Aviso Product Updates 2024: Annual Roundup
Jan 6, 2025
2024 has been a year of focused innovation for Aviso, with over 100 new features introduced to empower sales teams and optimize their workflows.
At the core of these efforts is the Aviso AI Brain—a bespoke system that consolidates structured and unstructured data (e.g., Zoom calls, emails, videos) from revenue operations, marketing, sales, and product teams. Powered by advanced NLP, ML, and DL algorithms, it delivers curated insights and real-time guidance.
This AI-powered system integrates industry best practices with AI-guided, persona-specific workflows, a Generative AI Chief of Staff, virtual knowledge workers, and a bespoke agentic framework. These capabilities enable contextual next-best-action recommendations, empowering teams to act with precision and achieve measurable results.
Built on this foundation, Aviso introduced key updates this year to streamline sales processes, enhance team collaboration, and provide deeper revenue insights. Highlights include Agentic Workflows to automate repetitive tasks, Conversation Intelligence to analyze buyer sentiment and guide deal strategies, and Activity Intelligence to track engagement gaps and more.
Let’s look back at Aviso's key product updates.
Agentic Workflows: More Time Spent on Selling
Managing accounts, deals, and sales strategies effectively are critical for any organization. This year, Aviso introduced Agentic Workflows powered by Aviso’s AI Brain, tailored solutions designed to automate repetitive tasks and provide actionable insights for every level of your sales organization.
Use Case-Based Workflows
Account Planning: Automates detailed account plans to engage prospects and deepen relationships with existing clients.
RFP Management: Simplifies responses to Requests for Proposals, ensuring timely and optimized delivery.
Strategic Synergy Identification: Leverages frameworks to align sales efforts with broader business growth opportunities.
Company Research: Delivers insights into a company’s market presence, operational updates, and financial performance.
Cloning Top Managers: Enables reps to emulate strategies used by high-performing managers.
Path to Plan: Offers scenario-based strategies to achieve revenue goals efficiently.
Email Generation Sequencing: Automates personalized email creation based on real-time data and insights.
Persona-Based Workflows
CXOs: Access high-level insights like pipeline health, revenue planning, and deal prioritization workflows.
Sales Leaders: Monitor team performance, stalled deals, and high-value accounts through actionable analytics.
Enterprise Reps: Build account plans, prepare for meetings, and align with team workflows effectively.
Commercial Sellers: Focus on lead prioritization, task efficiency, and real-time performance tracking.
Specialist Reps: Access workflows for creating business summaries, drafting emails, and targeting specific accounts.
Sales Engagement: AI-Powered Outreach for Smarter Prospecting
Efficient prospecting requires a balance of automation and personalization. This year, Aviso introduced updates to help teams manage repetitive tasks while focusing on building meaningful relationships.
Virtual SDR Agent: Automates tasks like prospect filtering and follow-ups, enabling SDRs to spend more time with high-value leads.
Email Assistant and LinkedIn Profiler: Generate personalized messaging based on behavioral insights to improve engagement quality.
Task and Prospect Management Dashboard: Centralizes activity management across emails, calls, and LinkedIn to keep SDRs organized and productive.
Prospect Intelligence: Segment leads with predictive scoring, ICP matching, and LinkedIn-based insights for precise targeting.
Multi-Channel Sequences with MIKI, AI Chief of Staff: Build workflows across email, phone, LinkedIn, and SMS with customizable templates, AI-powered assistance, and A/B testing.
Conversation Intelligence: Smarter Conversations Integrated with Revenue Outcomes
Sales conversations are at the heart of every deal. Aviso’s updates this year focused on making these interactions more effective through real-time guidance and actionable insights.
Ask MIKI Anything: Quickly ask detailed questions about sales conversations and receive instant answers. This feature supports reps in uncovering cross-sell opportunities, analyzing customer sentiment, and planning next steps.
Quick Insights About Deals: Access deal-specific answers directly from the account grid, reducing time spent on research.
Enhanced CI for Accounts & Deal Management
Spot & Analyze Buyers: Identify key stakeholders, track engagement, and get pre-meeting briefs, interaction summaries, and competitor insights.
Deep Metrics Dive: Review seller and buyer-level metrics with actionable details for every metric tile.
Centralized Call Management: Access call recordings, map, or move calls to the right accounts or deals.
Actionable Insights: Uncover buyer sentiment, interest intent, and sales method adherence.
Comprehensive Call Analysis: Track background details, sentiment, solution presentations, pricing, next steps, and closing remarks.
Buyer & Seller Insights: Gain buyer cues, interests, and concerns. Get seller insights based on Chris Voss principles and MEDDIC adherence.
Performance Tracking: Score reps, identify key highlights, and recommend areas for improvement.
Computer Vision Insights: Analyze buyer gestures and expressions during virtual calls to better understand emotions and tailor responses in real-time.
DISC Personality Insights: Tailors communication to buyer personalities (Dominance, Influence, Steadiness, Conscientiousness), offering actionable strategies for building rapport and addressing specific needs. Read more.
Pre-Meeting Briefs: Centralizes key insights like buyer traits, past interactions, and meeting objectives, generating dynamic talking points and actionable next steps to ensure focused, productive conversations. Read more.
Smart Trackers: Provides sales managers with insights into team dynamics and customer-specific issues, such as contract terms and data security needs, enabling precise strategy adjustments to enhance deal closure rates.
Bidirectional Sync: Automatically integrate updates from conversations and meeting transcripts into platforms like Slack, Webex, and Teams.
Activity & Relationship Intelligence Drill Down Insights
Understanding and managing relationships is critical for sales success. Aviso’s Relationship Intelligence brings in the capability of tracking activities at the rep level along with the deal level to identify the gaps affecting revenue at large with features such as -
Activity Dashboard: Highlights deals lacking executive engagement or key milestones.
Activity Reports: Insights into communication patterns to guide coaching.
Activity Inbox: Reduces admin work by flagging critical emails, categorizing meetings, and blocking senders.
Relationship Graphs: Visualize buyer-seller interactions, identifying single-threaded conversations and converting them into multi-threaded ones.
Mutual Success Plans: Collaborative roadmaps for aligning buyer-seller objectives, customizable by milestones.
Dynamic Org Charts: Maps decision-makers and organizational influence.
Contact 360 Integration: Provides granular contact details, including roles, goals, and behavioral insights.
Relationship & Activity Insights: Tracks buyer sentiment, suggests next actions and identifies objections for corrective planning.
Account Research & Planning: Streamlining Strategy Execution
This year, Aviso introduced enhancements to simplify account research, planning, and execution:
Account Research Features:
Comprehensive News Feed: Get real-time account updates on leadership changes, market shifts, and strategic events to tailor pitches effectively.
Earnings Call Analysis: Distill insights from 8,000+ earnings calls to identify risks, opportunities, and strategic priorities.
10-K Report Insights: Analyze financial health, risk factors, and investment priorities to align sales strategies with account needs.
Actionable Account Plan Creation:
Custom Templates & Editable Objectives: Build personalized account plans with clear objectives and timeline tracking.
Collaboration Tools: Align stakeholders and teams with shared goals and seamless communication.
Gantt Chart Progress Tracking: Visualize progress, manage tasks, and make timely adjustments with real-time insights.
360° Account Overview:
Unified View: Consolidate account strategies, objectives, and progress for better decision-making.
Plan Progress & Objectives: Track real-time progress, flag gaps, and adapt strategies to meet targets.
Task List Management: Structure tasks, assign responsibilities, and promote execution clarity.
Advanced Account Management:
Account Map: Identify account goals, pressures, initiatives, and obstacles to tailor impactful solutions.
Account Insights: Track engagement levels, interactions, and patterns to optimize conversion strategies.
Relationship Tracker: Auto-log CRM contacts, enrich decision-maker data, and track key contact movements.
Forecasting & Revenue Intelligence: Accurate Pipelines, Better Decisions
Forecasting requires precision, especially in complex sales environments. Aviso introduced features this year to provide greater clarity and flexibility:
Consolidated Forecasting: Unifies multi-CRM forecasts across geographies, product lines, and business units for a comprehensive view.
Custom Forecast Grid: Offers users the ability to customize forecast views with relevant columns, ensuring alignment with organizational goals.
Multi-Level Sankey Charts: Visualizes deal progression over weeks, months, and quarters, helping teams analyze trends and address attrition risks.
Weekly Digest: Delivers concise, role-specific updates highlighting pipeline shifts, deal risks, and engagement trends, helping sales teams stay informed and make data-driven adjustments quickly.
Marketing Intelligence: Lead Management That Drives Results
Prioritizing the right leads is essential for building a strong pipeline. Aviso introduced features this year to provide greater clarity and precision in lead management:
AI-Powered Lead Scoring: Analyzes attributes of successful leads to identify high-potential prospects.
Predictive Lead Routing: Assigns leads to SDRs based on historical performance for better conversions.
Unified Data Enrichment: Combines internal activities with external signals to provide enriched lead profiles.
Customer Success: Retaining and Growing Revenue at Scale
Aviso’s Customer Success module in 2024 introduced precise tools to monitor account health, automate key workflows, and optimize retention strategies. Key updates include:
1. Customizable Health Scores
Configure weighted health scores based on engagement metrics, ticket resolution rates, and executive involvement. This helps teams identify accounts at risk and prioritize actions.
2. Workflow Playbooks
Automate renewal, churn prevention, and upsell activities:
Renewals: Track renewal dates and engagement to trigger timely follow-ups.
Churn Prevention: Activate tasks to address low usage or negative sentiment.
Upsell/Expansion: Flag accounts with strong health and positive sentiment for growth opportunities.
3. Multi-Channel Sentiment Tracking
Analyze customer sentiment across emails, meetings, and tickets to identify risks and objections quickly.
4. Root-Cause Analysis
Use activity metrics and health trends to identify and resolve gaps in engagement, usage, or communication.
5. Virtual CSAM for Efficient Account Management
Aviso’s Virtual CSAM combines Renewal Briefs, Email Assistant, and To-Dos into a single, streamlined tool to help customer success teams stay proactive and focused.
Renewal Briefs: Provide actionable summaries of product usage, engagement history, and support metrics to prepare for renewal conversations.
Email Assistant: Automate personalized follow-ups and renewal outreach to save time and improve engagement.
To-Dos: Highlight critical tasks like renewal prep and meeting follow-ups to ensure nothing slips through the cracks.
Mobile App: Boosting Sales Productivity Anytime, Anywhere
In today’s hybrid selling environment, staying connected is critical. Aviso’s mobile app enhancements make it easier for sales teams to stay productive from anywhere:
Communication Management
Email Tracking: Get real-time notifications for email opens and attachment views.
Quick Reply with Attachments: Reply directly from the app with file attachments, eliminating tool-switching.
Contact & Deals Management
Contact 360: A unified view of client interactions, including calls, emails, and tasks.
Configurable Deals Grouping: Organize deals by custom criteria for improved tracking.
User Experience & Accessibility
Improved Dashboard: Focus on key segments and prioritize deals with enhanced filters.
Smartmaps: Locate nearby contacts and deals and plan meetings efficiently.
Yelp Integration: Get suggestions for in-person meeting locations.
Productivity Enhancements
Follow-Ups on Mobile: Streamlined task creation and note-taking after communications.
Salesforce Sync: Synchronize events with Salesforce and Google Calendar.
Task Management: Auto-categorize tasks for quick action and better organization.
HubSpot Marketplace Integration: Seamless Revenue Operations
Aviso AI is now available on Hubspot Marketplace
Aviso AI is now a certified HubSpot App Partner, available on the HubSpot App Marketplace. This integration combines HubSpot CRM data with Aviso’s AI-driven insights, enabling seamless workflows and smarter decisions.
Key Benefits:
Unified Insights: Merge HubSpot data with emails, calls, and meetings for predictive revenue intelligence.
Real-Time Sync: Automatically sync contacts, deals, and activities, ensuring up-to-date data.
Conversation Intelligence: Analyze buyer sentiment and engagement directly in HubSpot.
Deal Health Scores: Identify at-risk opportunities with AI-driven health scoring.
Automated Workflows: Use Aviso’s AI workflows for account planning, RFPs, and more.
Read more about Avisos’ integration with Hubspot.
Delivering Real Impact for Revenue Teams in 2025
2024 was all about making sales processes more efficient, providing actionable insights, and helping revenue teams stay connected with their customers.
From smarter conversations to on-the-go productivity and enhanced customer success, our updates were designed to simplify complex workflows and drive measurable outcomes.
As we step into 2025, we remain committed to innovation that supports your success. Explore these features today and see how Aviso can help you achieve your revenue goals.
