Know exactly what to do at every account.
Too many accounts, not enough time. Which accounts need me most? What should I do at each stop? What do I need to fix? How do I prove I was there? The Agentic Framework answers all of these questions automatically.
The daily grind.
Before Account360
- ✗Manually research each account before visits
- ✗Guess which accounts need attention most
- ✗Assemble pitch books manually
- ✗Track samples and compliance on spreadsheets
- ✗Type notes after every meeting
- ✗Create tasks and follow-ups manually
With Account360
- ✓Pre-call briefs auto-generated 2 hours before visit
- ✓AI prioritizes accounts based on opportunity
- ✓Pitch books created in seconds with live data
- ✓Sample tracking with automatic compliance checks
- ✓Voice notes captured and summarized automatically
- ✓Tasks, calendar, and emails created automatically
From pre-call to follow-up—without you.
Agent aggregates data from all systems and generates personalized brief with talk track
Route optimization with real-time traffic and automatic check-in notifications
Auto-generated pitch book with account-specific data pulled live
AI ranks sell sheets by relevance to this specific account
Real-time pricing with compliance guardrails and MAP violation flags
Data-backed talk track with live insights during the meeting
Voice-to-text capture with AI summarization and auto-tagging
Auto-create tasks, calendar events, and follow-up emails
Sample tracking with compliance guardrails and budget monitoring
Automatic reporting of goals executed without paperwork
What happens when you can see what's really happening.
Per rep per day. That's 2+ more accounts you can visit every week.
Additional accounts per rep per week. More visits = more sales.
Reduction in time from data to decision. From days to seconds.
Ready to know exactly what to do at every account?
A 30-minute walkthrough shows you exactly how the Agentic Framework will transform your daily routine.