//Hero for Enterprise

Answer the tough question on the call, not two days later.

When IT, security, or finance asks something you can't answer, Hero puts the answer on your screen. It comes from your own docs and deals, and only you can see it.

Q3 platform review · 6 participants
DK Dana, VP Sales
MR Marcus, IT Security
PS Priya, Procurement
TB Tom, Finance
LO Lena, Operations
YO You
Whisper Private to you
Marcus asked “Is customer data encrypted at rest?”
Question response Yes. All customer data is encrypted at rest with AES-256, and in transit with TLS 1.2+.
Follow-up question “Does your team require customer-managed keys?”
SourceSecurity overview, page 4
Enterprise sales teams using Hero Read their stories
Dayforce DocuSign Guidewire
6 hours saved per seller, per week
32% higher win rate on deals where Hero helped
$41K larger average deal when Hero helped

Your team has AI for prep and AI for notes. Almost none of it helps during the call.

Before the call
CRM ChatGPT or Copilot Account research Roleplay
On the call

You, a room full of stakeholders, and whatever you can remember.

After the call
Notetaker Call recording CRM updates Recap email
01

You booked a call with one person, and six showed up, including two from IT security who aren't in Salesforce.

Buying groups now run 8 to 13 people. Gartner, 2023
02

Someone asks if the data is encrypted at rest, so you Slack your SE and hope they're free right now.

03

A competitor comes up by name, and the battle card is somewhere you can't find with the customer watching.

04

You say, "Let me get back to you on that," the answer goes out Thursday, and by then the deal has gone quiet.

86% of B2B purchases stall before a decision. Forrester, 2024

When a technical question lands, you have two moves. Both cost time.

✗

Pull in your SE.

It works on one deal. Across a whole sales floor, your SEs spend the week answering questions that are already written down.

✗

Take it away.

You promise a follow-up. The answer comes back days later, after the customer has moved on.

→

Or answer it on the call.

Hero gives the seller a first answer from your SE team's own docs, while the customer is still talking. The questions that still need an SE get to them with the context attached.

What Hero does before, during, and after each call

01 · Before the call

Know who's coming and what they care about.

Hero has a brief ready 15 minutes before every call. It covers each person on the invite, what came up last time, and what's still open. You can also practice the hard parts against the real deal, not a made-up customer.

opp-databam
TB
Taylor Bukowski1:39 PM
@Hero help me prep for my next call
1 replyToday at 1:40 PM
Thread
HeroAPP1:40 PM
Open in web app (DataBam space)

Here's a concise prep summary for your next call with DataBam, based on the latest Salesforce data and recent call activity:

Next Call Prep: DataBam – Hero – FY27
1. Deal & Account Snapshot
•Opportunity: DataBam - Hero - FY27
•Stage: 1 - Accepted
•Amount: $80,000 (ACV)
•Forecast Category: Best Case
•Close Date: May 31, 2026
•Champion: Brett Crane, VP of Global Sales (primary advocate; engaging CEO and CPO)
•Economic Buyers: Ben (CEO), CFO (final sign-off)
2. Customer Goals & Pain Points
•Top Goals:
•Accelerate revenue growth while managing a complex, multi-product sales motion
•Reduce ramp time for new reps navigating heavily regulated deal cycles
•Standardize sales process and documentation across distributed teams
•Automate compliance-sensitive documentation and reduce manual handoff risk
•Pain Points:
•Reps lack real-time guidance during complex, multi-stakeholder regulated deals
•No consistent playbook for navigating compliance objections in the sales cycle
Leverik Deal Prep Snapshot Key Stakeholders & Roles
Name
Role/Title
Decision Role
Current Concerns / Priorities
Interactions to Date
Sarah
Chief Revenue Officer
Decision Maker
- Final sign-off- Wants clear Contactial vs. Qualtrics comparison- 90-day success plan- No NPS reporting disruption
Meeting scheduled (next Wed, 2pm PT)
Jonathan Connors
VP, Marketing Ops
Champion/Decision Maker
- Rebuild marketing data layer- Attribution & visibility- Tight timeline (SurveyMonkey renewal, FY planning)- Security review
Multiple calls, direct engagement
Jo
IT Lead
Technical B
- Deep technical
Demo,
Matt
Matt asked “Hey, am I walking into a buzz saw with this Jonathan meeting?”
Matt, the seller, on camera
Hero · Avatar mode
Hero's avatar answering
Hero answered A little. Jonathan is up against the SurveyMonkey renewal and FY planning, and he still needs a security review. Lead with the security questionnaire.
Ad-hoc meeting - Taylor Bukowski In Progress · Fri Apr 24 · 4:04PM - 4:34PM
Leave
Whisper Transcript Meeting Details
Question 4:05 PM Dismiss
Brett_(DataBam) · 4:05 PM how does the sales reasoning model perform differently than just using an llm
Model Differentiation
Suggested response A plain LLM is fluent; the sales reasoning model is grounded in our knowledge graph, deal context, and sales process so it gives more consistent, actionable guidance.
Question 4:04 PM Dismiss
Brett_(DataBam) · 4:04 PM what does the whisper functionality do for aes
Whisper functionality
Suggested response Whisper gives AES real-time in-call support — it detects questions and objections live and surfaces answers or next-step prompts without interrupting the conversation.
Hero in voice mode on a Leverik call as the AI Sales Teammate
AI Sales Teammate is answering Jonathan: “can you tell me about your encryption policies and data storage and retention as well” “we have a vendor security questionnaire available that covers encryption,”
02 · On the call

Get the answer while the customer is still talking.

Hero listens through your computer and puts answers in Whisper, a panel only you can see. When a competitor comes up, your battle card shows up there too. It works on Zoom, Teams, Meet, or a phone call.

03 · After the call

The follow-up is done before your next call starts.

Hero writes the recap email from what was actually said and updates your CRM and Slack. It also builds what the deal needs next, like a deck for this customer or an update to the deal room. You also get coaching on the call while it's still fresh.

MEDDPICC Deal Review
Deal Name: DataBam – Hero – FY27 (Northeast & Southeast US) Owner: Taylor Bukowski Stage: 3 – Consensus
Qualification Summary Overall Status:At Risk
Component
Score
Status
Key Assessment
Metrics
3
!
Clear targets, but buyer-side validation is partial
Economic Buyer
2
Authority unclear, new budget owner not engaged
Decision Criteria
3
!
Well-defined, but not fully validated
Decision Process
2
Steps mapped, but paper process not started
Paper Process
1
Not started, complex org approval required
6. Immediate Actions
1.Engage the economic buyer (Tom Wessler) directly.
2.Introduce Jennifer Castillo (Head of Legal) into the evaluation process now to prevent a last-minute block.
3.Work with Brett Crane to confirm and document success metrics that will resonate at the CRO level, not just the sales floor.
4.Get a clear answer on DataBam SOX audit cycle timeline and whether it will freeze vendor decisions in Q3. Request a structured competitive evaluation to differentiate Hero from Golden Computing and the internal Gong build.
Summary:

This deal is at risk for late-stage slippage. Do not forecast as “Commit” until the economic buyer is engaged, the paper process is underway, and all blockers are owned and tracked. The external environment (leadership change, AI focus, regulatory and economic pressures) may create both opportunity and additional scrutiny.

How would you pressure test this deal if you had to forecast it today?
Hero can make mistakes. Please check important information.
Next Steps
1.
Complete Security Questionnaire: Return completed vendor security questionnaire by Friday.
2.
Prepare for CRO Meeting:•Bring a written NPS bridge plan.•Prepare a clear Contactial vs. Qualtrics comparison.•Draft a 90-day success plan.
3.
Coordinate Technical Deep Dive:•Schedule with Jo for the week of the 23rd.•Ensure technical team is ready to address HubSpot/Salesforce integration.
4.
Review Product Gaps:•Address Marketo integration, advanced remarketing, secure sharing, and analytics needs.
5.
Send Recap Email:
Reviewing Leverik - New Surveys Platform Last viewed on 10 minutes ago
Select All Fields Change Opportunity
Next Step
ProposedView Existing
· Complete security questionnaire by Friday· Prep Contactial vs. Qualtrics comparison, 90-day plan, and NPS bridge for Sarah (CRO) next week· Schedule technical deep-dive with Jo· Send recap email to Jonathan
Why Buy?
ProposedView Existing
They need marketing attribution and actionable insights, with CFO and board visibility, so they can explain performance and unify reporting.
Why Now?
ProposedView Existing
SurveyMonkey renews April 22, with a decision needed before then; FY planning starts in May and they want to avoid NPS reporting disruption visible to the board.

Here's where the tools you already use fall short.

If you use a
It stops at
Hero also
General-purpose AI ChatGPT, Copilot, Gemini
Every rep writing their own prompts, one chat at a time.
Keeps up on the live call and remembers every deal your team works.
Notetaker
Writing down what happened.
Turns the call into next steps, risks, and the follow-up.
Roleplay tool
Practice against a made-up customer.
Lets you practice on the real deal, then helps on the real call.
Ride-along agent
Telling you what to do.
Does the work with you, like the exec brief and the outreach.
Content library
The deck someone made for everyone.
Builds the version for this customer.

Hero lifts every team member that touches the deal.

SDRs and BDRs

Research an account without ten tabs open. Hand your AE what the customer said, not just a calendar invite.

Account executives

Walk into each call knowing who's coming. Answer on the call instead of promising a follow-up.

SEs and enablement

Your answers and battle cards show up on calls you're not on. The questions that reach you are the ones that need you.

Sales leaders

New reps get your best rep's playbook from their first call. CRM fields update from the call, so the forecast matches what customers said.

Marketing

See what customers ask and which messages land on real calls. Change the message in one place and every seller has it.

Hero works inside the tools and rules you already have.

//Reads and writes across your stack

Hero connects to your CRM, calendar, email, docs, and call tools. That's what makes an answer on the call right instead of just plausible.

Point ChatGPT or Claude at Hero's MCP server and it answers from your calls and deal data.

//Stays out of the meeting

Hero doesn't join as a participant unless you want it to. The customer never sees a bot in the room.

//Answers you can check

Grade Hero against the questions your customers really ask. The people who own each product fix what's wrong, without waiting on us.

//Passes security review

Your data is never shared between customers or used to train shared models. Admins control connections and retention in one place.

Visit the Hero Trust Center

One place to start your day, connected to everything.

Gmail
Google Calendar
Google Drive
Salesforce
Zoom
Slack
Microsoft Teams
OneDrive
Atlassian
Notion
Linear
Intercom
Apollo
Clay
Hero
OpenAI
Claude

Point the assistant you already use at Hero's MCP server and it answers from your calls, accounts, and deal data, not from guesses.

Questions enterprise teams ask first

Not unless you want it to. It listens through your computer and never appears in the customer's window.

Your own material. That means product docs, battle cards, talk tracks, past calls, and CRM data.

Call recorders tell you what happened after the call. Hero helps during the call and does the follow-up work after it.

Teams try. The hard parts are keeping up on a live call and remembering every deal your team works. Hero is built for both, on a model grounded in how B2B deals get won.

Connecting your CRM, calendar, and call tools takes minutes. Most of the work is loading your content, the same way you'd brief a new hire.

Answer it while they're still listening.

See what Hero does on a call from one of your own deals.

Talk to Sales Try Hero Individual
Read customer stories