Launched this week
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.
What if the AI updates something wrong? Is there a way to catch it?
Katalyst
@sahil_bajaj2 Yes. Everything the AI does is logged in an activity history dashboard. Reps can review pending actions before they execute, approve or reject them, and even handle things in bulk. The agent is powerful but the human is always in control. Think of it like a really smart assistant that shows you the work before hitting send.
How do you prioritize which signal matters most?
Katalyst
@ved_vekhande1 By how much it affects the deal and how urgent it is, a slipping renewal or new decision-maker beats routine activity. And it's tuned to each rep's own pipeline, not a blanket rule.
What does pricing look like? Is this affordable for smaller teams or only for big enterprises?
Katalyst
@anjali_laddha Built to work for smaller teams, not just enterprise, there's a free trial to start, just connect Salesforce. Happy to share specifics for your team size, how many reps are you thinking?
The fact that it logs the call and drafts the follow-up before I even close my browser tab is genuinely useful, especially on back-to-back days.
Katalyst
@dilaranjjm Back-to-back days are exactly when that matters, no gap to write things up before the next call starts. Getting it done before you close the tab is the whole reason we built the flow that way. Appreciate you.
Katalyst
@dilaranjjm Yes! And it's also going to do this with context that you would normally take a lot time gathering! The manual work is really what's being skipped here. The agent can actually gather context you could miss and draft a really good email.
Finally ditched my note-taking scribbles mid-call. The follow-up drafts actually sound like me, which is a nice surprise.
Katalyst
@duran257125 Follow-ups sounding like you and not a template was one of the harder things to get right, so that's great to hear. And getting to actually be present in the call instead of scribbling is the real win. Thanks for sharing.
Katalyst
@duran257125 Drafts sounding like you rather than a template was genuinely one of the harder things to nail, so glad it surprised you. And ditching the mid call scribbling means you're actually present in the conversation, which is where the real deal work happens. Thanks for sharing 🙏
Is there a minimum Salesforce edition required? Would it work on Professional or does it need Enterprise?
Katalyst
@vidushi_jalan No edition requirement, it works on Professional or Enterprise alike. It sits on your existing Salesforce as-is, so there's nothing to upgrade before you can get going.
Sales teams already spend too much time updating CRM. If this actually reduces that manual work, it could be very useful.
Katalyst
@letitia00 100%. That's the exact time sink we built it to kill. Reps sell, Katalyst keeps the CRM current.
Katalyst
@letitia00 Exactly the problem we set out to kill, the CRM upkeep is time reps should never have to spend. It captures the work from your calls and emails and keeps Salesforce current on its own, so the selling stays with you and the admin doesn't. Would love for you to put it to the test.