Industry-specific AI to increase
commercial agility
AI in Vault CRM delivers standard industry-specific agentic capabilities to increase commercial agility and productivity, maximizing engagement while minimizing prep work and data entry.
Agentic Call Report – Capture compliant free text to generate Commercial Evidence turning field insights into actionable intelligence.
Voice – Record, transcribe and transpose information directly into Vault CRM, turning Vault CRM into a true assistant and partner.
Media – Locate, summarize, and launch content for proactive planning and real-time support during customer interactions.
Open and Interoperable Foundation
Vault CRM Data Lakehouse – Make your Vault CRM data easily accessible to power AI and analytics with direct data API access and zero-copy architecture – included in your license.
Embedded External Agents – Seamlessly integrate third-party AI into Vault CRM with full context using flexible configurations via AI chat or custom X-pages.
AI in Vault CRM
Eliminate Administrative Friction
Automate prep work, voice transcriptions, and call logging so field teams reclaim selling time.Uncover Actionable Intelligence
Transform compliant free text and field observations into real-time insights to address hidden market barriers.Support real-time engagement
Instantly locate, summarize, and launch relevant content during customer interactions to drive meaningful conversations.
See Agentic Call Report in action
Customer Success
