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Description
Katalyst functions as an AI-driven sales assistant that enhances your Salesforce pipeline by converting calls, emails, and various signals into actionable Salesforce updates, next steps, and account strategies, enabling enterprise sales representatives to focus on closing deals rather than merely managing tasks. It identifies crucial signals, provides summaries of all interactions, and ensures that each deal remains current by documenting customer engagements through meetings, notes, emails, and calls, subsequently updating the relevant fields in Salesforce. With real-time pipeline information, teams can enhance their forecasting, analyze their pipeline more effectively, and gain insights into win/loss trends without the need for tedious manual CRM upkeep. By leveraging the company's playbook, historical deal data, and context, Katalyst transforms every interaction into meaningful action, suggesting appropriate next steps and automatically logging them back into Salesforce. Furthermore, it highlights significant deal indicators, such as changes in leadership, new hires, industry events, news updates, 10-K filings, and website activity, empowering sales representatives to connect with buyers at optimal moments and advance opportunities with assurance. This powerful tool ultimately streamlines the sales process, allowing teams to operate with greater efficiency and confidence in their strategies.
Description
Threekit is an AI sales agent designed for enterprise manufacturers selling complex, configurable products. The platform is trained on a manufacturer's own catalog, business rules, and pricing data, enabling dealers, end customers, and sales reps to move from a complex catalog to a configured product and qualified next step.
The platform includes two core products. The Sales Agent for CPQ accepts voice memos, photos, specs, RFPs, and natural language to generate valid configured proposals with budgetary pricing. The Web Leads Agent engages inbound website visitors, qualifies buyer intent, and routes high-intent traffic to self-serve quoting, a dealer, or a sales rep.
Threekit integrates with Salesforce CPQ, Oracle CPQ, Infor, Configure One, SAP, Shopify, B2B commerce platforms, ERP systems, PIM, CMS, DAM, and CRM systems. It runs alongside existing infrastructure without requiring migration and deploys in 90 days.
Key capabilities include AI-powered guided product configuration, rule-based validation ensuring only valid builds are produced, real-time pricing against price books and margin rules, photorealistic 3D and augmented reality product rendering, and shared collaboration deal rooms for real-time customer and seller interaction.
All AI recommendations are governed with no hallucinations, no competitor mentions, and no cross-customer data sharing. The platform includes a full admin, moderation, and analytics dashboard. Threekit is ISO 27001 certified and is available as a standalone portal, embedded in sales tools, or deployed on company websites. It serves 150+ manufacturers in windows and doors, building materials, furniture, AV equipment, heavy equipment, and medical devices.
API Access
Has API
API Access
Has API
Integrations
CircleBack
Configure One Cloud
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Infor CPQ
Microsoft Outlook
Notion
Integrations
CircleBack
Configure One Cloud
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Infor CPQ
Microsoft Outlook
Notion
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Katalyst
Founded
2024
Country
United States
Website
www.joinkatalyst.com
Vendor Details
Company Name
Threekit
Founded
2018
Country
United States
Website
www.threekit.com
Product Features
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Visual Configuration
2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
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