Poggio

Rep opens the relevant account or opportunity in Salesforce.

Poggio instantly aggregates data from recent Gong calls, external news, and CRM history.

The Superagent generates a tailored Point of View (POV) specific to the buyer's current challenges.

Rep reviews the summarized talking points and executes the call with high relevance.

Sales leader defines the target territory criteria in the CRM.

Poggio analyzes all accounts within the territory against historical win data and external signals.

The system stack-ranks the accounts based on how well the product solves their specific challenges.

Reps focus their outbound efforts on the top 10% prioritized list provided by Poggio.

Poggio Superagent actively monitors a target enterprise account for new data via APIs and web sources.

Upon detecting significant company news or executive changes, Poggio automatically updates the CRM account plan.

The system flags a newly introduced stakeholder and identifies a relationship gap in the buying committee.

Poggio pushes a Slack notification to the account executive suggesting an intro email to the new stakeholder.

A sales call concludes and is processed by Gong.

Poggio ingests the Gong transcript to extract key objections, action items, and sentiment.

The Superagent automatically updates the relevant Salesforce opportunity fields and relationship map.

A summary of recommended next actions is delivered directly to the rep's Slack.

Sales manager opens the Poggio dashboard inside Salesforce prior to a 1-on-1.

Manager reviews the objectively generated, up-to-date account plan and relationship map.

Manager identifies that an economic buyer has not been engaged in over 30 days.

Manager and rep use the insights to re-strategize and assign an executive sponsor to re-engage the account.