Truva AI is a sales intelligence platform that automates busywork and provides AI-powered insights to improve sales outcomes. It seamlessly tracks all sales activities (online and in-person meetings, emails, notes, and more), extracts key data points, auto-populates CRM records, and generates actionable follow-ups, risk signals, and deal insights. The system emphasizes reducing manual data entry, improving follow-up timing, and delivering a single source of truth across your sales stack.
How it works
- Truva tracks and collects data from meetings, emails, calls, and other sales activities.
- It auto-extracts key deal data (deal forecast, pain points, company goals, tech stack, contact roles, engagement levels, etc.).
- Automatic CRM updates ensure your CRM is always up to date with accurate information.
- Intelligent mapping and configurable rules tailor data handling to your sales process.
- Smart follow-ups and drafted email templates help you stay on top of opportunities.
- AI-enabled insights analyze sentiments, speaking patterns, and moments to improve outreach and engagement.
- Real-time notifications and seamless integrations with popular tools (HubSpot, Salesforce, Google Meet, Microsoft Teams, Zoom, Slack, Gmail, etc.).
Core Features
- Auto-populated CRM with accurate data from sales interactions
- Automatic task detection and next-step recommendations
- Drafted follow-up emails based on meeting content
- Intelligent mapping and configurable rules
- Smart, timely follow-ups and reminders
- Sentiment analysis and engagement insights
- Sales activity analytics (pitch effectiveness, talk ratio, filler words)
- Real-time notifications and unobtrusive alerts
- Seamless integrations with major sales and collaboration tools
- Cross-channel visibility: online meetings, in-person meetings, emails, voice memos, notes, and more
How to Use Truva AI
- Connect your CRM and communication tools.
- Let Truva automatically capture activities and extract key data points.
- Review auto-generated CRM updates and suggested next actions.
- Use AI-enabled insights to tailor your approach and improve deal progression.
Use Cases
- Automated CRM data entry and clean-up
- Intelligent follow-ups and email drafting
- Deal forecasting and opportunity prioritization
- Sales team coaching through performance analytics
Safety and Legal Considerations
- Use for legitimate business purposes and in compliance with data privacy regulations; ensure proper consent for data capture and analysis where required.
Core Features Summary
- Auto-populated CRM updates from all sales interactions
- Automatic task detection and prioritized next steps
- Draft emails and follow-ups based on meeting content
- Intelligent data mapping and configurable rules
- Advanced sales analytics (sentiment, engagement, patterns)
- Real-time notifications and seamless integrations with major tools
- Multi-channel activity coverage (online/offline meetings, emails, notes, memos)