Tome

Tome – The AI assistant for sales is an AI-powered platform designed to augment sales teams by analyzing your playbook and CRM data to identify strategic opportunities, key decision makers, and resonance-worthy messaging. It helps you pinpoint target accounts, understand their initiatives, and craft outreach in the language of what matters to executives. Tome focuses on helping you break into large accounts with timely briefs, battlefield-ready talking points, and collaborative templates for a cohesive seller experience.

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Key Capabilities

• Strategic account insights: Identify accounts with initiatives you can sell to, growth indicators, and innovative movements.
• Stakeholder mapping: Map out buying committees and understand the roles of key decision makers.
• Executive alignment: Open conversations with exec-relevant context and craft outreach that resonates with executives’ priorities.
• Account language customization: Speak the account’s language by leveraging company overviews, financials, competition, and industry terminology.
• Value proposition tuning: Tie your specific value to what matters to each individual stakeholder.
• Case studies and social proof: Bring in relevant testimonials and case studies to strengthen positioning.
• Timely news integration: Surface updates like growth, changes, or ongoing innovation to stay current.
• Meeting prep and playbooks: Prepare for meetings with discovery questions, room mapping, and tailored talking points.
• Meeting scheduling: Set up meetings to get started with potential prospects.

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How It Works

• Ingests your sales playbook and CRM data to learn your processes, language, and winning patterns.
• Analyzes accounts to surface strategic initiatives, growth signals, and potential entry points.
• Generates targeted messaging and prep materials that align with each account’s context and stakeholders.
• Provides on-demand briefings and discovery questions to support reps during outreach and meetings.
• Integrates with your workflow to support collaboration across sales, marketing, and product teams.

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Use Cases

• Targeted account prioritization: Focus time on accounts with the highest strategic fit and likelihood of success.
• Multi-stakeholder outreach: Craft messages that resonate with each member of the buying committee.
• Exec-influenced selling: Create talking points and emails tailored to executive priorities.
• Competitive positioning: Understand how your offering stacks against competitors within the account context.
• Meeting enablement: Prepare discovery questions and talking points for productive conversations.

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Safety and Privacy Considerations

• Data used to tailor messaging is drawn from your own playbook and CRM data; ensure appropriate data handling aligned with your organization’s policies.

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Core Features

• AI-assisted sales briefs from playbook/CRM data
• Account prioritization based on strategic initiatives and growth indicators
• Stakeholder mapping and buying committee insights
• Executive-aligned messaging and value props
• Customization to speak the account language (industry terms, company overview, etc.)
• Case studies and testimonials integration
• In-the-news and competitive context updates
• Meeting prep: discovery questions, talking points, and room mapping
• Schedule and coordinate meetings with prospects
• Collaboration-ready outputs for sales, marketing, and product teams