Intersight Startup Package: an all-in-one AI revenue platform to accelerate growth

Starting at $1200 per sales rep per year.

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Move Fast and Grow Efficiently

We solve common challenges for fast-growing startups looking to scale:

Rapid New Sales Hire Onboarding
Getting new sales reps up-to-speed quickly.    
Drive Sales Performance
Figuring out why one of your sales reps is doing better than the others.
Sales Efficiency and Process Improvement
Needing to automate busy work (e.g., CRM updates) and create a repeatable, efficient process.
Customer Focus   
Needing visibility on why some buyers move forward while others stall, so your whole team can focus on the right customers.

With Intersight, you get a single platform with all the tools to help your team outperform. It comes with Meeting Transcription, AI Meeting Summaries, AI Writing Assistance tailored to B2B tech and services sales, and Automatic CRM Field Updates to maximize sales efficiency.  

It bridges across your CRM, email, meetings and notes data and uses AI to transform your data into  Deal-mapped Guidance and Risk Alerts for sellers and Revenue Optimization Insights for leaders.

What's Included in the Startup Package

Meetings Module (AI Conversation Intelligence)

Conversation intelligence platform that captures key details from every meeting.

  • Transcription for Zoom or MS Teams meetings
  • Accurate speaker recognition
  • Full transcript & audio file
  • Automated AI notes and action items identification
  • Enterprise admin controls for privacy & security
  • Semantic search of meetings  

AI Docs (Drafting, Editing and Sharing)

Create high-value sales documents like business cases and mutual action plans or emails in seconds.

    • Template Library with 16+ pre-built, best-practice templates for many scenarios
    • Upload your templates  
    • Key details from calls & emails auto-populated into docs
    • Inline, AI-assisted editing

Smart (Auto) CRM Field Suggestions

Intersight "listens" to every call and email, extracting details like buyer needs, decision process, etc. and automatically drafts CRM field values to streamline CRM updates.

Revenue Forensics: Insight Reports

Insightful reports that help your entire revenue team pinpoint what's working and what's causing revenue leakage.

  • Analyze sales reps' performance and behavior
  • Uncover winning tactics, skill gaps, buying patterns, messaging impact, and enablement opportunities across deal cohorts.
  • Gain insights on every closed won & lost deal

**Meeting transcription only available in English today. Up to 400 hours of meeting recordings per months are included with the package. Transcripts data flow directly into our AI engine (along with email and CRM data), powering our AI document creation module, Revenue Forensics reports, CRM Auto-Updates, and Deals Guidance and Risk Detection system.

Platform Features Included

Intersight is an AI system that continuously analyzes and learns from your company data and helps you make better revenue decisions. Every customer gets access to core platform capabilities at no extra charge.

Email Integration

Connector to email (Microsoft Outlook or Google Mail) empowers Intersight to ingest and analyze email exchanges between sellers and buyers and use this information as context for AI to generate valuable outputs (e.g., sales documents).

CRM Connectors

HubSpot and Salesforce supported today.

AI Infrastructure

State of the art AI data vectorization, indexation, retrieval and AI performance evaluation tools are included in our platform. This tech stack powers our AI inference engine — turning your organization's raw sales data it into useful outputs for sales reps, sales leaders and marketing teams.

Pricing and Qualification Details

$1,200

Per Sales Rep Per Year
($100 per user per month.)

$0

For Support Team
Marketers, RevOps and other revenue team members.

We only charge users who are quota-carrying individuals. Marketers, RevOps and other members of the revenue team get access to Intersight at no charge. We require an organization to purchase a minimum of three seats ($3600 per year).   

What counts as a qualified startup?

Team Size
Your sales team has five or fewer quota-carrying team members.
Revenue Stage
You do not expect to make more than $5 million in ARR this year.
Company Age
Your company was founded on or after January 1, 2021.

Optional Add-Ons Capabilities (Additional Cost)

Deal-Specific Guidance

Intersight AI delivers deal-specific guidance drawn from the patterns of past wins, arming sellers with the right messages, questions, and customer stories to advance every opportunity. Key ways it helps sellers:

  • Anticipate buyer mindset
  • Provide persuasive talking points
  • Share relevant customer stories
  • Ask smart qualification questions

Risk Detection and Mitigation

Intersight AI continually tracks every risk seen in past and active deals. The moment a red flag appears, it alerts your seller and prescribes mitigation steps proven to work inside your own organization.

  • Instant alerts flagging emerging threats
  • Tailored remedies validated by your own past wins.
  • The system refines warnings as your deal universe evolves

The Value of the Intersight

Run an efficient sales process.

Utilize a single platform with all the tools to help your sales team outperform. Intersight comes with meeting transcription, AI meeting summaries and AI writing assistance tailored to B2B tech and services sales. It automatically updates CRM deal records and delivers insights helping sellers and leaders learn from every deal.

Help sales reps ramp faster.

Give your sellers actionable deal-mapped insights from your company's prior deals, so they can learn quickly what works and what doesn't and hit their quota faster.

One source of truth for revenue teams.

Marketing, Sales, RevOps, and the C-suite will receive the same reports and insights on how deals are won or lost, how buyers perceive reps' pitches, and whether your challenge has to do with the wrong buyers, uninspiring pitches, scattered demos, seller skill gaps, product issues or something else.

Stress less in board meetings.

Intersight's revenue forensics reports will help founders and revenue leaders quickly understand which aspects of their revenue engine are stalling and where the real issues lie – so they can deliver clear messages about their revenue plan to board members.

Frequent Asked Questions and Answers

How quickly can we get started?

Book a call today and if you qualify, we can get your team set up and off-and-running in as little as two days (from onboarding to users getting value from Intersight).

What if we have more than 5 sales reps?

The Startup Package is specifically designed for teams with five or fewer quota-carrying individuals. If your team is larger, please contact us to discuss our Professional and Enterprise packages.

Do we need to change our existing CRM?

No, Intersight integrates seamlessly with HubSpot and Salesforce, so you can keep your existing CRM while gaining all the benefits of our AI-powered platform.

How does the free access for non-sales team members work?

We only charge for quota-carrying individuals. Your marketing team, RevOps personnel, and other revenue team members get full access to Intersight at no additional cost.

Book a call today and if you qualify, we can get your team set up and off-and-running in as little as two days (from onboarding to users getting value from Intersight).