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Halosight

AI FOR ACCOUNT MANAGERS

Founded:

2019

Support

Halosight is AI for account managers and customer advisors who want to use every email, text, ticket, and conversation to prioritize, personalize, automate and coach. Turn customer interactions into profitable team improvements.Halosight is an AI service available on the Salesforce AppExchange. If your team needs to qualify opportunities, improve their performance, or discover whats working in their playbook, set up a demo today.

Halosight is an AI-driven platform designed to enhance the capabilities of account and revenue teams by turning customer interactions, like messages, notes, and meetings, into actionable insights. The product leverages AI to personalize and prioritize workflows, helping businesses engage and grow their accounts more effectively. It does this by offering real-time guidance, account summaries, and recommendations through its native Salesforce components. By automating mundane tasks and providing an AI copilot for reps, Halosight makes account management more proactive and efficient, leading to significant sales improvements.

Support teams, especially those in companies utilizing Salesforce, benefit from Halosight by accessing streamlined and personalized customer interaction insights, which are crucial for prioritizing tasks and improving customer service. The platform's focus on uncovering hidden drivers of customer behavior facilitates improved response strategies and operational efficiencies. Its seamless integration with Salesforce ensures that teams can access AI-powered dashboards and automation tools to enhance their performance, identify growth opportunities, and improve team dynamics.