Spend less time on internal admin, more time closing deals.

Surface account intelligence, past deals, and competitive insights instantly to personalize outreach and accelerate deal cycles.

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Atolio integrates with every part of the sales workflow

From sales-specific tools to Slack, Google Suite, Teams, SharePoint and dozens more systems, connect with all of your apps or integrate your home-grown systems using our SDK.

I spend an ungodly amount of time in Salesforce doing non-selling activities. And before a call, you search for as much data as you can for context. Some of it is in Salesforce. Some is in ZoomInfo. Some is in BDR notes. It’s all over the place.

Senior Account Executive

Major Advertiser

From searching to knowing

Old way

The answers exist. Finding them is the problem.

New way

Unlock institutional knowledge, unlock potential. Securely.

Improve deal velocity & seller efficiency

Data & tool silos
slow teams down

Minimizes / eliminates prep time wasted on searching multiple systems for relevant info

Missing account
context increases risk

Accelerate deal progression, improve rep preparedness, and mitigate account risk

Too little guidance,
too much guesswork

Enable more accurate, knowledgeable, and consistent responses and proposals

Book a demo

How Atolio supports sales workflows

Use case 1

Compile 360° account views across CRM, messages, and email

Instant account snapshots: no tab-switching, no missing context, no surprises.

Every interaction, ticket, and conversation unified before the call starts.

Know the full account story, not just what's in Salesforce.

Use case 2

Surface competitive intel from past deals and product research

Pull battlecards, win/loss patterns, and objection history in seconds.

Your best competitive answers already exist inside your org. Atolio finds them.

Turn every past loss into a searchable, actionable playbook.

Use case 3

Connect pricing precedents to current negotiation context

See what discounts closed similar deals before you make the offer.

Ground every pricing conversation in what's actually worked before.

No more "let me check with the team" – precedents surface on demand.

See how Atolio can unblock your entire team’s workflow

Different roles rely on Atolio in different ways.
See how different members of your team can leverage AI-powered enterprise search to get their work done – quickly, accurately, and securely.

Account Executive (AE)

Surface account intelligence, past deal insights, and competitor analysis instantly to personalize outreach and accelerate deal cycles.

"Show me all past deals with companies in [industry] over $500K and why we won/lost"
"What objections came up in the [Company X] deal and how did we handle them?"
"Find competitive battlecards and recent win stories against [Competitor Y]"
"Pull up all customer references in [vertical] for this prospect's use case"
"What pricing/discount strategies worked for similar deal sizes in my territory?"

Sales Development Rep (SDR)

Instantly access account research, messaging templates, and qualification intel to book more high-quality meetings faster.

"What pain points do we solve for [prospect's role] in [industry]?"
"Show me successful cold call scripts for this buyer persona"
"Find recent case studies or customer stories in [prospect's industry]"
"What questions should I ask to qualify [use case/need]?"
"Pull up talking points about our differentiation vs [competitor they're using]"

Customer Success

Surface account history, product adoption insights, and expansion playbooks to drive retention and growth proactively.

"Show me this account's full support history, feature requests, and past escalations"
"What expansion plays have worked for similar customers in [industry/segment]?"
"Find QBR templates and health score criteria for enterprise accounts"
"Pull best practices for driving adoption of [underutilized feature] with customers"
"What renewal risk signals should I watch for based on support patterns?"