Revenue Execution
Execute with precision in every deal.
Guide sellers through every live deal with deal-specific prep, CRM answers, and agents that handle the follow-through, so execution never depends on how much time a seller has.
Plus de 2 000 entreprises pilotent leur moteur de contenu avec Showpad
For field selling that doesn't stop when the meeting ends.
Every deal gets the same preparation and follow-through, not just the ones a seller has time for.
Guidance and follow-through on every live deal.
Know the deal before the meeting, close the loop after it.
Field Seller Agent builds each briefing from your CRM, Microsoft Teams transcripts, and the seller’s own notes. Afterward, the seller captures what happened, online or offline, and confirms the CRM update and follow-up drafted for them.
- Meeting prep built for the next meeting on the calendar.
- Voice, photo, and text capture, online or offline.
- Seller-confirmed CRM updates and drafted follow-up emails
Natural-language CRM questions
Genie Assistant connects to Salesforce, so sellers can ask about their accounts and opportunities and get answers without leaving their workflow.
- CRM questions in plain language
- No-code Salesforce connection for Genie Agents
- Answers in the flow of work, with no tab switching
Agents that move specific deals forward.
Genie Agents take on the high-friction work around a deal, so sellers spend more time with buyers.
- Customer research before the first meeting
- Competitive and conversation intelligence for the deal in front of them, including from Gong
- First-draft RFP responses from an uploaded RFP
AI built for the field, governed for the business.
Field Seller Agent runs on the Showpad Data + Trust Layer, so every insight from the field stays protected and under your control.
- Admin-set instructions control the structure, tone, and length of meeting overviews, and what gets added to the CRM.
- Seller-confirmed updates keep the seller in control; every CRM update is reviewed and confirmed before it’s sent of what’s recorded.
- A strict zero-training policy keeps your data out of model training.
Revenue execution in action
GF, pionnier des systèmes de tuyauterie, fait le tri dans la multitude d'offres commerciales grâce à la précision offerte par l'IA de Showpad
Keep every meeting in sync with your CRM.
Field Seller Agent maps meeting insights to the right fields in Salesforce, Microsoft Dynamics, SAP C4C, and HubSpot, and Genie connects to Salesforce so sellers can ask about their opportunities directly. It also works with your Microsoft calendar and Teams meetings.
Découvrez tout ce qu’il est possible de faire lorsque tout fonctionne en harmonie.
Foire aux questions
Revenue execution guides sellers through each live deal, with deal-specific preparation, CRM answers, and follow-through after every meeting. Sales enablement, including sales readiness, gets every seller to the starting line with training, content, and practice in advance. Revenue execution picks up from there, in the flow of work.
Field Seller Agent builds a Meeting Prep briefing for each upcoming meeting on the seller’s calendar, drawing on CRM data, Microsoft Teams meeting transcripts, and the seller’s own field notes. Open commitments and talking points are ready before the seller arrives. Genie Assistant can also research a customer ahead of a first meeting via CRM.
After a meeting, the seller speaks and records, photographs, or types their notes, and Field Seller Agent drafts a summary and CRM update structured to your sales process and custom fields. The seller reviews, edits, and confirms the update before it goes to the CRM. The agent also drafts the follow-up email, and it works offline on supported iOS devices.
Field Seller Agent maps meeting insights to Salesforce, Microsoft Dynamics, SAP C4C, and HubSpot, following your sales process and custom fields. Genie Assistant connects to Salesforce, so sellers can ask about their accounts and opportunities without leaving their workflow.
Yes. Field Seller Agent runs inside the Showpad Data + Trust Layer, and a strict zero-training policy keeps your data out of model training. Admins set instructions that control the structure, tone, and length of meeting overviews and what gets added to the CRM, and sellers confirm every CRM update before it’s sent