Sales AIssist

AI-powered sales automation and intelligence, embedded into your workflows.

What is Sales AIssist?

An AI sales assistant improves sales teams’ productivity, eliminate missing follow-ups, enhance forecasting, and streamline deal closures – Sales AIssist. It is a conversational, context aware, always-on AI assistant. It supports sales reps throughout the entire sales lifecycle, account management, and from lead research to pipeline planning.

It’s an intelligent sales assist that is personalized for your role, your accounts, and your stage in the sales cycle.

Conversational chat and voice interface

Embedded in Microsoft Teams, Outlook, and CRM

Context-aware responses from ERP, CRM, DMS, and other enterprise systems

Agentic orchestration with modular Sales AI agents

Enterprise-grade security, audit trails, and role-based access

Extensible to fit your business, industry, and scale

AI Modules Inside Sales AIssist

Sales AI assistant is a modular solution with purpose-built AI agents designed for daily sales use cases:

Live – Real-Time Sales Call Intelligence

  • In-call coaching and objection handling
  • Content recommendations during meetings
  • Surface relevant insights as conversations happen

Insights – Account & Market Intelligence

  • Pipeline analytics
  • Buyer research and competitor intelligence
  • Account profiling and whitespace identification
  • AI SDR solutions to minimize the gap between potential & performance 

Coach – Sales Rep Enablement

  • Post-call feedback
  • Objection handling simulations
  • Training content suggestions

Automate – Admin Task Automation

  • Email drafting
  • Call logging and CRM updates
  • Follow-up task generation

Assist – Knowledge & Content On-Demand

  • Smart content search from your knowledge base
  • Case studies, product decks, collaterals
  • Reminders and task nudges

Curate – Proposal & Email Generation

Plan – Territory & Forecast Management

  • Sales territory and pipeline planning
  • AI-powered forecasting
  • Resource allocation suggestions

Close deals 20 % faster, with clean pipelines and nudge reps in real time.

Top Use Cases of Sales AIssist

Sales AIssist - Screen

Meeting Preparation

Instantly get client background, stakeholder mapping, and a custom pitch deck

In-Meeting Support

Sales automation fetch relevant case studies, past orders, or proposals in real-time

Post-Meeting Updates

Voice-record your notes; AI sales assistant logs them, drafts follow-ups, and creates CRM tasks

Deal Revival

Nudge reps about aging opportunities and guide next best actions

Pipeline Planning

Sales AI suggests which deals to chase, accounts to engage, and follow-ups to prioritize

Business Impact Delivered by AI sales assistant

29% of sales rep time reclaimed weekly

3x faster proposal and quote cycles

18% increase in deal follow-ups

35% reduction in manual support/admin work

15–30% increase in sales productivity

20–30% improvement

200,000+ queries/month, 150+ users supported

>99.9% availability inside Microsoft Teams

Why Choose Sales AIssist?

We start with your sales challenges, not generic  sales AI features.

Accelerators for common sales tasks, ready to go live quickly.

From discovery to scale, we manage the sales AI journey with you.

You stay in control of your data, systems, and workflows.

Trusted Across Industries

Leading American sports equipment manufacturer

Global CDMO in pharma

Global construction enterprise
Top Indian fluorochemicals and textiles manufacturer
Global luxury hospitality chain

Rollout Approach: From Pilot to Scale

Discover & Map

Persona & use case
mapping

(2 weeks)

Deploy Pilot

1 assistant, integrated
and live

(6–8 weeks)

Refine & Launch

Expand with
feedback

(10–12 weeks)

Scale

Multi-function rollout, governance, dashboards

Ongoing

Ready to Put AI to Work for Your Sales Team?

Discover how Saxon’s Sales AI assistant boosts team productivity and accelerates deal closures.

Book a Live Demo

Archana Aila

Archana Aila

Position Here

With 2 years of hands-on experience in Power Platform, I’ve excelled in developing and implementing solutions for businesses, harnessing the power of Power Apps, Power Automate, Power BI, and Power Virtual Agents to streamline processes and enhance productivity. My proficiency extends to crafting custom applications, automating workflows, generating data insights, and creating chatbots to aid operational efficiency and data-driven decision-making.

With an intermediate knowledge in Azure cognitive services, incorporating them into Power Platform use cases to innovate and solve complex challenges. My expertise in client engagement and requirements gathering, coupled with effective team coordination, ensures on-time, high-quality project deliveries. These efforts have yielded significant accomplishments, solidifying my role as a valuable asset in this field.

Palak Intodia

Palak Intodia

Position Here

I am a tech graduate with a strong passion for technology and innovation. With three years of experience in the IT industry, I’ve been on a continuous journey of professional growth and skill development. My expertise lies in Power Apps and Automate, where I’ve had the privilege of contributing to multiple successful projects.

I’m dedicated to delivering results that not only meet expectations but also drive the success of the projects I’m involved in. I’m committed to my ongoing professional development and the pursuit of excellence.

Roshan

Roshan Jaiswal

Position Here

With nearly 2 years of dedicated experience in Power Platform technology, my expertise lies in crafting customized business solutions using Power Apps and Power Automate. I excel in identifying intricate business requirements and translating them into innovative, user-friendly applications. My daily tasks involve meticulously deploying applications across diverse environments and harnessing the full potential of the Microsoft ecosystem within business applications.

I have proven my adaptability by consistently meeting the demands of creating responsive and scalable applications. Also seamlessly integrating complex workflows and data sources, ultimately enhancing operational efficiency and driving sustainable business growth.

Sugandha

Sugandha Chawla

Position Here

Sugandha is a seasoned technocrat and a full stack developer, manager, and lead. Having 8 years of industry experience, she has been able to build excellent working relationships with all her customers, successfully establishing repeat business, from almost all of them. She has worked with renowned giants like Infosys, Ernst & Young, Mindtree and Tech Mahindra.

She has very diverse and enriching work experience, having worked extensively on Microsoft Power Platform, .NET, Angular, Azure, Office 365, SQL. Her distinctiveness lies in the profound domain knowledge, managerial skills, and process mastery, that she additionally holds, as a result of possessing a customer facing role, working with different sectors, and managing and driving numerous critical executions, single-handedly, end to end.

Vibhuti Dandhich

Vibhuti Dadhich

Position Here

Vibhuti, a Power Platform technology evangelist, has passionately embraced the transformative potential of low-code development. With a background that includes experience at EY and Wipro, she’s been a trusted advisor for clients seeking innovative solutions. Her expertise in unraveling complex business challenges and crafting tailored solutions has propelled organizations to new heights.

Vibhuti’s commitment to staying at the forefront of technological advancements and her forward-thinking approach have solidified her as an industry thought leader. Her mission is to empower businesses to thrive in the digital age, revolutionizing operations through the Power Platform.

Ruturaj Kulkarni

Ruturaj Kulkarni

Position Here

With 8 years of dedicated expertise in the IT realm, I am a seasoned professional specializing in .NET technologies and Microsoft Azure Cloud. My journey encompasses a profound understanding of software development using the .NET framework and a robust command over Azure’s cloud ecosystem. Throughout my career, I’ve demonstrated a knack for crafting scalable and efficient solutions, leveraging the power of cloud computing.

My passion lies in staying at the forefront of technological advancements, ensuring that my skills align seamlessly with the dynamic landscape of IT. Ready to tackle challenges and drive innovation, I bring a wealth of experience to any project or team.