Walk into every meeting already knowing what matters. Field Seller Agent is a seller's Deal Coordinator — capturing every buyer conversation and instantly turning insights into structured summaries, CRM updates, content recommendations, and ready-to-send follow-ups.
Field Seller Agent is now even more powerful: automatic CRM logging now extends to SAP Sales Cloud and HubSpot alongside Salesforce and Dynamics, meeting summaries are fully configurable to match how your org sells, sellers get an AI-generated briefing before every meeting, and notes can be captured offline — so no conversation goes undocumented, regardless of signal.
Access and availability
-
Legacy packaging: Expert bundle AI add-on
- Platform packaging: Expert bundle AI add-on
FIELD SELLER AGENT DASHBOARD
After every meeting, AI-generated summaries and activity records are written directly to Dynamics — so nothing falls through the cracks and reps never have to choose between selling and updating their CRM.
CONFIGURABLE MEETING SUMMARIES
Configurable summaries structured to your methodology, logged automatically to Salesforce, MS Dynamics, SAP, or HubSpot.
MEETING PREP
Walk into every meeting already knowing what matters. A new Briefing tab appears on every upcoming meeting in Showpad, giving sellers an AI-generated view of everything relevant before they walk in.
OFFLINE NOTE TAKING
Field sellers can now add audio, image, and text notes on iOS without a connection. Notes are transcribed on-device, saved locally every five seconds, and synced automatically the moment a connection is detected — triggering summaries and CRM updates without any rep intervention.
SAP & HUBSPOT
- SAP: Field sellers at SAP-native enterprises can now get FSAI meeting data directly into SAP Sales Cloud.
- HubSpot: Field Seller Agent's automatic post-meeting CRM updates now work for HubSpot.