Feature · Automated preparation
Before every meeting, Bloom AI has already read your customer's news, reopened your whole history with them and pulled up what is still open on your side. Your rep walks in prepared without having spent a minute on it.
Without Bloom AI · before the meeting
How it works
You pick the moment: the night before, or ten seconds before you walk in. You tap Prepare, Bloom AI does the work.
Your only move
One button on the customer's card, and it is off. You never tell it what to look for: Bloom AI starts from what it already knows about this customer.
The ten seconds after
Customer news, the full history of your exchanges, tasks still overdue: Bloom AI finds it all, cross-checks the sources and keeps only what weighs on this meeting. One page, not a file.
Before you walk in
Objectives, topics to cover, questions to ask, likely objections: two minutes of reading and your rep knows what to say, and above all what to ask. They walk in on familiar ground.
Watch · Nexa
3 signals
Nexa raises $12M to expand across Canada
A new VP of Sales has just been appointed
Three sales roles opened in Montreal
What changed since your last exchange
History · Nexa
14 exchanges
Budget confirmed for the third quarter
Asked for a demo for their team
Promised: a revised quote before Friday
Everything that was said, put back in context
Open · Nexa
2 pending
Send the revised quote
OverdueConfirm the start date
In 2 days“Your quote is above our budget.”
Answer on cost per rep, not on the total.
“Who else here is on the phone all day?”
The objection, the answer, and the question that opens what is next
Customer news
Funding round, hiring, product launch, a new leader: Bloom AI reads your customer's public news and keeps only what matters for this meeting. You talk about what is on their desk today, not three months ago.
Customer history
The budget confirmed in March, the demo promised to their team, the revised quote never sent: Bloom AI reads back your calls, messages and notes with this customer and surfaces what is not settled. You pick the conversation up where it stopped.
Objections and questions
A quote never sent, a follow-up forgotten: Bloom AI pulls up what is dragging on your side, works out the objection they will raise and gives you the best answer to it. It adds the open questions that move the deal forward, written for their context: another need, another team, a budget on its way.
The brief
Bloom AI does not stop at context. Every prepared meeting produces a short brief: the open questions to ask, the talk track to hold and the points to keep in mind so the rep leaves with a clear next step.
From the contact card
You open the customer's card and tap Prepare. Bloom AI rereads everything it knows about them and hands the brief back before you have finished parking.
10 seconds
In the car
Ten minutes out and nothing is prepared. It will be before you get there.
Two days ahead
You simply want to get back into the file, calmly. Same gesture, same brief.
One gesture, the same everywhere
See Bloom AI preparation at work on your own customer files — personalized demo, no commitment.
