This Product helps you prepare for client meetings by automatically creating a detailed research report on the contact and company.
With one click and within 60 seconds, Upsales AI creates a PDF containing:
- Company information and financial metrics
- Past six months of meetings and activities with the client
- Email communications
- Order history and pipeline opportunities
- Latest news articles relevant to the company
- Year-on-year customer growth trends based on your sales model
- Credit risk assessment (based on past 12 months)
How it works
- Activate the AI-Pre Meeting Researcher
- Open the planned appointment in Upsales and click Create pre-meeting document:
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Within 60 seconds Upsales AI will create the research report, in your chosen language, and attach it as a PDF to the appointment
You may need to close and reopen the appointment to view the attached report