Expertise

★ Perk

Expertise is an AI executive assistant for Account Executives that automates the admin work around deals — CRM updates, meeting prep, follow-ups, and pipeline hygiene — so reps can spend more time selling. You describe a task in plain language and Expertise turns it into an agentic workflow that runs on its own.

Overview

Perk details

Expertise is an AI executive assistant that handles the repetitive admin work around an Account Executive's deals.

Expertise is an AI-powered assistant built for B2B sales teams, particularly Account Executives who lose much of their week to CRM updates, meeting prep, and follow-ups. You describe a task in plain English and Expertise turns it into an agentic workflow that runs in the background, reading from and writing to the tools you already use. It aims to give reps back the hours typically spent on non-selling work so they can focus on closing deals.

Key features

Plain-language workflow creation — describe a task and Expertise builds an agentic workflow, no code or prompt engineering
Automated CRM updates from calls, post-meeting follow-up drafts, and morning meeting briefings
Stalled deal radar, account research briefs, and pipeline hygiene
30+ one-click integrations including Salesforce, HubSpot, LeanData, Marketo, Slack, calendar, and LinkedIn

Ideal use case

Ideal for Account Executives and GTM teams who want to offload CRM data entry, meeting prep, and follow-up admin so they can spend more time actively selling.

Why use Expertise

Expertise connects to the stack you already live in and runs workflows on its own, surfacing only the items that need human approval. It is built specifically around the AE workflow and is SOC 2 Type II, GDPR, and CCPA compliant, with end-to-end encryption and strict access controls.

FAQ

Do I need IT or RevOps to set it up?

No. Integrations are one-click and workflows are built from plain English, so you can connect your stack and get tasks automated without an engineering team.

Will Expertise change things in my CRM without me knowing?

Expertise runs workflows in the background and uses an approval queue, asking you to approve only the items that need a human while handling the rest automatically.

Is my customer data safe?

Expertise is SOC 2 Type II and GDPR compliant, with end-to-end encryption, strict access controls, and opt-out/DNC support.

TL;DR

Expertise is an AI executive assistant for Account Executives that automates CRM updates, meeting prep, follow-ups, and pipeline work. You describe tasks in plain language, connect your existing tools, and let Expertise run the admin layer so you can focus on selling.