Here's exactly how our account executives use Salesloft agents to move deals forward:
Milena Kaul had two high-stakes meetings coming up this week, and her forecast depended on them.
1. A renewal that was at risk of slipping away.
2. Big expansion opportunity with a key account.
Normally, preparing for these would have taken her a full day of digging through Salesforce, sifting through conversation transcripts and old email threads.
Instead, she used our Ask Salesloft AI agent. 🗣️
She wrote: “What should I bring up in these meetings?”
In under a minute, it pulled every relevant signal, including CRM notes, past conversations, email history, and even potential risks.
- It saved her hours, and she showed up hyper-prepared for both calls.
- It helped her champion tell the right story to her executives on the renewal call.
- She delivered a value-driven demo that helped her advance the expansion opportunity.
They looked like rockstars, and it's all because they used the right tools to prepare in minutes, not days.
👇🏼 Hear from Milena herself and make sure to drop questions for her below!