Your Reps Have the Data. Now They Need the Playbook.
MindBoard for Salesforce transforms what you already have—CRM data, ZoomInfo contacts, Gong call insights—into step-by-step AI Sales Playbook execution.
MEDDIC, SPIN, BANT, and custom methodologies. Scored and guided at every step—natively in Salesforce.
The AI Sales Playbook Platform
Pre-built playbooks for proven methodologies. Step-by-step AI execution. Actionable intelligence at every stage.
AI Sales Playbooks
Pre-built playbooks for proven methodologies—MEDDIC, SPIN, BANT—plus custom playbooks for your proprietary processes. Each playbook is a structured workflow your team actually follows.
Step-by-Step Execution
Each playbook step runs deep AI research and analysis—building MindBoards (visual dossiers) and delivering MindSpark scoring, signals, and next actions specific to that methodology step.
Actionable Intelligence, Not More Data
MindBoard doesn't compete with your data tools. It transforms what you already have—CRM, ZoomInfo, Gong, Demandbase—into guided execution. Your reps know exactly what to do next.
From Rep Execution to Pipeline Visibility
Your reps get guided playbook execution. You get full visibility into where methodology breaks down, who needs coaching, and which deals are at risk.
Pipeline Execution Health
See methodology adherence across your entire pipeline. Know which playbook steps get skipped, which deals are under-executed, and where your forecast is at risk.
Coaching Signals, Not Gut Feel
Reps ranked by playbook completion, average scores, and deal improvement rate. Know who needs help — and on what — without manually inspecting every deal.
From At-Risk to Action
Surface deals failing on specific methodology steps — Economic Buyer missing, no Champion identified, Decision Process unclear. Drill into the why, not just the what.
Complementary, Not Competitive
MindBoard doesn't replace your data tools. It's the action layer that puts all of them to work.
ZoomInfo / Apollo
They give you contact and company data. MindBoard uses that data as context to power playbook execution—turning raw contacts into qualified, scored opportunities.
Gong / Chorus
They capture conversation intelligence. MindBoard incorporates those insights into methodology-specific scoring—so call learnings drive playbook recommendations.
Demandbase / 6sense
They surface intent signals. MindBoard acts on them—matching intent data with the right playbook step so reps know exactly what to do when a signal fires.
The Result: Reps Who Execute
Every tool in your stack feeding one guided workflow. Every rep executing the same methodology — visibly, measurably, consistently.
MindSpark AI Sales Playbooks
Structured methodology execution for every stage of your sales process. Standard playbooks included—Framework and Vertical playbooks available as add-ons.
Step 1: Metrics
Quantify the economic impact and business case for the prospect
Step 2: Economic Buyer
Identify and analyze the person with final budget authority
Step 3: Decision Criteria
Map the formal and informal criteria the buyer uses to evaluate solutions
Step 4: Decision Process
Understand the buying process, timeline, and approval workflow
Step 5: Identify Pain
Surface the prospect's core business challenges and pain points driving the evaluation
Step 6: Champion
Identify and develop an internal advocate who will sell on your behalf
Step 1: Regulatory Landscape
Map compliance requirements and regulatory considerations relevant to the prospect's financial vertical
Step 2: Product Fit Analysis
Match your solutions to the prospect's specific financial services needs, from wealth management to commercial banking
Step 3: Risk & Compliance Scoring
Evaluate deal risk factors including regulatory hurdles, compliance timelines, and approval chain complexity
Step 1: Lead Qualification
Assess lead quality and sales readiness based on multiple qualification criteria
Step 2: Engagement Strategy
Transform lead intelligence into actionable outreach playbooks with personalized messaging, channel recommendations, and objection handling
Step 3: Competitive Landscape
Understand the Lead's market competitors and competitive pressures to better position your value proposition
Step 4: Marketable Insights
Pre-discovery intelligence: outreach readiness, pain points, timing signals, and hypothesis generation
Step 1: Deal Health
Analyze deal velocity, engagement patterns, and risk signals from CRM activity and market data
Step 2: Stakeholder Intelligence
Research key contacts and buying committee dynamics using LinkedIn and CRM data
Step 3: Deal Competition
Analyze competitors bidding for this deal and develop positioning strategy to win
Step 4: Win Strategy
Synthesize CRM context and research into actionable recommendations to win the deal
Step 1: Account Health Check
Assess account health, churn risk, and expansion potential based on engagement, support history, and company signals
Step 2: Expansion Intelligence
Identify upsell and cross-sell opportunities based on current products and whitespace analysis
Step 3: Relationship Map
Map stakeholders across the account, identify champions and detractors, and understand organizational dynamics
Step 4: Strategic Planning
Synthesize all intelligence into a comprehensive strategic account plan with prioritized initiatives, risk mitigation, and success metrics
Step 1: Contact Profile
Comprehensive person intelligence—background, career history, expertise, and interests that inform how to engage
Step 2: Influence Assessment
Analyze their role, decision-making authority, and whether they are a champion, influencer, or potential blocker
Step 3: Engagement Personalization
Best communication approaches, topics of interest, shared connections, and conversation starters
MEDDPICC Coming Soon
Extended MEDDIC with Paper Process and Competition steps
SPIN Selling Coming Soon
Situation, Problem, Implication, Need-payoff guided selling
BANT Coming Soon
Budget, Authority, Need, Timeline qualification framework
NEAT Selling Coming Soon
Need, Economic Impact, Access to Authority, Timeline guided qualification
Your Methodology, AI-Native
Run a proprietary sales methodology? We'll build an AI-native playbook that matches exactly how your team sells.
Tailored to Your Process
Custom steps, scoring criteria, and outputs designed around your unique qualification and deal management workflow
White-Glove Onboarding
Our team works directly with your sales leadership to translate your playbook into structured AI execution
Built for the Salesforce Ecosystem
AI Sales Playbook deployment for every Salesforce GTM motion.
For Enterprise
Deploy AI Sales Playbooks across your org. Match your team's methodology—MEDDIC, SPIN, or your own custom process—with AI-powered execution at every step. SSO, custom playbooks, and dedicated success management.
Request Enterprise DemoFor Consultants & Agencies
Add AI Sales Playbooks to your practice. Become a Founding Partner and deploy proven methodology playbooks as a product line—preferred economics, white-glove support, fully configurable.
For Salesforce AEs
Close more deals with AI-powered playbook execution. MindBoard for Salesforce makes Sales Cloud stickier. Attach AI Sales Playbooks to your deals—MEDDIC execution, methodology scoring, and guided selling that customers won't want to give up.
Built by GTM Operators, for GTM Teams
Ready to See It In Action?
Book a demo and watch MindBoard execute an AI Sales Playbook—choose a methodology, run each step, and see MindSpark deliver guided intelligence—all natively in Salesforce.
Book a Demo