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.
Does this actually improve forecast accuracy?
Katalyst
@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.
Katalyst
@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.
Katalyst
@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.
Katalyst
@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
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?
Katalyst
@moulik_sthapak Yeah, exactly what the pipeline view does. Deals are scored automatically on whether they're moving or stuck, no next step, stale, close date slipped, so a manager opens it and sees what needs attention instead of asking every rep. Zero Board pulls the flatlining deals worst-first.
Katalyst
@moulik_sthapak To add, the win here is managers stop being the status-gathering bottleneck. The signal that a deal is stuck comes straight from real activity, not a rep's optimistic guess, so those morning check-ins turn into "let's fix these three" instead of "what's going on everywhere."
Curious how it handles sensitive call content and client info, especially around compliance or regulated industries?
Katalyst
@mahmutjldv SOC 2's in progress, and we're built on SOC 2 / ISO 27001 certified infrastructure and vendors. We support data residency, store transcripts not call video, and handle PII. Happy to go deeper on your specific compliance needs, what industry are you in?
Katalyst
@mahmutjldv To add, we treated this as a design constraint from day one rather than a bolt on, minimal data captured, transcripts over recordings, and control over where it lives. If you're in a regulated space, happy to walk through the specifics with you directly so nothing's left to assume.
Curious about what changes for a salesperson day to day with Katalyst. how is this working in practise for them? What kinds of actions is Katalyst truly taking for the Rep
Katalyst
@shourya_mehra Day to day, the admin just disappears. Katalyst logs the meetings, updates Salesforce itself, writes the pre-call brief, flags signals the rep would've missed, and drafts follow-ups ready to send. They spend the day selling, not maintaining records.
Katalyst
@shourya_mehra to make it concrete: the moment you feel it is right after a call. By the time you're back at your desk, the field updates, the follow-up task, and a drafted follow-up email are already sitting there waiting for a quick yes. What used to be 20 minutes of typing becomes a minute of approving. And the day starts the same way, Katalyst hands you a short "do this now" list instead of you digging through tabs to figure out what needs attention. The rep's job shifts from writing things down to just making calls on what's queued up.
Finally gave it a real shot with a few of our Salesforce accounts and the call summaries came out scarily accurate, no editing needed. The deal pattern alerts caught a renewal slipping I would've missed by a day.
Katalyst
@asaroglu94127 Catching a slipping renewal a day early is exactly what the alerts are for, that's often the difference between a save and a loss. Glad the summaries held up clean too.
Katalyst
@asaroglu94127 This made our day, thank you! "Scarily accurate" is the bar we hold the summaries to, so that's great to hear. And if you ever hit the opposite case, an alert that fires when it shouldn't, tell us. Those reports shape the scoring more than anything else.
finally tried the meeting recorder and it actually pulled out the next step without me nudging it, which never happens with the other tools I've used. the deal patterns view is the kind of thing I'd want on a second monitor all day
Katalyst
@n_yalc32635 "second monitor all day" is the best thing anyone's said about the deal patterns view. and catching the next step without a nudge is exactly where other tools stop, they record, but leave the thinking to you. glad it's doing the part that counts.
Katalyst
@n_yalc32635 The next step surfacing on its own is the line between a recorder and an agent, one hands you a transcript to work through, the other does the working. And if the deal patterns view earns a permanent spot on your second monitor, that's the highest compliment it could get 🙏