Agent Description

CoachGTM is an AI-driven virtual assistant that empowers CSMs and sales teams with just-in-time technical guidance, process automation, and industry insights. By leveraging MongoDB Atlas Vector Search, it streamlines customer interactions and boosts productivity across the customer lifecycle.

Key Features

• Provides instant technical guidance for complex customer queries.
• Automates meeting preparation with relevant customer insights.
• Identifies upsell opportunities and churn risks in real time.
• Integrates with Salesforce, HubSpot, Slack, and MS Teams.
• Delivers industry expertise via hybrid search for accurate responses.
• Ensures SOC2 Type II compliance for data security and reliability.
• Saves ~20 minutes per query, answering thousands monthly.

Use Cases

• Customer Success Managers: Quickly resolves technical questions, enabling faster, more confident customer responses, reducing churn.
• Sales Teams: Prepares reps for meetings with customer-specific data, accelerating deal closures and upsell opportunities.
• Solutions Architects: Reduces interruptions from routine queries, allowing focus on high-value tasks like system design.
• Enterprises: Enhances workflows by connecting to CRM and communication tools, ensuring consistent customer engagement.

Differentiation Factors

• Uses MongoDB Atlas Vector Search for 20% better document matching than semantic-only tools, ensuring precise answers.
• Acts as a proactive partner, automating tasks and predicting needs, unlike reactive tools like Gainsight.
• Offers seamless Slack/MS Teams integration for real-time support, outpacing siloed platforms like Zendesk.

Pricing Plans

• Free Trial: Available as a $0 add-on for Salesforce Enterprise Edition+, providing initial access to core features.
• Paid Plan: Starts at $2 per conversation, with volume discounts; exact pricing requires contacting CoachGTM sales.
• Users are encouraged to request a demo for tailored enterprise pricing details.

Frequently Asked Questions (FAQs)

• What is CoachGTM?
  CoachGTM is an AI assistant that empowers CSMs and sales teams with technical expertise and automation to enhance customer engagement.
  
  
• How does it integrate with existing tools?
  It connects with Salesforce, HubSpot, Slack, and MS Teams, syncing data for seamless workflows.
  
  
• What kind of savings can I expect?
  It saves ~20 minutes per query, potentially millions annually for large teams, as seen with MongoDB’s 50,000+ questions answered.
• Is my data secure with CoachGTM?
  Yes, it features SOC2 Type II compliance, RBAC, and SSO for robust security.