Comprehensive Customer Insights: Addvocate unifies structured and unstructured data from CRMs, emails, social media, and more, offering a 360-degree view of customer behavior and engagement.
Enhanced Sales Preparation: Provides tailored insights, icebreakers, discovery questions, and actionable strategies to help sales teams prepare personalized and effective pitches.
Precision Execution and Analytics: Features like pre-meeting summaries, Opportunity Health Scores, and real-time dashboards enable precise meeting execution and informed decision-making.
AI-Powered Automation: Leverages proprietary AI for personalized recommendations, seamless CRM integration, and interactive dry runs to boost efficiency and sales performance.
Prepare
Thorough meeting preparation drives a 50% higher win rate, reducing CAC and boosting CLTV.
Save Time & Increase accuracy
Know your prospect at a glance
Unified Prospect View
Gain strategic insights into the company, financials, and key activities across sales, marketing, and product.
Detailed Contact Profiles
Access a bio for each contact, helping reps connect on a personal level.
Diverse Data Sources
Consolidates information from CRM, market research, podcasts, earnings calls, and more for a well-rounded view.
Save Time & Increase accuracy
Know your prospect at a glance
Unified Prospect View
Gain strategic insights into the company, financials, and key activities across sales, marketing, and product.
Detailed Contact Profiles
Access a bio for each contact, helping reps connect on a personal level.
Diverse Data Sources
Consolidates information from CRM, market research, podcasts, earnings calls, and more for a well-rounded view.
Save Time & Increase accuracy
Master a tailored pitch
Icebreakers & Discovery
Choose conversation starters and unique discovery questions tailored to each prospect.
Pitch Preparation
Identify specific topics to address and structure meetings around them.
Outcome Anticipation
Prepare effectively with targeted insights on potential meeting outcomes.
Execute
Execute with precision : you only have one chance to make a first impression.
Insights Snapcards
All in one go
Pre-meeting summary
A pre-meeting summary sent 24 hours in advance.
Guided Meeting Content
Includes key metrics, critical questions, and commit readiness criteria.
Comprehensive Contact Bio
Provides details on attendees for stronger connection-building.
From Conversation to Insight
More Than Words
Beyond Basic Transcription:
More than just capturing words, Addvocate transforms meeting transcriptions into actionable insights.
Actionable Summaries and Insights:
Automatically extracts key points, and next steps for immediate follow-up. Analyzes transcriptions to identify strategies to maintain deal momentum.
Centralized data:
Seamlessly integrates with CRM, linking transcriptions to opportunities.
Measure
Measure your impact : how are your deals progressing ? Make sure you never miss a piece.
The Opportunity
Health Score
Is the opportunity progressing toward closing ?
Know whether enough has been done to reach the target, determine what recommended actions are needed.
Tailored to each sales methodology such as MEDDPICC and Challenger Spin.
Rely on one single source of truth
KPIs We’ll Help Track and Improve:
The Dashboard :
metrics and KPI coming from CRM, but more usable and real life !
Weighted pipeline & commit :
comparing real time values to the objective
Pipeline health score :
based on what has been happening on each opportunity
Average conversion rate :
through all the funnel to identify the week spot where deals are lost
Improve
Maintain momentum with every action, infusing intent into each interaction to drive meaningful impact.
Where and why deals are lost
Identify your funnel week spots
Pinpoint areas where deals stall and need attention at various stages of the sales funnel.
Highlighting critical areas for improvement, allowing sales team to understand and address specific weak spots in the process.
Targeted improvement suggestions
Get actionable
recommendations
Receive actionable steps tailored to boost conversion rates.
Continuous Feedback Loop, track the impact of actions taken, driving ongoing progress.
Targeted improvement suggestions
Get actionable
recommendations
Receive actionable steps tailored to boost conversion rates.
Continuous Feedback Loop, track the impact of actions taken, driving ongoing progress.
Le plus ADDVOCATE
Know the truth
Pipeline Health Score Integration
Automatically applies the health score across all sales metrics, including commit and weighted pipeline.
Real-Time Accuracy
Provides a realistic, up-to-date view of key metrics to ensure reliability.
Quarter-End Confidence
Eliminate last-minute surprises by monitoring accurate progress throughout the quarter.
In summary
Addvocate is not just a meeting prep tool – it’s a full-cycle sales intelligence platform that provides personalized insights at every stage, creating a continuous improvement loop powered by intelligent automation. We guide AEs from discovery to closing with specific, actionable insights, ensuring they’re always well-prepared, reducing friction, and driving higher conversion rates.