Halosight
Halosight offers AI assistants for account teams to leverage product catalogs, orders, and CRM data, driving execution through generative AI. The platform pinpoints friction, momentum, and behavior drivers across customer interactions, addressing issues like account cancellations and slow response times. Halosight has proven enterprise ROI with a stated multi-million dollar sales uplift reported by a user. It provides a knowledge database for account reps and managers, offering insights from notes, orders, and CRM data, along with smart follow-ups and instant access to product details. The solution integrates natively with Salesforce, providing real-time guidance, account summaries, and recommendations for reps, managers, and accounts, aiming to turn customer interactions into wins.
Halosight
Halosight offers AI assistants for account teams to leverage product catalogs, orders, and CRM data, driving execution through generative AI. The platform pinpoints friction, momentum, and behavior drivers across customer interactions, addressing issues like account cancellations and slow response times. Halosight has proven enterprise ROI with a stated multi-million dollar sales uplift reported by a user. It provides a knowledge database for account reps and managers, offering insights from notes, orders, and CRM data, along with smart follow-ups and instant access to product details. The solution integrates natively with Salesforce, providing real-time guidance, account summaries, and recommendations for reps, managers, and accounts, aiming to turn customer interactions into wins.
TL;DR
What they do: AI assistants and meeting intelligence that integrate with Salesforce to turn account data and conversations into recommendations and automated CRM updates
Founded: 2018 (company timeline) / 2019 (external listings)
Headcount: About 11–50 employees (source lists 22)
Funding: Total disclosed ~$3.7M; last reported funding 2023-04-18
HQ: Midvale / Salt Lake County, Utah, United States
Company Overview
Problem Domain
CRM automation, meeting intelligence, account management analytics for B2B sales teams
Founded
2018
Industry
B2B software / AI-powered analytics
Funding Track Record
1200000.00 USD
Dealroom lists an Early VC round ~Apr 2023 at $1.2M; overall funding aggregates reported at ~$3.7M