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Break down data silos, win more deals
From frontline sales reps to marketers to revenue ops to sales leaders, Intersight's AI agents help everyone on a revenue team improve deal outcomes and operational efficiency.
Intersight is For Your Entire Revenue Team
Our agentic AI sales execution platform helps revenue teams improve win rate, velocity, deal size and predictability.
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Product Features
Prioritize Deals
See all of your active deals - synced from your CRM - in a single dashboard. Filter the deals by activity level, close date, and other criteria to determine which ones need your attention. Further, our AI agent will proactively notify you whenever we find risk factors in your deals and suggest mitigation steps —to help you prioritize your time.
Progress Deals
Intersight's AI agents provides tactical, how-to guidance and productivity tools to help sellers progress each deal and meeting effectively.
Quickly see key facts about each deal, including your contacts, activity history with the contacts, account-level information, and similar deals your company has won (based on attributes such as use case, industry or product SKU).
Intersight's AI agent suggests tailored, bite-sized guidance for each deal based on what's worked in winning similar deals. Guide topics can help you anticipate client needs, priorities, concerns, and questions. We suggest talking points, winning messages, and customer stories to tell as well as key questions to ask your prospects to qualify each opportunity and confirm the necessary details to move a deal forward.
Leverage a library of document templates and AI to draft documents (e.g., business case, mutual action plan) and email messages to save up to 10 hours a week in content creation. Keep your account team up-to-date with situation-specific briefing docs. such as a demo plan for your solution engineer or a customer onboarding prep memo for a CSM.
No more manual CRM updates. Intersight listens to all your meetings and email exchanges, automatically finds updateable CRM fields, and suggests field values content on your behalf. Once you've reviewed and hit "accept," we'll automatically push this information into your CRM.
Intersight maintains a dynamic and comprehensive record of all risks encountered in your company’s past and current deals. With its deep understanding of your organization, it proactively notifies you when new risks arise in current deals, offering tailored mitigation strategies based on what has worked well for your team before.
Want to use Intersight but need to get your boss's approval?
Simply introduce us to your sales leader, marketing leader or RevOps leader and we'll take care of the rest. You will receive a 10% commission (up to $10,000) for each closed won deal from your referral.
Intersight uses agentic AI to deliver concise, stage-specific, and persona-tailored guidance for every active deal by drawing on strategies that have won similar deals in your organization. The system continuously analyzes your sales activity data to extract best practices from your top performers, then distributes actionable “how-to” insights to every rep. You can customize the criteria that drive this guidance, ensuring that recommendations align with your strategy.
Level Up
Intersight will help you understand where and why your team is succeeding and which specific tactics and messaging drive winning outcomes. Get insights into what buyers care about - in their own words, how reps are actually pitching the product, what buyers think about your competitors, and why specific deals are won while others are lost. We'll auto-generate an insights report whenever an active deal is marked "closed."
Analysis and Insights
Intersight can analyze a sales rep's activities —spanning multiple deals over several months—to help you understand what an individual is doing well and their growth areas. Run a report on a top seller to gain insights into the deal progression tactics, winning talk tracks, and pitches they used, and pinpoint replicable strategies that can be taught to the rest of your sales team.
Performance Insights
Intersight automatically finds update-able CRM fields for each deal and fills in suggested values based on "listening" to reps' calls and emails and analyzing the content. Reps get to review and edit AI-suggested field values before they let Intersight write those values to your CRM. You have full control over the fields Intersight can update with AI and you can always see a lot of historical updates.
Enhance Decision-Making.
Sure you can use Gong or Chorus to transcribe your meetings and review the recordings. But those tools are more expensive than they need to be. The Intersight platform comes with our own meeting recording and transcription bot that can join meetings via Zoom and Microsoft Teams. We offer a far more cost-effective alternative to the dominant players' solutions.
Transcription Service
How We Use AI for Revenue Intelligence
We use LLMs to analyze detailed sales activities and customer interactions across multiple apps and data stores in your company environment. Let us handle the data extraction, transformation, pre-processing, and prompt-engineering work - so your sellers can gain actionable revenue intelligence and focus on what they do best — closing deals.
Integrated with Your Tech Stack
Intersight uses generative AI and machine learning to mine data from detailed sales activities and customer interactions across multiple apps in your environment. Intersight does the heavy lifting – joining the silos across your organization – to empower you to access valuable insights and improve revenue outcomes.
We Take Pride in Our expertise
Intersight is staffed by experts in AI, data science and data engineering and B2B sales. We are continuously pushing the proverbial envelope to effectively leverage AI to solve problems faced by sales professionals and revenue leaders.
We Take Security and Your Privacy Seriously
Intersight integrates securely with your existing CRM systems, call recording systems, emails, and calendars, leveraging AI technology from Microsoft Azure and OpenAI to generate actionable sales insights and guidance.
Data collected is strictly used for generating insights and recommendations relevant exclusively to your organization.
We protect your data with robust security measures, including encryption in transit and at rest using TLS 1.2+ and AES-256, secure hosting on Microsoft Azure, integrated user identity management, RBAC, regular audits and continuous monitoring.
We are deeply committed to maintaining the privacy and confidentiality of your data.
Data Ownership: You maintain full ownership of your data at all times. Neither Intersight nor our technology partners (Microsoft Azure, OpenAI) lay claim to any data ingested or generated.
Compliance: Our platform complies with key regulatory standards, including GDPR, CCPA, and other applicable regional privacy regulations.
Data Residency: Intersight data is hosted within Microsoft Azure data centers. Customers can specify the data residency region to meet local compliance requirements.