Know Every Prospect in Seconds with AI Snapshot

Here’s a predicament we hear about from sales directors. See if it sounds familiar:

A high-value prospect walks in for their tour in 15 minutes. As always, you want to deliver a personal and meaningful experience that addresses their specific needs and builds on previous conversations. Instead, you're frantically clicking through activity logs, scrolling past months of notes, and trying to piece together fragments of information scattered across your CRM and sticky pads.

We’ve been listening and working on a solution.

The Problem: Scattered information is costly

Your CRM is a repository of prospect intelligence. Every call, email, review, and follow-up note is part of a larger story. However, manually synthesizing all that data is time-consuming, tedious, and details inevitably get lost.

That leads to missed opportunities, bland conversations, and the nagging feeling that you're missing something about your prospects.

As Sara Vozeolas, WelcomeHome’s Senior Technical Product Manager, explains:

"WelcomeHome users consistently tell us the same thing: 'I know the information is in there, but I can't get to it fast enough.' They've done the work building relationships and gathering information, but they need a way to access it instantly."

The Solution: An instant, intelligent recap

We built AI Snapshot to solve this exact challenge. With a single click, this feature analyzes every touchpoint in your prospect's journey, from life story to favorite hobbies, and delivers a real-time, personalized, comprehensive brief that gives you everything you need to know, in seconds.

AI Snapshot provides:

• A high-level overview of the prospect and their journey.

• Highlights on their qualification status, specific care needs, interests, and key influencers.

• Potential next steps based on their engagement and needs.

What it means for you

No more endless scrolling through past activities. AI Snapshot surfaces the most important information, so you can walk into every conversation prepared and confident. This tool saves time while empowering you to be more informed and build stronger relationships.

This is just the first step in using AI to help you work smarter, not harder. We're committed to building tools that solve real problems, and AI Snapshot will be a definite problem-solver for your daily workflow.

See AI Snapshot in action. Book your demo.