Sales Buddy

Sales Buddy

MLAI Digital Private Limited
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About

GridBuddy Connect is a productivity platform that enhances data management across CRM systems by providing an editable, spreadsheet-like interface for multi-object data. The platform helps users streamline workflow by allowing them to update records across multiple objects in one view, reducing the need to switch between tabs or interfaces. With features such as conditional formatting, expansive search, and CRM connectors for Salesforce, Microsoft Dynamics 365, and Zendesk, GridBuddy Connect ensures easy access to data and improved collaboration across teams.

About

Sales Buddy is an AI-powered insurance sales assistant designed to help sales teams sell smarter, respond faster, and improve customer engagement. It provides agents with instant access to product information, policy insights, customer-specific recommendations, and competitor analysis, helping them identify the right solutions for every customer. Sales Buddy also enables AI-powered role-play and objection-handling practice, helping sales professionals build confidence and improve their communication skills. By combining intelligent sales assistance, product knowledge, personalized recommendations, and training in one platform, Sales Buddy helps insurance and BFSI teams increase productivity, deliver consistent customer experiences, and drive better sales outcomes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and CRM administrators looking for a streamlined, efficient platform to manage and edit data across multiple CRM systems, improving team productivity and data accessibility

Audience

Insurance Sales Teams, Insurance Agents, Sales Managers, BFSI Enterprises

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$500/month/per user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Validity
Founded: 2018
United States
www.validity.com/gridbuddyconnect/

Company Information

MLAI Digital Private Limited
Founded: 2017
India
www.mlaidigital.com

Alternatives

Alternatives

Gain.io

Gain.io

Gain AS

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft
Claim GridBuddy Connect and update features and information
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