AI Sales Analyst
Your AI Sales Analyst
An intelligent agent that lives in your Salesforce, knows your business, and delivers trusted insights instantly—no waiting, no tickets, just answers
Empowering Every Revenue Role
See Clearly. Act Confidently.
Day One Impact at Every Level
A dedicated analyst for every user—no waiting. Reps: deal assessment and guidance. Managers: team insights and coaching opportunities. Leaders: in-depth analysis for strategic planning. From embedded insights to powerful conversational BI—everyone gets practical value immediately.
AI You Can Trust
Operates entirely within Salesforce's trust boundary, or connect to your LLM of choice. Engineered to eliminate hallucinations with source citations and evidence for every insight. Direct connection to your actual data, not copies or syncs. Enterprise security meets reliable intelligence.
No Coding, No Configuration, No Integrations
True native understanding of your Salesforce configuration and data. Knows your custom fields, respects your sharing rules, works with your team hierarchies. Intelligence that speaks your language, understands your process, and delivers insights based on complete context.
Conversational BI
Meet Oonu
Your tireless partner that never sleeps, never gets overwhelmed, and always has the answer. We call ours Oonu—what will you name yours? Ask sales questions in plain language—watch your agent dig through pipeline data, investigate opportunities, and analyze forecasts to expose what matters and deliver crystal-clear insights. Start with intelligent templates—from quick status checks to deal deep-dives to multi-year trend analysis—then explore deeper through conversation. What used to require reports, dashboards, data teams, and endless patience now happens in moments.
- Familiar Chat Interface—Like ChatGPT for Sales
- Complete Context Across Your Sales Data
- Dynamic Data Loading as You Explore
- Save, Share and Export Conversation Insights
- Start with Smart Templates or Ask Anything
- 100% Native in Salesforce, or Connect to Your LLM of Choice
PROACTIVE guidance
Daily Advisor
Your AI productivity partner that knows exactly what matters most. Every morning, get a personalized briefing analyzing your entire pipeline, calendar, and activities. AI surfaces critical deals needing attention, suggests optimal time blocks, and creates prioritized action items—all with one-click execution. Transform overwhelming data into a clear daily game plan.
- AI-Prioritized Action Items with One-Click Creation
- Smart Time Blocking Around Your Calendar
- Deal-at-Risk Alerts with Next Steps
- Meeting Prep Reminders with Context
- Team View for Manager Visibility
- Direct Access to Conversational AI for Follow-ups
EMBEDDED INTELLIGENCE
Forecast Insights
Find the good, bad, and scary in your forecast—without dashboards and spreadsheets. Embedded AI celebrates your wins (112% attainment!), flags your risks (0.7x commit coverage), and surfaces the scary patterns you'd miss (Q4 pipeline 40% below historical needs). Break free from monthly tunnel vision to see future opportunities and threats. Every insight cites specific data, not vague warnings. Intelligence that shows both what needs fixing today and what's coming tomorrow.
- Instant Summary of Current Status and Future Outlook
- Complete Context: Current Period, QTD, YTD, Annual
- Analyzes Your Standard Salesforce Forecast and Pipeline Data
- Full Metrics: Coverage, Attainment, Pipeline Health
- Identify Short-Term Actions + Long-Term Strategy
- Instantly 10x Your Forecast Understanding
EMBEDDED INTELLIGENCE
Opportunity Insights
Get to the truth about every deal in seconds. AI analysis cuts through optimistic forecasts and hopeful thinking to reveal what's actually happening—based on hard evidence from activities, engagement patterns, and stage progression. Know at a glance if a deal is real or at risk, progressing or stalling, single-threaded or properly qualified. No opinions, no guesswork—just data-backed reality checks on every opportunity page.
- Clear Positives, Warnings, and Risks at a Glance
- All the Data: Activities, Contacts, Stage History, Timeline
- Every Insight Cites Specific Evidence
- Facts Not Opinions—Data-Driven Truth
- Complete Context: Sales Methodology, Team Structures, Account History
- Qualification Gaps and Missing Information Flagged
Fully Integrated with Akoonu Forecasts Overlay
INTELLIGENT AUTOMATION
Sales Methodology
Make methodology compliance effortless, not a chore. AI assists in populating MEDDIC, BANT, or your custom framework by analyzing emails, calls, and activities—eliminating manual documentation. When gaps exist, AI suggests specific discovery questions and next steps to help reps fill them. Keeps qualification data current without the grunt work, so reps can focus on selling while managers get real methodology adoption. The intelligence that makes your sales process actually happen.
- AI Auto-Populates Fields from Activities and Emails
- Smart Suggestions for Missing Qualification Data
- Discovery Question Recommendations for Gaps
- Keeps Methodology Current Without Manual Updates
- Works with MEDDIC, BANT, SPICED, or Custom
- Visible in Opportunities and Forecast Reviews
INTELLIGENT AUTOMATION
Smart Summarization
Don't be in the dark about forecast changes. AI automatically documents every adjustment, creating clear visibility into what changed, who changed it, and why. Incorporates user notes into comprehensive narratives that explain the business reasoning. Creates intelligent summaries for scenarios showing potential impacts. Everything saved permanently in submission histories—no need to remember what was changed last week or last quarter. Just complete transparency showing exactly how your forecast evolved.
- Auto-Generated Submission Digests
- Converts Adjustments to Readable Stories
- Saved as Part of Historical Submissions
- Details the Basis/Impact of Your Scenarios
- Highlights High-Dollar Movements and Key Deals
- Never Be Left Guessing
Made in Montana with
Ready to see Akoonu in action?
Choose what works best for you. Schedule a demo or take a self-guided Test Drive in a Salesforce org with sample data.