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.
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We're a smaller team - with just 8 reps on Salesforce. Is this built for us or are we going to feel like we're paying for enterprise features we don't use?
@peeyush_agarwal Yes, this would work well for your team. And there are different tiers to subscribe to where you get to decide how many total reps will use the platform.
@peeyush_agarwal Adding to yajwin's point, smaller teams often feel the impact faster, there's no ops person to keep Salesforce clean, so the admin falls on the reps directly. Taking that off 8 people who are all selling tends to show up quicker than at a 200-rep org.
@sahil217 The more complex, the better, honestly. We import your full configuration and the agent adapts dynamically. Custom objects, dependent picklists, formula fields, lookup relationships, record type rules, all of it. We've specifically built for messy enterprise Salesforce instances because that's where the real pain is. A vanilla instance is easy. Making it work on a 5-year-old instance with hundreds of custom fields is the challenge we've solved.
@sahil217 Adding to Avneet, the harder half of a complex instance is writing back into it, validation rules and required fields that reject a write. So we treat a write as done only when Salesforce confirms it, and surface the blocker if a rule rejects it, rather than silently failing. Reading the config is table stakes; writing cleanly is the real tes
We build account plans manually before every QBR and it takes our AEs hours. Can Katalyst generate those?
@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.
@armaaninder_singh adding to Avneet, the generated plan is a starting point you shape, not a locked output, so your AEs still bring their judgment, they're just editing something 90% done instead of building from a blank page at 11pm before the QBR. The hours saved are the grunt work, not the thinking.
Genuine question, couldn't I just paste my deal notes into ChatGPT and get basically the same output? What am I getting here that I'm not getting from a $20/month ChatGPT subscription?
@nilesh_phapale ChatGPT would only have context for that specific prompt you provided with the deal information. Whereas, the Katalyst agent works on signals, meeting information, emails, data across your Salesforce and more.
@nilesh_phapale The other half of it: ChatGPT hands you an answer you then re-key into Salesforce yourself. Katalyst does the gathering and the doing, across every deal, not just the one you remembered to paste in. A $20 tool helps you think about one deal; this runs the whole pipeline.
This is awesome but I'm an early-stage startup and we're not on Salesforce. Any plans to support HubSpot or go CRM-agnostic?
@binit_agarwala Hey Binit! Hubspot is coming very soon and in the roadmap is our AI-native CRM offering as well.
@binit_agarwala sure binit! stay tuned even more exciting times ahead!!
Does this actually improve forecast accuracy?
@ritik_desai_naitik_ Yes. Forecasts break when reps let Salesforce go stale, and that's exactly what Katalyst prevents. It keeps fields, next steps, and close data current straight from real calls and emails, then layers on hygiene scoring and deal pattern analysis so managers can see which deals are genuinely healthy. Accurate pipeline in means a forecast you can actually trust.
@ritik_desai_naitik_ One thing to add from the manager side: the value isn't just cleaner numbers, it's being able to see which deals are healthy versus which are being sandbagged or propped up, before the forecast call, not after the quarter closes.
Salesforce updates usually eat half my afternoon, but this actually nails it without me babysitting. The auto-summaries after calls have been shockingly accurate so far.
@melahatakgzhvi the summary accuracy is the part we lose sleep over, so good to hear it's holding up. and getting your afternoon back instead of feeding Salesforce is the whole reason this exists. thanks for sharing it.
@melahatakgzhvi Half an afternoon of Salesforce updates is exactly the tax we built this to erase, so getting that time back without babysitting is the win. And the summary accuracy holding up is what makes it something you can actually stop checking. Thanks for sharing