WINN.AI is an AI-powered sales assistant that automates administrative tasks and provides real-time guidance during sales calls. It integrates with CRMs like Salesforce and HubSpot, capturing prospect data, updating records, and generating follow-up emails. The tool supports sales methodologies like MEDDPICC and BANT, offering live prompts to keep reps aligned with playbooks. It also syncs meeting summaries to Slack and reports a 9X increase in CRM fill rates and 30% better playbook adoption within weeks.

Key features include automated data capture, which structures prospect responses into CRM fields, and real-time playbook tracking, which guides reps during calls. The platform reduces admin work by 85%, freeing reps to focus on selling. It also simplifies playbook updates, enabling sales leaders to deploy new strategies quickly. Integration with existing tools is straightforward, though complex CRM setups may require extra configuration.

Drawbacks include a potential learning curve for reps unfamiliar with AI prompts, which can feel intrusive initially. Setup may take longer for teams with customized workflows. Compared to Gong, which focuses on call analytics, WINN.AI prioritizes live guidance and automation. Clari emphasizes forecasting but lacks WINN.AI’s real-time coaching.

The tool’s strength lies in its ability to streamline workflows and improve consistency across teams. It’s competitively priced, though costs vary by team size and integrations. Security is robust, meeting high industry standards.

Try a demo to test integration with your CRM. Ensure your playbook is well-defined to maximize value.