Agentic AI Platform
Changing B2B Sales
We take the guesswork out of sales with intelligent AI-powered account intelligence for your CRM
Stop chasing unqualified leads. Convert with Intelligence-Driven Qualification using our ensemble of 45+ specialized AI agents working 24/7 to update and learn from the world, the CRM, the team and the customer.
The Field Service Challenge
Missed opportunities at every service call. Your technicians are trusted advisors with direct customer access, but they lack the intelligence tools to identify and act on revenue opportunities.
The Wasted Trust Advantage
Technicians have higher trust than your sales team, but this relationship isn't leveraged for strategic growth.
The Knowledge Silo
Techs see the problems firsthand but lack access to the customer's strategic goals, current sales initiatives, or upgrade programs.
The "Sales" Fear
Techs are experts, not salespeople. They often lack the specific ROI data or confidence to initiate a commercial conversation.
The Integration Nightmare
Third-party "bolt-on" solutions create fragmented experiences, require complex integrations, and break data continuity between FSM and CRM on the ServiceNow platform.
We Don't Just Enrich Data
We Employ Intelligence with Agentic AI
Meet the team: We deploy a sophisticated array of 45+ specialized autonomous digital researchers, analysts and strategists.
They work 24/7 to update and learn from the world, the CRM, the team and the customer.
Proven Results
Transform your field service operations into a revenue engine with measurable impact.
Higher Close Rates with AI-Qualified Leads
Faster Lead-to-Opportunity Conversion
Lower Cost Per Qualified Lead
Reduction in Missed Opportunities
ROI Improvement on Field Service Investment
Increase in Revenue Per Technician Visit
We Make Your Data Better
More credible CRM data, more reliable recommendations.
🎯 Bias Mitigation
Not all CRM input has equal reliability. We scrutinize and create a hierarchy based on Evidence Based Analysis.
Multi-source Validation
Cross-reference data from multiple sources to ensure accuracy
Bias Detection and Mitigation
Identify and correct systemic biases in data interpretation
Decomposition with Validation Scoring
Break down complex data points and score their reliability
Hypothesis Confidence Scoring
Assign confidence levels to predictions and recommendations
Sample Truth Anchoring Criteria:
Result: Higher quality intelligence leads to better sales outcomes and reduced false positives in your pipeline.
The 3 Stage Intelligence Pipeline
Foundational Account Intelligence
Before a lead is assigned, our AI agents conduct exhaustive research. We identify strategic goals, financial health, competitive landscape, internal challenges ("Five Pillars"), and key stakeholders.
Automated Lead Qualification
SalesAssistIQ instantly matches your Solutions Catalog against the target company's needs using both Top-Down (strategic fit) and Bottom-Up (evidence-based) analysis.
Strategic Opportunity Development
The focus shifts from "Is there a fit?" to "How do we win?" Our agents conduct a strategic deep dive for execution.
Maturing Leads to Opportunities to Sales: The 5 Pillars
Reduce sales force performance variability, scale best practices, up average the entire team.
Problem Assessment
Problem Discovery
Deep research + internal voice, identify challenges, pain points
Products & Solutions
Solution Alignment
Match solutions to problems, to stakeholders to hyper specific actions
Payoff & Value
Value Quantification
Revenue projections, client value projections, ROI and payback period
People
Stakeholder Intelligence
Stakeholders, mapping, advocates, blockers + influencers, profiles, buyer propensity
Process
Evidence & Persona Based & Next Steps
Approach, timeline, risks, themes, sequence, competitor analysis, risk mitigators
Dynamic update loop delivers informed next steps at every point, learning continuously
The Solution: Intelligence at the Edge
SalesAssistIQ breaks down the silos. We extend our core Agentic AI intelligence platform directly to the field, natively within ServiceNow FSM.
AI-Driven Opportunity Identification
Proactively identifying upsell/cross-sell potential based on usage patterns, deep account intelligence, and your defined upgrade programs.
Real-Time Recommendation Engine
Pushing targeted suggestions (e.g., "Upgrade Model X," "Propose Security Audit") directly to the FSM Agent Mobile app.
Embedded AI Coach
An integrated assistant (leveraging Now Assist) providing positioning guidance, clear value propositions, ROI calculations, and objection handling scripts on the spot.
The Technician Experience
It’s not about turning techs into salespeople; it’s about making them better advisors. The process is simple: Alert, Coach, Capture.
Proactive Intelligence
Before the technician arrives, SalesAssistIQ analyzes the customer profile, asset data (via ServiceNow CMDB/Asset Management), and our AI "Deep Research Brief."
Prioritized recommendations are pushed directly to their Work Order in the FSM Agent Mobile app.
AI Assistant
While on-site, the technician validates the need and accesses the embedded AI Assistant (leveraging Now Assist capabilities).
The Assistant provides the "why" and the "how": clear business context, specific talking points tailored to the customer, financial justification (ROI), and coaching on how to handle objections naturally.
Seamless Handoff
The conversation happens naturally. The technician logs the interest with a single tap in the FSM app.
SalesAssistIQ instantly creates the opportunity record in ServiceNow CRM. The Sales Executive is notified, receiving both the AI recommendation and the technician's firsthand notes for fast, informed follow-up.
The 5 P's Framework for Field Service
Our AI agents transform every field service interaction into a revenue opportunity using a systematic 5-stage methodology designed specifically for ServiceNow FSM teams.
AI identifies critical business challenges from service history and operational data
Automated solution mapping with service-specific ROI and efficiency gains
Complete stakeholder mapping for operations, IT, and finance decision makers
Quantified operational improvements with personalized cost-reduction models
Real-time technician guidance with natural conversation flows and sales handoffs
Ready to transform your field service operations into a revenue engine?
The ServiceNow Advantage
Why being "Built on Now" matters.
Not an Integration, It's Native
We eliminate the complex integrations, synchronization issues, and maintenance overhead associated with third-party tools. It just works.
Unified Data Model
We leverage a single source of truth. Account intelligence, service history (FSM), customer data (CRM), and asset data all reside on the same platform.
Seamless Mobile Experience
Intelligence is embedded directly into the existing FSM Agent Mobile interface. Maximize adoption and minimize disruption.
Leveraging the Now Ecosystem
We utilize native capabilities, including Now Assist, to power the AI coaching experience, ensuring security and scalability.
Transforming FSM Operations
Profit Center
Shift FSM from a reactive break/fix model to a proactive growth driver.
Higher Quality Leads
Service-generated leads close faster because they are based on trust, timing, and verified need.
Maximized ROI
Increase the value derived from your existing investment in the ServiceNow platform (FSM and CRM).
Revenue Per Visit
Maximize the value of every customer touchpoint and monetize every truck roll.
Tech Engagement
Empower your technicians with tools that demonstrate their expertise, improving morale and retention.
Activate your field service team as a revenue engine within ServiceNow.
Experience the power of Native Agentic AI in your FSM operations.