Expertise AI

## What is Expertise?

Expertise is an AI-powered executive assistant built specifically for Account Executives. Designed to eliminate the administrative burden that eats into a sales rep's week, Expertise acts as a tireless digital EA that monitors signals, manages workflows, and handles the repetitive work surrounding deals — so salespeople can focus on what they do best: selling. According to Salesforce's State of Sales Report, AEs spend a staggering 72% of their week on non-selling activities. Expertise directly attacks that problem, promising to give reps back more than 11 hours per week by automating the admin layer entirely. Trusted by 100+ revenue teams — including Access Group, Viventium, Safe Software, and Naturgy — and rated 4.9 stars on G2, Expertise has quickly established itself as a momentum leader in the AI sales assistant space.

## Key Features

Expertise is packed with features that cover the full lifecycle of a sales deal:

- **Pre-Call Research Briefs** — Automatically pulls news, signals, and conversation openers for every account before you dial, integrating with Gong and Google Calendar.
- **Pipeline Hygiene Sweep** — Runs nightly against your Salesforce data to keep deal stages clean and accurate without manual input.
- **Competitor Mention Alerts** — Monitors Gmail and Slack in real time to flag any competitor references across your pipeline.
- **Renewal & Upsell Signals** — Scans HubSpot weekly to surface accounts primed for expansion or renewal conversations.
- **Post-Demo Follow-Up Drafts** — After calls, Expertise drafts personalized follow-up emails by combining Gmail and Gong data automatically.
- **Inbound Lead Enrichment** — Enriches new leads in real time using Apollo and Salesforce so reps always have full context.
- **Champion Job-Change Tracker** — Monitors LinkedIn and HubSpot daily to alert reps when key contacts move to new companies.
- **Dead-Deal Revival** — Reviews stalled opportunities weekly and flags which ones are worth re-engaging and how.
- **Account Discovery & Buying-Signal Radar** — Identifies net-new ICP-fit accounts and tracks funding, hiring, and leadership changes across your entire market.

Setting up Expertise requires no engineering team, no code, and no credit card to get started. With 30+ one-click integrations including Salesforce, HubSpot, Gmail, LinkedIn, Gong, Slack, and Google Calendar, reps can be fully operational by lunch on day one.

## What Makes Expertise Unique

What truly sets Expertise apart is its simplicity combined with autonomous execution. Unlike traditional automation tools that demand technical configuration or prompt engineering, Expertise lets users describe workflows in plain, natural language — just as you would explain a task to a human assistant. From that description, it builds and runs a fully agentic workflow in seconds, with editable steps and no code required.

The platform operates on a three-step model: Connect your stack, describe the work, and let Expertise run it. Once live, it works continuously in the background — triggering on schedules, responding to real-time events, and surfacing only the decisions that genuinely require human judgment. Everything else just gets done.

Expertise is also built with enterprise-grade security, holding SOC 2 Type II, GDPR, and CCPA compliance certifications, making it a safe choice for revenue teams operating at scale. For AEs who are tired of spending their evenings doing CRM updates instead of closing deals, Expertise offers a compelling promise: a month's worth of pipeline progress, delivered this week.