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Katalyst

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The AI Sales Agent for teams on Salesforce

What is Katalyst?

Katalyst is an AI sales agent that automates Salesforce updates, summarizes meetings, emails, and calls, and surfaces critical signals to help enterprise sales reps close deals. It turns every interaction into next steps, builds account plans, drafts follow-ups, and provides deep search across tools, ensuring pipeline data is always current.

What can Katalyst do?

  • 01

    Salesforce Automation

    Summarizes interactions and updates deal fields automatically.

  • 02

    AI Next Steps

    Suggests next steps based on playbook and deal history.

  • 03

    Signals

    Surfaces critical signals like leadership moves and news.

  • 04

    Account Plan

    Builds contextual account plans with firmographic data.

  • 05

    Email Followups

    Drafts context-aware follow-up emails after calls.

  • 06

    Deep Search

    Pulls hyper-specific data from web and 10+ tools.

Use Cases

  • Enterprise Account ExecutivesTurn every meeting, email, and signal into next steps while Salesforce stays automatically updated, so reps focus on selling.
  • Sales RepresentativesPrepare for calls with account plans built from firmographic, technographic, and decision-maker research.
  • Directors of SalesKeep pipeline data always current as customer interactions are summarized and written back to Salesforce.

Quick facts about Katalyst

Platforms
Web
Languages
English

Katalyst Traffic Analysis

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