Actively's Per-Account Agents augment every role in your revenue organization. See exactly how we replace manual work, enhance decision-making, and accelerate outcomes across your entire GTM funnel.
Explore how Actively AI provides everyone in your organization with instant access to contextual, real-time intelligence to move faster and win more.
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Call Prep | Creates hypotheses on pain points and unmet needs, providing a clear roadmap on how to keep moving deals forward in every call. | Eliminate manual prep time |
Org Chart Mapping & Multi-threading | Builds complete persona maps, and continuously listens for relevant updates to surface right time recommendations to engage multiple personas | Reduce manual research efforts |
Competitor Takeout | Proactively surfaces potential competitors based on signals, and guidance on how to effectively position to win | Derisk competitive deals |
Doc/Deck Creation | Leverages all relevant data points to build ROI narratives and artifacts that are ready to share with key stakeholders | Reduce manual doc prep efforts |
Proactive Risk Identification | Flags deals that are at risk and strategies for how to save them, keeping reps laser focused on deals they might otherwise miss | Improve win rates |
Deal Review Coaching | Instant access to a "Devil's Advocate" with full deal context, allowing reps to pressure test their approach and create winning strategies for each account. | Improve win rates |
Handoffs | Produces handoff briefs for internal teams and leadership to ensure valuable context isn't lost | Reduce manual doc prep efforts |
Live call supportComing Soon | Provides instant access to a relevant expert (such as a virtual product expert or sales leader) to help answer questions in real-time. | Increase conversion rates |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Account Research | Consumes every relevant signal and presents hypotheses on pain points and unmet needs, providing a clear roadmap on how to convert prospects into pipeline. | Eliminate manual research |
Prioritization | Provides guidance on where reps should spend their time, including who to reach out to, messaging points, and relevant data references. | Improve conversion rates |
Messaging Customization | Reconciles the current state of each account with products and personas, and builds resonant messaging for reps to plug into their outreach cadences | Reduce manual efforts |
Multi-Channel Engagement | Recommends the best channels to use in reaching out to key contacts, and tailors messaging according to that channel | Improve conversion rates |
Multithreading | Builds complete persona maps, and continuously listens for relevant updates to surface right time recommendations to engage multiple personas | Eliminate manual research |
Voice AgentsComing Soon | Agents can leverage their account context and next best action hypotheses to make cold outbound calls and drive pipeline creation | Improve conversion rates |
Autonomous ExecutionComing Soon | Implement workflows with agents sending email sequences, multithreading to new contacts, and more, all without human intervention | Improve conversion rates |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Post Sales Handoff | Automatically creates documentation with relevant customer information, based on complete account context, so reps can focus on driving value | Accelerates time to value |
Cross Sell Identification | Proactively surfaces customers that are ready for expansion conversations, based on most current signals | Increase expansion revenue |
Churn Risk Monitoring | Flags at-risk accounts with clear strategies for how to mitigate, giving reps clarity on where to focus their efforts | Decrease churn |
Meeting Prep | Automatically prepares call briefs with key outcomes to drive so reps are providing immediate value to customers | Accelerates time to value |
QBR Deck Customization | Creates slides and any other relevant assets with deep customization based on account's unique context | Stronger customer alignment |
Customer Health Scoring | Builds and dynamically updates health score based on predefined rubrics, combined with changes in relevant signals | Reduces manual modeling requirements and upkeep |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Campaign Strategy | Agents work with marketing to stress testing campaign messaging and targeting, giving them context to make more data-backed decisions | Improved ROI on campaign spend |
Account Prioritization | Proactively unearths accounts, personas, and verticals that have untapped opportunity to help sharpen team focus | Increase pipeline |
Messaging Customization | Leverages complete context about every account to build messaging that marketers can use and test at scale | Improve conversion rates |
Messaging Governance | Integrates winning version of messaging and positioning into every relevant artifact (emails, case studies, landing pages, etc.), ensuring consistency in concert with sales | Increase deal velocity |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Improve Forecast Accuracy | Provides full visibility into pipeline health, surfaces issues and risks, and includes fully traceable logic on how the team is tracking against targets | Reduce manual reporting and auditing |
Deal Review | Evaluates deals against defined rubrics (e.g. MEDDPICC), and proactively surfaces those at-risk for managers to focus in on, with a clear strategy to course correct | Accelerate deal cycles |
Whitespace Mapping | Evaluates current deals by likelihood to close, helping leaders understand where reps are potentially wasting their time | Increase win rates |
Meeting Prep | Creates and shares in-depth briefs to review before calls, and proactively shares agenda and pre-reads with relevant contacts | Eliminate manual prep efforts |
Territory Management + Planning | Leverages historical data and emerging trends to give leaders clarity on where deals are more likely to close so they can effectively deploy resources | Improve team level quota attainment |
Rep Coaching + Development | Shows longitudinal patterns by rep with clear guidance on areas for improvement and long-term coaching | Reduce manual call reviews |
Rep Offboarding | Agents retain long-term memory of an account even after reps leave, ensuring that critical context isn't lost | Derisk attrition |
New Rep Onboarding | Provides new hires with actionable plans for each account, and surfaces early signs of success and failure | Reduce ramp time |
Govern Best Practices | Surfaces trends such as top objections and resonant messaging, helping guide leaders to course correct rep behaviors more effectively | Improve quota attainment |
Scale Strategic Initiatives | Seamlessly implement changes in positioning, persona focus, and other strategy by simply updating the base model, and agents will drive next best actions accordingly | Derisk strategy shifts |
Align Executive Initiatives | Provides single surface area for leaders to understand the true state of the business | Improve visibility |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Auto-Populate CRM Fields | Agents listen across every surface area (calls, data enrichment, web browsing, etc.) and automatically populates mission critical fields such as MEDDPICC, BANT, and more. | Eliminate manual/inconsistent data entry |
Self-Healing Data Hygiene | Agents constantly listen for and reason through changes in account details, and reconciles the current state with systems of record | Improve data fidelity |
Capacity Planning | Presents current state of territories, and hypotheses on where to shift resources to ensure maximum coverage | Reduce manual reporting and auditing |
Accelerate Forecasting | Provides full visibility into pipeline health, surfaces issues and risks, and includes fully traceable logic on how the team is tracking against targets | Reduce manual reporting and auditing |
Build on Shared Context Layer | Along with dozens of native integrations, Actively's API lets you integrate agents into any surface so teams get access to intelligence in their flow of work | Derisk AI adoption |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Accelerate In-House Models | Agents plug seamlessly into existing models, while also adding value with the most complete context graph, to help teams see value from their own build | Reduce time-to-value in AI investments |
Save Compute Costs | Actively's agent memory infrastructure allows teams to deploy virtually any use case without incurring incremental cost | Improve cost to value ratio |
Unlock New Use Cases | With a per-account agent architecture in place, teams can instantly deploy new teams and use cases with minimal setup required | Maximize value of AI investments |
Drive GTM Improvement | Actively's agents are continuously learning from outcomes and refining their approach, leading to better outcomes that compound in value over time. | Maximize value of AI investments |
Build Custom Interfaces | Actively's robust API allows teams to build custom command centers with on-demand intelligence and next best actions to meet the unique needs of the business | Increase AI adoption |
| Use Case | How Actively Helps | Benefit |
|---|---|---|
Accurately Forecast | Provides full visibility into pipeline health, surfaces issues and risks, and includes fully traceable logic on how the team is tracking against targets | More confident reporting to board |
Accelerate New Initiatives | Seamlessly implement changes in positioning, persona focus, product portfolio, and more as agents drive next best actions accordingly | Derisk strategy shifts |
Reduce Seller Toil | Agents remove manual work by drafting call briefs, slides, email messages, and more. Humans focus on driving growth, and feel more confident in their day-to-day work. | Improve efficiency |
Improve Sales and Marketing Spend Efficiency | Actively ensures that your teams are focusing on the campaigns, accounts, and contacts that matter most, and are always driving the next best action to get the most out of every dollar spent. | Improve spend efficiency |
Increase Revenue Per Rep | Agents work with humans on every deal to drive next best action, resulting in faster cycles, larger deal sizes, and higher win rates. | Increase revenue |
Accelerate AI Roadmap | With the power of a wall to wall intelligence system, teams see the value of AI in driving better outcomes, leading to increased adoption across more use cases and more innovation. | Maximize value of AI investments |