WINN.AI

Description

WINN.AI is a revenue execution platform that helps sales teams run better calls and win more deals by guiding reps live during meetings and automating the admin work afterward. It joins calls in real time to reinforce the playbook, surface answers from a connected knowledge base, provide AI battle cards, and offer live coaching and in-call CRM visibility, so execution stays consistent across the whole team.

On the automation side, WINN.AI captures meeting notes and structured data, updates the CRM including custom records and fields, and generates call summaries, follow-up emails, meeting prep, next steps, and tasks. It supports popular qualification frameworks like MEDDPICC, SPICED, and BANT, and lets leaders update playbooks and knowledge so the whole team is guided on their very next call.

WINN.AI also extracts insights from every conversation to identify execution gaps, optimize playbooks, and track adoption, with a leadership dashboard and reporting on higher tiers. It offers automated Slack updates, the ability to ask questions across calls, custom AI insights, and API access, and is built with SOC 2, ISO 27001, and GDPR compliance. It is used by revenue teams at companies such as Deel, Kaseya, and Tipalti.

WINN.AI's Core Features

• Real-time playbook guidance with MEDDPICC, SPICED, and BANT

• Live answers from a connected knowledge base and AI battle cards

• Live AI coaching and in-call CRM visibility

• Automated note-taking and CRM updates, including custom fields and records

• Smart call summaries, follow-up emails, and meeting prep

• Structured data extraction and execution-gap insights

• Automated Slack updates and ask-anything across calls

• Leadership dashboard, reporting, and API access on higher tiers

How to use WINN.AI?

1. 1

   Set up your playbook: Add your playbooks and knowledge base so WINN can guide reps.

2. 2

   Join calls: WINN.AI joins meetings in real time to prompt reps and surface answers.

3. 3

   Follow the playbook: Reps get live guidance, battle cards, and coaching during the call.

4. 4

   Automate admin: WINN captures notes, updates the CRM, and drafts follow-ups automatically.

5. 5

   Review and optimize: Use insights and dashboards to spot execution gaps and refine playbooks.

WINN.AI's Use Cases

• Live call guidance
• CRM automation
• Sales coaching at scale
• Faster follow-ups
• Execution analytics

FAQ from WINN.AI

• What is WINN.AI?

  It is a sales execution platform that joins meetings in real time to guide reps, reinforce the playbook, and fully automate admin work like note-taking, CRM updates, and follow-ups.

• Which sales methodologies does it support?

  It supports frameworks including MEDDPICC, SPICED, and BANT, and can work with any methodology through custom playbooks.

• Can it update custom CRM records?

  Yes. WINN.AI automates CRM updates including custom records and fields, with unlimited fields, custom objects, and opportunity creation on the Enterprise plan.

• How fast can playbook changes take effect?

  You update your playbooks and knowledge base and your team is instantly guided on their very next call, without waiting weeks for training to stick.

• Does WINN.AI provide analytics?

  Yes. It extracts structured data from every conversation and offers reporting, a leadership dashboard, and custom AI insights to track execution gaps and playbook adoption.

• Is it secure?

  Yes. WINN.AI is built with industry-leading security and compliance including SOC 2, ISO 27001, and GDPR.