Turn your CRM into a Winning Conversation Engine.
Palantrix Readiness connects securely to Salesforce, HubSpot, Dynamics and Pipedrive to build a live profile for every account — then rehearses your high-value conversations with targeted, account-specific AI feedback.
Your business information is protected and kept separate from other customers' data. It is handled only to provide the service, with privacy and security built into the platform.
CRM to Conversation
Six steps from pipeline data to closed-won.
Palantrix reads your CRM the way a great account executive would — then rehearses the conversation you're about to have.
One-click OAuth to Salesforce, HubSpot, Dynamics 365, Pipedrive or Zoho. Scoped, revocable, read-only by default.
Bring relevant accounts, contacts, opportunities, notes and activity into a protected Palantrix environment, ready for preparation and rehearsal.
Palantrix assembles a living client profile — buying committee, deal pressure, objections, prior touchpoints.
Rehearse the conversation with an AI persona shaped by relevant account context. Practise by voice or text and receive targeted feedback.
Targeted, account-specific coaching — what to say, what to avoid, what will unlock the next stage.
Enter the meeting rehearsed, referenced and measurably ready. Push notes back to the CRM in one click.
The Client Profile
A living dossier for every high-value account.
Palantrix blends your CRM record with public context — strategy filings, leadership changes, market signals — into one continuously updated profile. Everything your team needs to walk into the meeting prepared.
- Buying committee mapped from CRM contacts and org signals
- Deal history, objections raised and how they were handled
- Account-specific priorities extracted from notes and calls
- Recommended talking points scored by likely impact
Security and privacy
Built with trust at the centre.
Important conversations can involve sensitive information. Palantrix uses layered safeguards, controlled access and independent security testing to help protect customer data. We continually review and strengthen our approach as risks and standards evolve.
Your organisation's information is kept separate from other customers' data through safeguards built into the platform.
Palantrix has been assessed by external security specialists to help identify and manage potential vulnerabilities.
Established security controls protect customer information while it is stored, transmitted and processed.
Access controls and permissions help ensure that information is available only to authorised users and services.
Customer information is processed only to provide the requested Palantrix capabilities, under appropriate privacy and security controls.
Our approach to data handling is designed around privacy, accountability and the data-protection responsibilities of our customers.
- Do
Open with the procurement pressure Elaine flagged in July — it validates her.
- Do
Reference the Q3 board memo priority on cost-to-serve; that's the champion's language.
- Avoid
Don't lead with product depth — this committee is buying certainty, not features.
- Ask
"What has to be true by December for this to be considered a success?"
Targeted AI Feedback
Coaching that knows your customer by name.
Generic sales training tells you what a good discovery call sounds like. Palantrix tells you what a good discovery call sounds like with this buying committee, on this deal, in this week.
Readiness in practice
Build readiness you can see and improve.
Connect your CRM.
Rehearse tomorrow's meetings today.
Fifteen minutes to integrate. One rehearsal to feel the difference.
Start by adding dummy customers, for free, if you'd like to get a feel for the platform and its capabilities before you add your real customer contact data.