Pod - The AI Copilot for B2B Sellers

Pod | AI Pipeline Coach for B2B sellers is an AI-powered coaching platform designed to help sales teams close deals faster by providing real-time guidance, deal intelligence, and automated workflows. Built for Account Executives, Sales Leaders, and RevOps, Pod integrates with your CRM to prioritize opportunities, automate repetitive tasks, and standardize winning playbooks across the team. The solution emphasizes personalized coaching, data-driven insights, and scalable coaching at scale.

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How Pod Works

1. Pod connects to your CRM and pulls in deal data, contacts, and activity signals.
2. AI agents analyze each deal, providing prioritized recommendations, next best actions, and contextual guidance.
3. Reps follow suggested actions, while managers monitor team-wide performance and coaching needs.
4. All interactions and data are aligned with CRM records to keep pipelines clean and actionable.

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Who Uses Pod

• Account Executives (AEs) – close deals faster with real-time coaching.
• Sales Leaders – elevate team performance with personalized coaching at scale.
• RevOps – standardize deal intelligence and automate data hygiene across sellers.

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Key Use Cases

• Prioritize deals that are most likely to close today.
• Get real-time guidance on the best next action to move a deal forward.
• Automate repetitive data-entry tasks to save time.
• Analyze buying committees and stakeholder mappings to de-risk deals.
• Build and enforce a standardized sales playbook across the team.

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How to Use Pod

1. Connect Pod to your CRM and import your current deals and contacts.
2. Review the Priority and Recommendations dashboards to identify top-priority deals.
3. Follow AI-driven next actions (e.g., send emails, schedule meetings, update CRM fields).
4. Use Deal Intelligence and Framework Analysis to prepare for calls and refine messaging.
5. Track progress with pipeline metrics and coaching insights.

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Core Features

• AI Sales Coach: real-time guidance and personalized coaching for each rep
• Deal Prioritization: data-driven signals to focus on the most important opportunities
• Pipeline Management: manage next steps while keeping CRM data clean
• Deal Intelligence: synthesized research on deals and accounts to prep for calls
• Contact Mapping: optimize buying committee composition and engagement
• Framework Analysis: standardize sales processes and surface blind spots
• Meeting Briefing: proactive prep for upcoming prospect meetings
• Email Assistant: AI-generated emails tailored to deals and stakeholders
• Integrations: seamless connections with Salesforce, HubSpot, Google, Outlook, Gong, LinkedIn, and more
• Playbooks & Templates: reusable sales playbooks and recommended play actions
• Adoption across Roles: supports AEs, Sales Leaders, and RevOps for scalable coaching