WINN.AI - The Handy AI Assistant for Sales Teams
WINN.AI is an AI-powered assistant designed to reduce sales busywork by joining you during virtual meetings, capturing data in real time, and automating CRM updates. It helps sales professionals type less and win more by providing AI-generated emails, playbooks, and actionable insights while you focus on the customer. The platform emphasizes seamless integration with popular CRM and sales tools, enabling faster deals, better CRM hygiene, and aligned team playbooks.
How it Works
- Join your meetings with WINN.AI and let it listen and capture customer responses automatically.
- One-click imports to Salesforce or HubSpot to keep CRM records up to date.
- Use real-time playbooks and AI-generated emails to stay on message and accelerate follow-ups.
Key Benefits
- Real-Time Playbook Tracking: Know which talking points you’ve addressed and what remains.
- Real-Time Data Capture: Automatically capture prospects' answers and import to your CRM with one click.
- AI-Generated Emails: Create timely follow-ups and proposals without typing.
- CRM Hygiene: Maintain clean, up-to-date records with minimal effort.
- Seamless Tool Integration: Works smoothly with Salesforce and HubSpot and your favorite sales tools.
- Frictionless Adoption: Standardized playbooks keep your team aligned and on-brand.
- Faster Ramp for New Reps: Reduce ramp-up time with consistent onboarding.
Target Users
- Sales Leaders
- Sales Reps
- RevOps teams
- GTM (Go-To-Market) teams
Safety and Compliance
- Data handling adheres to enterprise-grade security standards (SOC 2 Type 2 and GDPR compliance). Access and usage should follow your organization's data policies.
Core Features
- Real-Time Playbook Tracking during conversations
- Real-Time Data Capture and automatic CRM updates (Salesforce, HubSpot)
- AI-Generated emails for faster follow-ups
- Automated note taking and logging of customer responses
- Frictionless Playbook Adoption for teams
- Seamless Rep Onboarding with faster ramp times
- CRM Hygiene automation to keep records up to date
- Integrations with popular sales tools for streamlined workflows