A secure framework for your sales AI in Salesforce

EverReady supports B2B sales teams with an AI Notetaker and AI Agents built directly into Salesforce, designed to automate low-value tasks while keeping users in control.

InformSecureMinimize dataKeep a human in the loop

AI Notetaker

Sales meetings captured securely

EverReady automatically records, transcribes and summarizes professional and sales meetings, then syncs the relevant information to Salesforce. To support compliant and transparent use:

✓

Participants are informed

Participants are informed of the recording and of the use of AI.

✓

Controlled access

Access to recordings is controlled and can be protected by email verification, access code, expiry and revocation.

✓

Encrypted at rest

Data is encrypted when stored.

✓

Sharing stays in your hands

Users keep control over who recordings are shared with and who can access them.

Two storage options

Option 1

Hosted by EverReady

Recordings and transcripts are hosted on EverReady’s infrastructure.

Infrastructure: AWS, Europe
Region: Ireland
Default retention: 6 months

Option 2

Hosted by the customer

Recordings and transcripts are stored directly on the customer’s infrastructure.

Infrastructure: The customer’s own
Storage and access rules: Set by the customer
Retention: Set by the customer

AI Agents

Turning Salesforce data into sales actions

EverReady AI Agents use the data already available in Salesforce (emails, meetings, calls, video calls and CRM records) to assist teams with use cases such as:

Sales qualificationMEDDPICC, SPICED or any other sales methodology

Deal & Account SummariesA synthesis of each opportunity and account

CRM auto-completionAccounts and Opportunities

Interaction timelineThe history of every exchange with each customer

Meeting prep and follow-upMeeting preparation and follow-up generation

Customer engagementAnalysis with Power Maps and Heatmaps

Human in control

AI outputs remain viewable, editable and controllable by users.

Governance

Governance that fits your organization

EverReady lets you manage in detail:

FeaturesAccess to features

UsersAuthorized users and teams

ScopeBusiness lines and regions

ConfigurationConfiguration and prompt levels

AI creditsAI credit consumption

The goal is to let companies adapt AI to their organization while keeping human and operational control.

Our approach

Inform.

Secure.

Minimize data.

Keep a human in the loop.

EverReady is designed for sales productivity and customer relationship management. It is not intended to automate HR decisions or to assess employees based on their emotions or behavior.

Questions about security and compliance?

Talk to our team about your GDPR and AI Act requirements and how EverReady fits your policies.

Book a demo