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Streamline Sales Workflows — AI Sales Teammate for Real-Time Sales Coaching | Ava by Vivun

Streamline Sales Workflows with your AI Sales Teammate

Ava is your AI copilot for revenue teams—automating deal work while delivering real-time sales coaching before calls, during calls, and after calls, powered by the Sales Reasoning Model.

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What it is

AI Sales Teammate that removes admin drag and coaches in real time

What it does

Automates docs, research, CRM hygiene; guides next steps before, during, and after calls

Outcomes

Save 6–8 hours per rep/week, increase win rates 33%, standardize execution

The Admin Burden

When Process Slows Deals to a Crawl

Your top performers spend more time on paperwork than prospects.

Every hour spent transcribing calls, updating CRMs, and crafting generic emails is an hour not spent building relationships and closing deals. The admin work never ends—but it also never moves revenue.

The Daily Reality

  • Manual call transcription & summaries
  • Repetitive CRM data entry
  • Generic follow-up email creation
  • Time-consuming deal documentation
  • Endless meeting prep and research
→

The Impact

5.5 hours of admin daily • Inconsistent quality • Lost selling time

Execution quality varies wildly depending on who's handling the task and how much time they have. Meanwhile, deals slow to a crawl as reps struggle to keep up with the administrative burden.

How Ava Automates Sales Workflows & Real-Time Coaching

Ava works as your AI teammate—before calls, during calls, and after calls—handling the critical but time-consuming work that keeps deals moving with context and quality.

Automate Documentation & Follow-ups

Ava listens to calls, creates detailed summaries, extracts action items, and generates personalized follow-up communications—all based on actual conversation context, not templates.

Streamline Deal Management & CRM Updates

Comprehensive research, competitive intelligence, call preparation, deal analysis, and automated CRM updates delivered before you need it—keeping opportunities moving without manual effort.

Scale Quality Execution

Consistent, high-quality outputs across your entire team regardless of tenure—standardizing best practices while freeing reps to focus on relationship building.

See It In Action →

Key Capabilities for Streamlined Execution

Ava handles the critical sales work that moves deals forward—delivering context-aware outputs that maintain momentum before calls, during calls, and after calls without manual effort.

Call Documentation & Summarization

Automatically transcribes every customer conversation, creates detailed summaries with key insights, identifies decision makers and their concerns, extracts action items and next steps, and catalogs pain points and objections—all without manual note-taking.

Intelligent Follow-up Communications

Generates personalized follow-up emails based on actual conversation context, tailors messaging for specific stakeholders and their concerns, includes relevant resources and meeting scheduling links, and maintains consistent brand voice across all communications.

Research & Deal Preparation Before Calls

Delivers comprehensive company background research, competitive landscape analysis, industry trend insights, and stakeholder role mapping before every call—ensuring reps walk in fully prepared without hours of manual research.

Deal Intelligence & Momentum Tracking

Continuously monitors deal health, identifies risks before they become blockers, recommends next best actions to keep opportunities moving, and provides coaching recommendations based on conversation analysis and deal stage.

Document Generation & CRM Management

Creates custom proposals, presentations, and ROI calculators based on prospect needs. Automatically updates CRM with contact information, deal stages, notes, and opportunity scoring—eliminating manual data entry while maintaining data hygiene.

Real-Time Product & Deal Intelligence

Get instant, accurate answers to complex product questions and deal-specific inquiries during calls. Ava provides up-to-date technical guidance, pricing information, and competitive positioning—ensuring you always have the right answer at the right time without breaking conversation flow.

See It in the Flow of Work

From Admin Overload to Selling Focus

How Ava transforms a typical sales day

▼
Before Ava Wednesday, 8:00 AM

Stuck in the Admin Grind

A rep's morning starts with catching up

Thirty minutes reviewing yesterday's call recordings. Another 45 minutes writing summaries and updating the CRM with notes, contact changes, and deal stage movements.

An hour researching prospects for today's calls—company backgrounds, recent news, stakeholder roles. Two hours creating deal documentation and analysis for the forecast meeting.

Forty minutes crafting follow-up emails from scratch. Rushing through a deal review and MEDDIC analysis before the team standup.

By the time the rep finally gets to actual selling activities, it's mid-afternoon. They're already exhausted from admin work.

  • 30m reviewing recordings
  • 45m writing summaries
  • 60m prospect research
  • 120m deal documentation
  • 40m creating emails
  • 45m deal analysis

Total: 5.5 hours of admin before real selling begins.

With Ava Wednesday, 8:00 AM

Ready to Sell from Minute One

The same day, transformed

The rep opens their dashboard. Ava has already processed yesterday's calls—summaries are ready, CRM is updated, and action items are clearly flagged.

Five minutes reviewing Ava's call summaries and insights. Fifteen minutes scanning the prospect research and prep notes Ava prepared overnight.

Ten minutes reviewing Ava's comprehensive deal analysis with risk assessment and recommended next steps. Five minutes approving the context-aware follow-up emails Ava drafted.

By 8:45 AM, the rep is ready to sell. The entire day opens up for strategic conversations, relationship building, and revenue-generating activities.

  • 5m reviewing Ava's summaries
  • 15m scanning research & prep
  • 10m reviewing deal analysis
  • 5m approving follow-ups
  • 240m strategic selling
5.5 hours of selling time regained. Quality and consistency maintained across every touchpoint.
Streamline Workflows Part 2

Proven Outcomes with Ava

6–8 hrs
Saved per rep/week
Faster
Follow-ups & CRM hygiene
Uniform
Docs & messaging across team

Why Vivun

Sales Reasoning Model

AI trained on expert seller behavior

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Context-aware outputs trained on expert B2B seller behavior—delivering summaries, emails, and analysis that maintain quality and consistency while reflecting your unique sales methodology. Learn more about the Sales Reasoning Model.

End-to-End Workflow Coverage

Before calls, during calls, and after calls

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Ava works before calls, during calls, and after calls—preparing research, capturing insights live, and generating follow-ups automatically to keep deals moving.

Multi-Modal Access

Text, voice, or avatar interface

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Access via text for quick reference, use voice for hands-free interaction during meetings, or bring in Ava's avatar when you need an AI teammate visible to prospects.

Quality at Scale

Consistent execution across teams

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Every rep executes at the level of your best performers—consistent messaging, thorough documentation, and strategic follow-ups regardless of experience or workload.

Ready Day One

No lengthy implementation needed

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Ava starts working immediately without months of configuration—a holistic AI teammate with full contextual understanding, not a collection of disconnected task bots.

Enterprise-Grade Security

SOC 2 compliant with GDPR readiness

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SOC 2 compliant with GDPR readiness and robust data governance controls—your sensitive deal data and customer information stay secure and private.

Frequently Asked Questions

How does Ava maintain quality in automated outputs? ▼
Ava is built on a Sales Reasoning Model trained specifically on expert B2B sales behavior. This means outputs aren't generic templates—they're context-aware communications that reflect your methodology, deal stage, and customer situation. Sales leaders can review and refine Ava's outputs to continuously improve quality across the team.
What workflows can Ava automate? ▼
Call summaries, follow-ups, research, document generation, CRM updates, and deal intelligence.
Will Ava replace sales reps? ▼
No. Ava removes admin work so sellers can spend more time with customers.
How does Ava integrate with our existing tools? ▼
Ava connects to your CRM, communication platforms, and documentation systems to access the context she needs and deliver outputs where your team already works. Integration is designed to be seamless—Ava fits into your existing workflow rather than forcing you to change processes.

Related Use Cases

Prepare for Meetings

Walk into every customer interaction fully prepared with account research, stakeholder insights, and engagement history.

Learn more →

Real-Time Deal Intelligence

Get strategic recommendations that highlight risks, surface next steps, and help move opportunities forward faster.

Learn more →

AI Product Knowledge

Answer complex product questions instantly with context-aware technical guidance that keeps deals moving.

Learn more →

Meet Ava—Your AI Sales Teammate

Vivun delivers Ava, the AI Sales Teammate for high-velocity sales teams that sells with you and unlocks instant capacity. Powered by a proprietary Sales Reasoning Model, Ava provides real-time guidance before, during, and after calls through text, voice, or avatar. By helping sellers work smarter, faster, and better, Ava saves reps 6–8 hours per week—freeing teams to focus on driving growth.

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