Driving business outcomes

The Persona AI is designed to address specific, measurable inefficiencies across sales workflows. This page maps each problem area to the platform capabilities that solve it.

Problems addressed

The following table maps each problem area to its current state and the business impact it creates.

Problem Area	Current State	Business Impact
Manual research overhead	AEs spend 30-60 min per account on research with no standard format.	Inconsistent discovery, missed signals, lost selling time.
Invisible deal risk	No systematic tracking of missing artefacts, stale activity, or single-threaded deals.	Surprise slips, forecast inaccuracy, avoidable losses.
Generic outreach and demos	SDRs reuse stale templates; SEs configure demos manually without deal context.	Low reply rates, poor demo-to-POC conversion.
Fragmented knowledge	Battlecards, RFP answers, and objection responses scattered across multiple systems and tribal knowledge.	Inconsistent positioning, slow responses, long SE ramp time.

How the Persona AI solves each problem

Research in under 5 minutes: The Account Research skill generates structured value briefs, company snapshot, strategic priorities, tech stack, pain-to-product mapping, and talk tracks, in under 5 minutes instead of 30-60 minutes.
Proactive deal risk detection: The Deal Health Scorecard flags missing artifacts, stale activity, single-threaded contacts, and incomplete qualification fields. Momentum alerts fire when deal health degrades.
Personalized outreach at scale: The Outreach Email Drafting skill generates AI-personalised emails with A/B variants tailored to prospect role, industry, and intent signals, in under 2 minutes per prospect.
Centralized knowledge access: The Persona AI queries Confluence, Google Drive, and prior submissions to draft RFP responses, surface battlecards, and handle objections with consistent positioning.

How the Persona AI helps you get things done faster

The Persona AI accelerates core tasks by eliminating manual data gathering and document assembly. The following examples show the time savings across common activities.

Task	Without Persona AI	With Persona AI
Account brief generation	30-60 min of manual research across multiple systems	Under 5 min, auto-generated from connected data
Proposal creation	2-4 hours of compiling data and formatting	Under 30 min, generated from templates and live data
Prospect research	Variable, manual lookups across tools	Under 2 min per prospect
RFP response drafting	Days of searching prior submissions and writing	60%+ faster with AI-assisted drafting from knowledge bases
Deal risk assessment	Periodic manual review, often too late	Continuous, with proactive alerts on degrading deal health
Follow-up email drafting	15-30 min per personalised email	Under 2 min with context from CRM and call data

The Persona AI removes the repetitive data gathering that consumes most of the working day, so your team spends time on decisions and relationships instead of copying between systems.

​Problems addressed

​How the Persona AI solves each problem

​How the Persona AI helps you get things done faster

Problems addressed

How the Persona AI solves each problem

How the Persona AI helps you get things done faster