Options for Modules
Opportunity Prioritisation
Focus on high-value opportunities — save 15+ hours per week and boost deal conversion rates by 30% with smarter prioritization.
The Opportunity Prioritization module ranks leads based on fit, engagement signals, and revenue potential, drawing insights from your CRM and past interactions. By highlighting leads most likely to convert, this module helps sales teams save time, improve focus, and allocate resources effectively. With real-time updates and actionable recommendations, it ensures every outreach targets the most promising opportunities.
Core Feature
Intelligent Lead Scoring
Revenue-Based Prioritization
Actionable Recommendations
CRM Integration
Meeting Preparation
Deliver impactful meetings—reduce preparation time by 50% and boost conversion rates with personalized insights and tailored materials.
The Meeting Preparation module provides sales reps with key client insights, historical data, and relevant materials to ensure every interaction is strategic and impactful. By consolidating information from CRMs, past engagements, and market trends, it equips reps to address client needs with precision and confidence. This streamlined process reduces preparation time, enhances meeting effectiveness, and leaves a lasting impression on prospects.
Core Feature
Customized Talking Points
Predictive Client Insights
Tailored Meeting Briefs
Material Recommendation
Next Best Action
Automatically generate visit reports and recommend optimized actions (e.g., follow-ups, personalized messaging, or content sharing) to nurture leads and drive pipeline momentum.
The Next Best Action module streamlines post-meeting workflows with voice-to-text capabilities, automatically generating structured visit reports. Using these reports as a foundation, it analyzes customer behavior and engagement signals to recommend precise next steps, such as tailored follow-ups or sharing relevant content. This helps sales reps engage leads with confidence, improve productivity, and drive conversions.
Core Feature
Voice-to-Text Visit Reporting
Engagement Signal Analysis
Pipeline Momentum Tracking
Outreach Content Suggestions
RFP Response
Craft tailored RFPs by analyzing client needs and aligning them with product benefits, creating polished, client-specific proposals.
The RFP Response module simplifies the creation of tailored proposals by analyzing client needs and aligning them with product benefits. By automating much of the drafting process, it ensures accuracy and consistency while saving valuable time. Sales teams can focus on building relationships and strategic bidding, confident that every RFP is crafted to impress and meet client expectations.
Core Feature
Client Needs Analysis
Competitive Differentiation Highlights
Customized Templates
Collaboration Workflow
Product Recommendation
Match client needs with the right solutions — boost 20%+ revenue and build customer loyalty with tailored recommendations.
The Product Recommendation module identifies personalized solutions by analyzing client requirements, preferences, and industry trends. By aligning product offerings with customer needs, it empowers sales reps to confidently suggest relevant solutions while maximizing upselling and cross-selling opportunities. This approach not only saves time but also enhances client satisfaction and builds stronger relationships.
Core Feature
Product Recommendations
Up-Selling & Cross-Selling Suggestions
Client Need Matching
Industry-Specific Insights
Smart Scheduling
Automate scheduling for high-potential leads — set up meetings at optimal times, reducing logistical tasks for sales reps and maximizing productivity.
The Smart Scheduling module automates meeting coordination by prioritizing high-value leads and suggesting optimal times based on engagement signals. By streamlining scheduling, it reduces administrative tasks, allowing sales reps to focus on building client relationships. This efficiency not only saves time but also ensures productive meetings that drive conversions and strengthen client interactions.
Core Feature
Lead-Based Prioritization
Optimal Time Suggestions
Integrated Calendar Sync
Automated Reminders
Customized Module
Tailored GenAI solutions designed to meet your unique business needs and unlock new opportunities.
The Customized Module goes beyond standard features, enabling companies to tailor GenAI use cases and functionalities to their specific workflows and goals. From identifying unique business opportunities to developing bespoke solutions, this module ensures that SalesGenie seamlessly integrates into your sales process.
With expert support, companies can unlock the full potential of GenAI, driving innovation, optimizing workflows, and addressing industry-specific challenges with precision.
