Katalyst

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