AI Teammate

Turn Sellers into Deal-Closing Powerhouses

From completing RFPs in minutes to prepping for calls, SiftHub's AI RFP software is your always-on sales teammate. Turn sellers into deal-closing powerhouses with AI-powered insights, collateral, and deal intelligence.

Start Closing Smarter
Icon

Bring scattered insights together in seconds

Lost in a labyrinth of client data? Stop chasing fragmented notes and call transcripts across countless apps. Our AI Teammate instantly delivers the tailored narratives you need when you need them.

Icon

Hyper-personalize sales collateral with just a click

Wasting hours on creating content for each deal? With just a click, you can generate solution stories and battle cards, pull up relevant case studies, and more.

Icon

Boost sales productivity with agentic workflows

Leverage connected knowledge sources and agentic workflows to draw on relevant, up-to-date knowledge and accelerate deal progress.

Unify scattered client insights in a single, conversational interface

  • Stop jumping between tools to try and understand your customer better - ask SiftHub instead
  • Prompt our AI Teammate to provide you insights on everything - from stakeholders’ moods on a call to pain points discussed, other vendors being evaluated, and the right sales approach to take
Drive, Gong, Zendesk, Salesforce, Slack, Highspot, and Seismic apps are shown to connect to SiftHub AI Teammate to show how ai for sales works to unify scattered company knowledge

Summarize discovery calls & evaluate deal quality

  • Generate detailed summaries of your client meetings from call transcripts via integrations with Gong, Chorus or Zoom 
  • Evaluate deal quality with just a click based on insights from calls, meeting notes on the CRM, Slack threads, and more
SiftHub translates knowledge from Chorus, Zoom, Gong and Salesforce into call summaries and actionable deal insights

Draft follow-up emails & handle sales objections with ease

  • Save time and effort spent on crafting follow-up emails by prompting our AI Teammate to do the thinking for you
  • Determine potential sales objections in advance and prepare ready responses to avoid delays in the deal cycle
SiftHub AI Teammate shows ai for sales in action by drafting a follow-up email to respond to a sales objection

Generate solution stories with just a click

  • Identify pain points and understand which aspects of your solution you need to highlight  
  • Unlock detailed sales strategies and guidelines on how best to approach and sell to each customer 
  • Locate supporting collateral like case studies, battle cards, product videos, and more in seconds
AI for sales in action shows knowledge from various apps coming together to produce a personalized, tailored solution story

Create battle cards that address specific pain points

  • Get real-time competitive intel when you need it 
  • Craft up-to-date battle cards in seconds to gain an edge in your sales deal
  • Ensure the information you’re using is accurate by easily tracing each response back to its source
Create battle cards using AI for sales with our AI Teammate

AI for sales in action shows knowledge from various apps coming together to produce a personalized, tailored solution story

Sift through our connectors

Our out-of-the-box Connectors and customizable options ensure a tailored experience to your business needs from Day 1.

slack
Slack
salesforce
Salesforce
hubspot
Hubspot
google drive
Drive
Highspot
Highspot
zendesk
Zendesk
Sharepoint
SharePoint
MS-Teams
Teams
Browse Connectors

Frequently asked questions

How does the AI Teammate deliver accurate, company-specific answers instead of generic AI responses?
Every answer the AI Teammate gives is grounded in your verified sources. That includes product docs, past RFPs, security policies, CRM data, and call transcripts. It does not pull from the open web or guess. Each answer links back to its source so your team can check it. As you complete more RFPs and add new content, the AI Teammate learns and gets more accurate over time. The platform is SOC 2 Type II and ISO 27001 certified, with built-in controls to flag outdated language and enforce approved wording.
How does SiftHub's AI Teammate fit into the tools my sales team already uses?
The AI Teammate works inside the tools your team already uses. That means Salesforce, Slack, Gmail, Google Sheets, Word, Excel, and web-based vendor portals. There is no new portal to learn. Reps get AI-driven insights, content, and answers right in their workflow through native add-ins and a browser plugin. This removes the friction that comes with a standalone tool. Teams see value from day one because the AI meets them where they already work.
We already use Glean, Gemini, or an internal ChatGPT setup. Why do we need SiftHub's AI Teammate?
Broad AI tools and search platforms answer questions from large data sets. They are not built for closing deals. The AI Teammate is built for sales and presales work. It reads deal context, buyer signals, rival positioning, and your product details. It goes past Q&A to create battlecards, RFP drafts, solution stories, proposal sections, and deal briefs. It also connects to your systems of record, like CRM, Gong, Slack, and Drive, and shapes content to each deal stage and buyer.
How do we measure whether the AI Teammate is actually improving deal outcomes?
SiftHub tracks more than usage counts. Built-in dashboards show answer quality, content reuse, RFP turnaround times, and review delays. Feedback loops let reviewers rate and refine AI-drafted answers, which improves future output. Every response has full audit trails and version history so leaders can judge both speed and quality. Customers see clear results. Rocketlane cut RFP turnaround by 50%. Sirion handles 1.5x more RFPs per month. Allego saves 14+ hours per project. These are gains in output and capacity, not just activity.
How does SiftHub handle data governance, security, and transparency?
SiftHub is built for strict data governance. The platform is SOC 2 Type II and ISO 27001 certified, with AES-256 encrypted backups and regular third-party audits. Your data stays yours. All links between systems are fully mapped, and you control who sees what, how long data is kept, and which approval steps apply. Every AI-drafted answer includes source links and full audit trails. There is no black box. Your legal and security teams get the clarity they need to approve rollout.
What if our team struggles to adopt yet another AI tool?
SiftHub cuts tool fatigue instead of adding to it. The AI Teammate plugs right into Slack, Gmail, CRM, and browser workflows. Reps do not need to learn a new tool. It replaces the mix of RFP software, proposal apps, and ad-hoc doc processes your team juggles today. SiftHub surfaces the right AI feature at the right moment in the deal cycle so reps know what to use and when. Superhuman moved 50 percent of sales team queries to SiftHub’s Slack bot within weeks. Teams adopt it faster because it brings workflows together instead of adding one more layer.

AI sales teammate built for every deal conversation

Book a Demo