Meeting AI: Show Up Ready for Sales Call
Meeting AI does the prep for you. Before each dealer or sales meeting it pulls together your pipeline, your recent activity, and the context on the people in the room, so you walk in sharp every time.
Most reps spend the start of every week digging through accounts to get ready for the meetings ahead. Meeting AI takes that work off your plate. It reviews your activity, pulls the numbers that matter, and hands you a clear picture of each dealer before you ever pick up the phone.
How Meeting AI Helps Reps
The right accounts, surfaced for you
Meeting AI reviews your activity and surfaces the key accounts, opportunities, and updates tied to your upcoming dealer meetings.
See where every dealer stands
Quickly see what has happened with each dealer, where opportunities sit today, and which conversations are moving forward.
Walk in with the full picture
Step into dealer reviews with a clear read on your pipeline by manufacturer line and by account.
Your schedule does the prompting
Meeting AI connects to your calendar, so every upcoming meeting brings the information you need to prepare.
What Meeting AI Pulls In
Each prep brings together the numbers from The REV and the context from the wider web, all in one view:
- Open pipeline amount for the account
- The last time you met with the people in the meeting
- Recent orders
- Background on who you are meeting with, drawn from LinkedIn, news articles, and other public sources
Preview the Prototype
A Smarter Way to Plan Your Week
Instead of reviewing accounts by hand before every meeting, Meeting AI gets you ready for:
- Dealer business reviews
- Weekly territory planning
- Opportunity follow up conversations
- Manufacturer updates
- Pipeline discussions
The result is a more organized calendar and stronger dealer conversations.
A Recap After Every Meeting
Meeting AI keeps working once the meeting ends. It sits in on your team calls, then sends a short summary to you, the dealer, and the end user. Each recap covers the risks to watch, the action items to own, and the overall sentiment from the conversation, so nothing slips between calls.
How It Works
Meeting AI runs through your email and calendar. There is no Salesforce requirement and nothing new to learn inside the platform you already use. Connect your Google or Microsoft calendar and Meeting AI handles the rest, with both automatic and manual options for running research on meetings and emails.
Get Ready for the Conversations That Matter
See how The REV helps sales teams organize activity, improve visibility, and prepare for important sales conversations.
Request a DemoFrequently Asked Questions
How does Meeting AI help me prepare for meetings?
Meeting AI connects to your Google or Microsoft calendar and researches every upcoming meeting for you. It surfaces open pipeline for the account, recent orders, the last time you met, and background on the people in the room. After the meeting it sends a recap with action items, risks, and conversation sentiment. No Salesforce dependency is required.
How does The REV reduce manual tracking?
Information is captured once, as part of a rep's normal daily activity. Pre-call plans, activity journals, quotes, and pipeline updates feed reports automatically, so line review prep that used to take a week takes one click.
What is The REV?
The REV is a complete sales performance, planning, and forecasting platform for Multi-Line sales reps, manufacturers, and dealers in the foodservice industry. Powered by Salesforce, it organizes goals, pipeline, quoting, activity, and reporting in one system so information is captured once and visible to everyone who needs it.
