AI assistant for field sales teams

Your Field Sales Team's AI-Powered Assistant

Skylar calls your reps after meetings, captures critical information, updates your CRM, and prepares follow-ups—so your team can focus on selling, not admin work.

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How It Works

Field sales team with Skylar AI assistant

Trusted by sales teams at innovative companies

Field Sales Teams Face Unique Challenges

When your reps are constantly on the move, critical information gets lost and systems fall behind.

Inconsistent CRM Updates

Reps delay entering meeting data into your CRM, leading to outdated information and forecasts that don't reflect reality.

Lost Meeting Details

Key insights from customer conversations fade between meetings, causing missed opportunities and follow-up gaps.

Slow Follow-Up Processes

Administrative tasks delay follow-up communications, reducing conversion rates and extending sales cycles unnecessarily.

Limited Visibility for Leadership

Sales leaders lack real-time insights into field activities, making coaching and strategic decisions difficult.

How Skylar Transforms Your Field Sales Process

Skylar Calls Your Rep After Each Meeting

As soon as a meeting ends, Skylar automatically calls your rep to collect key information while it's still fresh.

Captures Critical Meeting Information

Through a natural conversation, Skylar gathers meeting outcomes, next steps, objections, and other vital details your team needs.

Updates Your CRM Automatically

Skylar enters all captured information directly into your CRM, ensuring your data is always accurate and up-to-date.

Prepares Follow-Up Communications

Based on the meeting data, Skylar drafts personalized follow-up emails and action items for your rep to review and send.

Provides Insights to Sales Leaders

Leadership receives real-time updates and analytics on field activities, enabling better coaching and decision-making.

87%

Increase in CRM Data Accuracy

68%

Reduction in Admin Time

Faster Follow-Up Speed

Transform Field Sales Performance with Real-Time Intelligence

Stop losing valuable information and start giving your team and leadership the tools they need to excel.

Eliminate CRM Data Entry Burden

Free your sales reps from tedious admin work so they can focus on what they do best—building relationships and closing deals.

Never Miss Critical Meeting Details

Capture and preserve every important insight, objection, and opportunity from customer conversations while they're still fresh.

Accelerate Follow-Up Processes

Automatically prepare personalized follow-up communications that arrive in customer inboxes while your competition is still taking notes.

Gain Complete Field Visibility

Give sales leaders real-time insights into field activities, enabling more effective coaching, forecasting, and strategic planning.

Common Questions About Skylar for Field Sales Teams

How does Skylar know when to call my sales reps?

Skylar integrates with your calendar system and CRM to identify when meetings have ended. You can also configure specific triggers based on your team's workflow, such as location-based alerts or manual activation.

What CRM systems does Skylar integrate with?

Skylar works seamlessly with major CRM platforms including Salesforce, HubSpot, Zoho and others through Zapier. Our team can also build custom integrations for other systems your organization uses.

How long does the post-meeting call with Skylar typically take?

Most calls take just 5-6 minutes. Skylar is designed to efficiently capture essential information without keeping your reps on the phone longer than necessary.

Can Skylar customize the questions based on meeting type or client?

Absolutely. Skylar can be configured to ask different questions based on meeting type, client segment, sales stage, or other parameters you define. This ensures you're capturing exactly the information that matters most for each situation.

What kind of follow-up materials can Skylar prepare?

Skylar can draft personalized follow-up emails, create meeting summaries, prepare proposal outlines, generate action item lists, and even customize presentation materials based on the information gathered during calls.

How secure is the information Skylar collects?

Security is our top priority. All conversations are encrypted end-to-end, and we comply with industry standards including SOC 2, GDPR, and CCPA. Your data is never used to train our models without explicit permission.

What insights do sales leaders receive?

Leaders get access to a dashboard showing real-time field activity, including meeting outcomes, common objections, deal progress, and team performance metrics. Custom reports can be configured to highlight the KPIs most important to your organization.

Can reps edit the information before it goes into our CRM?

Yes. While Skylar can update your CRM automatically, you can also configure a review step where reps can verify and edit the information before it's submitted to your systems.

How quickly can we implement Skylar for our field sales team?

Most teams are up and running within 1-2 weeks. Our onboarding process includes CRM integration, customization of questions and workflows, and training for both reps and leadership to ensure smooth adoption.

Empower Your Field Sales Team with Skylar

Transform how your field sales team captures, shares, and leverages customer information—boosting productivity, shortening sales cycles, and improving win rates across your organization.

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