Information scattered everywhere
Sales docs spread across email, shared drives, Notion, and printed binders. Reps waste time hunting for the latest pricing or product spec sheet during client calls.
Upload product sheets, pricing guides, competitive intel, process docs—Reedly's AI pulls the right information into every field report automatically. No more outdated PDFs buried in email threads.
Product specs in Dropbox. Pricing in Slack threads. Competitive intel in someone's notebook. Your team has the answers—they just can't find them when a client asks.
Sales docs spread across email, shared drives, Notion, and printed binders. Reps waste time hunting for the latest pricing or product spec sheet during client calls.
Reps work from memory or old documents. Reports contain last quarter's pricing, discontinued features, or competitor intel that's three months stale.
Your best rep knows every technical detail. The rest of the team doesn't. There's no system to capture and distribute that knowledge across territories.
Import your sales documentation once. Reedly's AI automatically references it when generating reports—accurate product details, current pricing, relevant competitive responses. Every time.
Import PDFs, Word docs, web pages, internal wikis. Product catalogs, technical specs, pricing grids, battlecards, process guides—anything your team references during sales conversations.
Vector knowledge base processes every document. The AI learns your product portfolio, pricing structure, competitive positioning, sales methodology—ready to surface the right context instantly.
When generating reports from meeting recordings, the AI pulls relevant information from your knowledge base. Correct product codes, current pricing, technical specifications—automatically embedded in the right sections.
Every field report includes correct product references, current pricing, technical specs—pulled automatically from your knowledge base. No more manual lookups or outdated information.
Reps and managers ask Max questions—get answers sourced from your documentation. 'What's our discount policy for healthcare?' 'How does our solution compare to Competitor X?'
New hires generate reports with expert-level detail from day one. The AI embeds product knowledge, competitive positioning, and methodology into their reports automatically.
Update a price sheet once—every report generated afterward uses the new numbers. No more hunting down reps to correct outdated information in CRM notes.
Capture how your top performers handle objections, position products, structure deals. Make that expertise available to every rep through AI-generated report content.
No need to reformat or rewrite documentation. Import what you already have—PDFs from marketing, internal wikis, competitor research, Google Docs. The AI adapts.
Upload technical documentation, integration guides, spec sheets. Field engineers get accurate technical details in reports automatically—no more checking with product team after every meeting.
Large catalog? Import product matrices, configuration guides, compatibility charts. AI ensures reps reference the right SKUs, bundles, and options in every client report.
Volume discounts, regional pricing, industry-specific rates—upload your pricing logic. Reports automatically reflect the correct pricing framework discussed during meetings.
Maintain battlecards, win/loss analysis, competitive positioning docs. When a competitor is mentioned in a meeting, the AI includes relevant competitive context in the report.
PDF, Word documents, PowerPoint, Excel, plain text files, and web URLs. You can also import content from internal wikis or documentation platforms by providing links.
During report generation, the AI searches your knowledge base for relevant context based on what was discussed in the meeting. It pulls accurate product specs, pricing, technical details, or competitive info and integrates them into the appropriate report sections automatically.
Yes. You can organize documents by team, territory, or product line. You can also set certain documents as priority sources or restrict access to specific content based on user roles.
The AI uses the latest version immediately. Update a price list or product spec—all reports generated after that point will reference the new information. Previous reports remain unchanged.
Yes. All documents are encrypted at rest and in transit. Access controls ensure only authorized team members can view or upload content. Your knowledge base is completely isolated from other organizations.
Yes, through Max—the AI assistant. Reps can ask questions like 'What's our return policy?' or 'How do we handle enterprise SLA requests?' and get answers sourced directly from your uploaded documentation.
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