Synthesis — AE partner

Account executive copilot—call prep, objection handling, and CRM hygiene.

LLMSalesforceGong-style audio

Highlights

Call transcript ingestion with speaker separation
Playbook-grounded objection responses
CRM field suggestions with validation rules
Deal risk flags based on stalled stages + sentiment
Team-wide snippet library with freshness

Overview

Synthesis joins AE workflows: it summarizes past threads, proposes next steps, and drafts follow-ups grounded in your playbook. CRM updates are structured—fields validate against your schema so garbage data does not pollute forecasts. Managers get coaching signals from call snippets (with consent).

At a glance

Snapshot signals we optimize for on this engagement—useful for stakeholders comparing fit and scope.

Hooks: CRM · calendar
Output: Drafts + CRM
Guardrails: Playbook + schema

How we delivered

Phased cadence—discovery through hardening—so expectations stay aligned with risk and learning cycles.

Playbooks
Imported sales methodology and talk tracks.
Pilot
AE cohort with weekly review.
Scale
CRM validation + coaching dashboards.

Sales trust

AEs can edit every draft—automation never posts silently to CRM.

Privacy

Customer names can be tokenized for model calls depending on policy.

Coaching

Managers see themes—not individual transcript voyeurism—unless permitted.

Screenshots

Additional UI captured in desktop framing—same product, more surface area.

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Zentisys

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