Active automation challenges
Customer Success Managers (CSMs) use a shared dashboard (https://csm-reach-…) and want one-click access to the right Salesforce record and Drive folder per account.
The Delight product team uses an AI-powered chat agent called Harper, built on Delight's platform, and needs a self-serve staging environment to test new prompts.
The Campaign Asset Accelerator is a self-serve platform for Demand Gen and PMM (20–30 users) that drafts on-brand campaign assets in minutes.
Who uses it: A recruiter at Delight.ai (with potential applicability to Sales Navigator users) who sources passive candidates and hits the 25-profile collection cap.
The Sales team (20 AEs and managers) currently has no consistent process for prioritizing their daily outreach across hundreds of accounts.
The Sales team relies on a daily Google Sheets scorecard to track rep effectiveness across four key signals, but the pipeline is brittle.
The Deal Desk team manually audits deals before signature. An agent that flags pricing, terms, and missing artifacts would unblock 12+ hrs/week per reviewer.
The Sales team (15 reps) currently prepares QBR decks by hand. A consolidated, always-fresh dashboard would cut prep from 6h to 30min per rep.
Sales reps at a 15-person sales team currently have no centralized, personalized way to engage buyers post-demo across stakeholders.