity, account history, pipeline movement, and sales insights are often distributed across systems—reducing visibility and slowing decision-making. SalesNav AI helps teams work from one connected view.
Follow-ups, next actions, and account engagement frequently depend on manual effort, creating delays and missed opportunities. SalesNav AI helps teams move from insight to action with greater consistency.
Without timely access to seller activity and account performance, leaders struggle to forecast, support teams proactively, and identify growth opportunities early.
SalesNav AI works across the full advertising sales and yield lifecycle to connect account signals, surface actionable intelligence, and help teams move from preparation to execution with less manual effort and greater visibility.
Integrate with CRM, Microsoft 365, email, contracts, and sales content sources - without disrupting existing workflows or moving data.
Bring together account activity, opportunity history, communications, meeting insights, and contract information into a unified customer view.
Automatically generate pre-call briefs with account context, deal progress, recent engagement, and relevant materials before meetings.
Generate meeting summaries, recommended next steps, and follow-up communication to help teams maintain momentum.
Automatically sync engagement and meeting outcomes into CRM to improve pipeline visibility and reduce administrative effort.
Give leaders access to real-time pipeline, seller engagement, and account insights to support forecasting and proactive action.
SalesNav AI brings account intelligence, workflow automation, and revenue visibility into one connected revenue intelligence experience.
For the full picture of how revenue intelligence works in media ad sales — SSPs, sell-through rate, media mix modeling, and more — see our revenue intelligence guide.
Create a complete view of customer interactions, CRM history, contracts, meeting notes, and sales content – all in one place.
Generate AI-assisted meeting briefs with account context, opportunity status, engagement history, and recommended actions before every conversation.
Turn conversations into action with AI-generated summaries, follow-up recommendations, and clear next steps to maintain momentum.
Enable sales leaders with real-time visibility into pipeline movement, seller activity, engagement trends, and follow-through metrics.
Integrate seamlessly with Salesforce, Microsoft 365, and communication tools to reduce manual updates and maintain data accuracy.
Built on Databricks – all data stays within your environment. Role-based access ensures reps see only accounts relevant to their territory.
When sales teams spend less time gathering information and more time engaging accounts, execution improves, opportunities move faster, and revenue performance becomes more predictable. Faster approvals also shrink the path from verbal agreement to invoiced deal — from around 12 days down to about 6.
Faster Opportunity Progression
Equip sellers with the right account context before every interaction—reducing delays and helping opportunities move forward with greater confidence..
Higher Follow-Up Rates
Turn conversations into timely actions with automated summaries and recommended next steps that improve account engagement..
Accurate Revenue Forecasting
Capture seller activity automatically and improve forecasting with connected pipeline and engagement insights..
Reduced Revenue Leakage
Track commitments, follow-ups, and opportunity movement more consistently to reduce missed actions and protect revenue..
Get real-time pipeline visibility, identify stalled opportunities earlier, and improve revenue forecasting—without waiting for manual reporting.
Manage linear, digital, and programmatic advertising accounts with connected account intelligence and greater visibility across deal execution.
Walk into every client conversation prepared with account context, opportunity insights, and recommended actions—without searching across disconnected systems.
Reduce manual pipeline tracking and improve CRM accuracy through automated activity capture and connected sales workflows.
SalesNav AI works with your existing cloud, data, and enterprise platforms—helping teams accelerate deployment, reduce disruption, and maximize current technology investments. Infocepts is a Databricks Silver Partner, giving media sales teams a proven, certified path to connect SalesNav AI with their broader data and AI investments.
Explore insights on AI-powered sales intelligence, ad sales productivity, and CRM automation for media companies.
SalesNav AI is an AI-powered revenue intelligence solution designed for media and advertising sales teams. It connects CRM, contracts, account activity, communications, and sales signals into one connected experience—helping teams prepare faster, prioritize opportunities, improve follow-through, and drive stronger revenue outcomes.
SalesNav AI is designed for media sales organizations including account executives, sales leaders, revenue operations teams, and advertising sales teams. It helps sellers spend less time gathering information and more time building customer relationships and advancing revenue opportunities.
SalesNav AI is designed to integrate with existing sales ecosystems and workflows. Depending on business requirements and system readiness, organizations can connect CRM, communication tools, and account intelligence sources without disrupting day-to-day sales operations.
Yes. SalesNav AI supports both linear and digital advertising sales environments by bringing together account intelligence, engagement activity, pipeline visibility, and revenue insights into a unified experience that helps teams make faster and more informed decisions.
Agentic AI refers to AI systems that take action on a person’s behalf, not just answer questions. In ad sales, that means automatically pulling deal context before a call, drafting follow-ups after one, and routing approvals — instead of a rep manually searching for that information. SalesNav AI is built as an agentic AI sales assistant for exactly this reason: less searching, more selling.
SalesNav AI is built with enterprise-grade governance and security principles. Data remains within the customer environment with controlled access, role-based permissions, and governance mechanisms that support secure collaboration across teams.
General CRM AI assistants are built for horizontal sales use cases. SalesNav AI is purpose-built for media and advertising sales — connecting linear and digital deal data, contracts, and campaign systems that generic CRM assistants don’t natively understand. Unlike Salesforce-native ad sales tools, SalesNav AI works across your existing CRM rather than requiring a platform switch.
Media sales teams using SalesNav AI have seen a 31% faster pitch-to-pay cycle, 22% more rep time spent selling, 40% tighter pricing consistency, and pipeline forecast accuracy up to 85%+ (from a baseline of ~65%) — shrinking the path from verbal agreement to invoiced deal from about 12 days to about 6.
No. SalesNav AI connects to Salesforce CRM, Microsoft 365, contract repositories, and other existing systems without requiring data migration, and most integrations go live in 2 to 4 weeks.
Yes. SalesNav AI is built on the Databricks Data Intelligence Platform, which is why all connected data — CRM, contracts, communications — stays inside your existing environment rather than moving to a separate system. Infocepts is a Databricks Silver Partner.
SalesNav AI recommends pricing based on comparable historical deals, so quotes stay consistent across reps and regions. It also routes deals through approvals automatically based on thresholds you define, removing manual bottlenecks between verbal agreement and invoice.
Ad sales software is technology built to manage the advertising sales process — pipeline tracking, pricing, deal approvals, and account intelligence — for media companies selling ad inventory across linear, digital, and streaming. SalesNav AI is ad sales software purpose-built for media, connecting CRM, contracts, and campaign data instead of relying on a generic sales platform not designed for how media ad sales actually works.
Look for three things: whether it connects to your existing CRM rather than requiring a switch, whether it’s purpose-built for media (linear + digital + programmatic deal structures) rather than generic B2B sales, and whether your data stays inside your own environment. SalesNav AI is built on Databricks specifically so ad sales data never leaves your governed environment.
