Segment X
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About
Segment X uses AI to help B2B sales representatives create personalized account plans and sales materials, rooted in customer value. It addresses the problem of sales reps spending hundreds of hours on account research and preparing customer conversations, often with out-of-date materials. The platform streamlines account research to identify optimal entry points and helps reps articulate customer value effectively. Users send an account from their CRM, and Segment X's AI researches the company, its activities, and latest news to determine key interests. It then leverages sales plays and customer stories to craft a relevant point of view, finds contacts with their information, and generates prospecting emails, slides, value cases, and other necessary documents. The mission is to enable sales reps to deliver the right message to the right person at the right time in the sales cycle, integrating with existing sales tech stacks like Salesforce and Pipedrive.
Platform
Task
Features
• customer story generation
• run repeatable sales plays
• minimize meeting preparation time
• automated prospecting email sequences and call scripts
• find prospects and contact information
• generate personalized slides and documents
• messaging engine for integrated customer stories
• ai account planning and automated insights
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