Launching today
Katalyst
The AI agent that works your Salesforce Pipeline
486 followers
The AI agent that works your Salesforce Pipeline
486 followers
Katalyst is the AI sales agent for teams on Salesforce. Hang up a call and it's already done: notes summarized, records created, fields updated, follow-up drafted, next step set. It runs 24/7, reading every call, email, and calendar, surfacing the right signals, prepping you for each meeting, and prompting you to act: follow up here, this one’s slipping. What's new: AI Resolution on every account, meeting recorder, hygiene scores, deal patterns. Built for enterprise sales teams.
The meeting recap quality is genuinely solid, it pulled action items and field updates without me having to nudge it. Running on Salesforce feels seamless instead of bolted on.
Katalyst
@minec9mv Thank you Mine for the feedback!!
We build account plans manually before every QBR and it takes our AEs hours. Can Katalyst generate those?
Katalyst
@armaaninder_singh Yes, our AI account plans are built exactly for this. Katalyst pulls in company research plus your own calls, emails, and signals to generate a full account plan automatically, turning hours of AE work into minutes. And because it's built on live data, the plan going into your QBR reflects where the deal actually stands right now, not a snapshot someone stitched together last week.
Katalyst
@thys_beesman The biggest challenge could be that teams are probably not okay with agents taking full control of salesforce or updating it. However, Katalyst has an agent that provides suggestions and is fully controlled so that only what needs updating gets changed.
does the meeting recorder handle in-person conversations or just calls through your system, and how much do you lean on Salesforce data versus outside sources like LinkedIn for the deal patterns
For enterprise sales teams with complex Salesforce setups, custom objects, non-standard field names, and org-specific process rules, how much configuration work happens before Katalyst is actually writing to the right places? "Records created, fields updated" assumes the field mapping is solved, which on a heavily customized enterprise org is rarely trivial.
How does it actually handle calls when reps work from a softphone outside of Salesforce, does the recorder hook in at the carrier level or only on certain devices?
Love the pipeline focus. Right now our managers spend mornings going through every deal asking reps - what's the real status here. Does Katalyst surface that automatically like can a manager open it up and see which deals are actually moving vs. stuck?