Use Cases For Sales Engineers

How Sam's Call Intelligence helps Sales Engineers

Walk Into Every Meeting with Confidence

Sam prepares you with everything you need: who you're meeting, their professional background, personal anecdotes, key company insights, and even a 10-K summary. Plus, it recaps past conversations—so you can focus on building rapport and closing deals

Focus on Selling, Not Note-Taking

Stay focused on your customers while Sam captures meeting notes, action items, and structures insights using your qualification checklist. Forgot a detail? Just ask Sam.

Shape Your Product Roadmap

Sam tracks the most requested features and top deal blockers automatically, giving you real customer data to back your roadmap requests

Identify Enablement Gaps

Sam tracks the most common questions, objections, and competitor mentioned in your sales calls—so you can create enablement that actually helps your team win

Qualification on Auto-Pilot

Give Sam your discovery and qualification checklist, and it automatically updates your CRM with the answers captured during calls—so you always know which deals are qualified and which need more discovery.

Walk Into Every Meeting with Confidence

Focus on Selling, Not Note-Taking

Stay focused on your customers while Sam captures meeting notes, action items, and structures insights using your qualification checklist. Forgot a detail? Just ask Sam.

Qualification on Auto-Pilot

Shape Your Product Roadmap

Sam tracks the most requested features and top deal blockers automatically, giving you real customer data to back your roadmap requests

Identify Enablement Gaps

Sam tracks the most common questions, objections, and competitor mentioned in your sales calls—so you can create enablement that actually helps your team win

How Sam, the AI Sales Engineer, Helps Sales Engineers

Accelerate Your Ramp

New to the team? Sam is your always-available sidekick, helping you learn the product and positioning so you can ramp fast without blocking on your teammates

Scale Your Expertise, Save Your Time

You’ve built deep product knowledge—but answering the same questions over and over isn’t the best use of your time. Sam captures your expertise, so you can spend less time on Slack and more time closing deals

You’re Not a Comfort Blanket

Your top of funnel is full of tire kickers, yet reps still pull you into calls “just in case” things get technical. Let Sam join those early calls so you can stay back until the deal is qualified and focus your time on real opportunities

Sell Multiple Products with Confidence

Selling one product is hard enough—juggling multiple SKUs can be overwhelming. Sam acts as your go-to product expert, so you're ready to sell any product with confidence

Fill RFPs in minutes

You didn’t go into Solutions to fill RFPs. Well, Sam’s got your back. It sources answers from past RFPs, docs, and even sales calls to fill RFPs in minutes. Magic!