Before every call
Your rep walks in without knowing the customer lost a key executive last month — or that a competitor just finished a pilot there.
ShareSales AI+
An AI-native sales platform. It researches accounts before every call, captures every interaction automatically, and scores pipeline health in real time — so your reps sell, and AI handles the rest.

Your rep walks in without knowing the customer lost a key executive last month — or that a competitor just finished a pilot there.
The CRM gets updated Friday, from memory, abbreviated. Half the detail is gone. None of the commitments are on record.
Two days. One product specialist. Three spreadsheet versions. At least one pricing error. Meanwhile the customer is talking to someone else.
None of this is a sales problem. It's an operations problem and ShareSales AI is built to solve it at the source.
Five moments in the sales workflow
Before the first call
ShareSales AI enriches each account with company details from connected data sources, including industry, headcount, funding history, and key contacts with their career history, and combines them with your own CRM history. Your rep walks into every first conversation knowing who the customer is and who influences the decision.

During and after every interaction
Every call and meeting is transcribed and analysed. Customer needs, budget signals, key objections, agreed next steps — written back to the opportunity record before your rep closes their laptop. No manual logging. No missing commitments.

Time to quote
Custom product configuration, tiered dealer pricing, promotional rules that vary by account — ShareSales AI handles the full complexity of enterprise B2B quoting. Describe what the customer needs. Get a complete, accurate proposal. No specialist required for standard configurations.

Deal health
ShareSales AI continuously scores every deal based on objective signals: stakeholder coverage, stage task completion, conversation content, historical patterns. Risk surfaces before the quarter-end surprise.

Pipeline forecast
Four simultaneous forecast models — best practice, rep commitment, stage-weighted, manual adjustment. Drill from a summary number into the individual deals driving it. See what changed since last week.

Custom pipelines, stage conditions, approval workflows, and task requirements — configured to match how your team actually sells.
Complex BOM, multi-SKU, attribute pricing, tiered dealer structures — the system handles the configuration logic your business actually runs on.
Every AI recommendation draws from your own account history, your win patterns, and your customer data — not an industry average.
Tender monitoring, complex BOM quoting, and multi-tier dealer management — in one system. AI tracks the long-cycle relationships that determine whether you win the next round, not just the current one.
AI-optimised field rep routes. Automated SKU selection and promotional pricing. Every store visit captured without the rep stopping to fill in a form.
Multi-stakeholder deal cycles, technical evaluations, and recurring contracts make pipeline visibility hard to hold onto. AI tracks buying-committee context across the deal and keeps renewal and expansion opportunities from slipping through.
We used to submit forecasts on gut feel. Now every commitment is written back to the CRM the moment a review ends — and the number we report is the number that closes.
Kevin H.
Head of Sales Operations · ICT
Meeting notes used to live in someone's head until Friday. Now records are captured by voice in two minutes, structured, and 95% land straight into the CRM without edits.
Vivian Z.
Sales Enablement Lead · Digital Service
Every deal now carries an objective health score from what actually happened, not what a rep hopes. Quarter-end surprises have basically stopped.
David C.
Sales Director · Manufacturing
Trusted by 7,000+ enterprises globally
45 minutes with our team, walking through your industry, your data, your systems — with ShareAgent live against a sandbox of your own CRM shape.