In the high-stakes world of B2B sales, the difference between closing a deal and losing it often lies in the details. Acta.ai’s Sales Agent is designed to capture those details—automatically and with precision. From prospect meetings to discovery calls, this AI agent listens, interprets, and delivers structured, CRM-ready reports using leading sales methodologies like MEDDPICC, SPICED, SPIN, and BANT.
🎯 Goal:
Transform raw sales conversations into comprehensive, method-driven reports that empower your sales team to take faster, more strategic action.
🧠 Built for Strategic Selling: Multi-Framework Intelligence
The Sales Agent isn't just transcribing meetings—it applies deep contextual analysis using battle-tested sales frameworks to organize and present data that matters.
✅ Prompt 1: MEDDPICC Report
This prompt enables the agent to break down the meeting using the MEDDPICC framework. The output includes:
Metrics – Key quantifiable outcomes discussed
Economic Buyer – The identified decision-maker
Decision Criteria – Influential factors for the purchase
Decision Process – Timeline and purchasing steps
Paper Process – Legal/procurement workflow
Identify Pain – Customer challenges and needs
Champion – Internal advocate who supports the deal
Competition – Competitive threats or alternatives mentioned
The report also includes:
Next Steps
Objections Raised
Key Follow-Up Actions
🔍 Use Case: Perfect for enterprise SaaS, high-value sales, and multi-stakeholder deal tracking.
✅ Prompt 2: SPICED Report
The SPICED framework provides a clear view of the buyer’s emotional and business journey:
Situation – Customer’s current state or context
Pain – Challenges or problems discussed
Impact – Risks of not solving the issue
Critical Event – Time-sensitive driver of urgency
Decision – Buying process and next steps
📁 Use Case: Ideal for SDRs, AEs, or solution consultants prepping for internal handoffs or CRM logging.
✅ Prompt 3: SPIN Report
SPIN selling is widely used in consultative sales. This agent builds a full SPIN breakdown:
Situation – Current environment
Problem – Pain points or business issues
Implication – Consequences of inaction
Need-Payoff – Value or solution requested
💼 Use Case: Great for identifying value alignment and building tailored follow-up messaging.
✅ Prompt 4: BANT Report
A classic qualification method, the BANT report helps ensure you're speaking with the right lead at the right time:
Budget – Financial readiness or constraints
Authority – Key stakeholders and decision-makers
Need – Business need or objective
Timeline – Expected buying or implementation period
📊 Use Case: Perfect for pipeline qualification and lead scoring.
⚙️ How It Works
Enable Sales agents
Sales meeting is recorded or uploaded
Sales Agent applies the relevant framework(s)
Outputs are formatted for CRM ingestion or internal use
Sales team receives structured insights with next-step recommendations
🔑 Why Sales Leaders Love Acta Agent
Faster CRM updates with zero manual effort
Consistent qualification and follow-up structure
Better coaching and pipeline reviews
No missed details, objections, or blockers
Whether you follow MEDDPICC for complex enterprise deals or use BANT for quick lead qualification, Acta.ai’s Sales Agent ensures your entire team speaks the same strategic language—powered by AI.
Unlock smarter selling. Let the Acta Sales Agent do the heavy lifting, so your team can focus on closing.
Would you like a product demo or sample sales report output?
Top comments (1)
🚀 Meet ACTA.AI – Your AI-Powered Teammate
At ACTA.AI, we build specialized AI agents that take on real business roles — from Product Managers and Scrum Masters to Sales Reps and HR Partners.
Each Acta Agent works just like a real team member — only faster, smarter, and always on point.
💼 What our agents do:
Scrum Agent: Tracks epics, stories, bugs, and updates tools like JIRA automatically.
Product Agent: Defines requirements, acceptance criteria, and test cases — all mapped to your PM tools.
Sales Agent: Generates deal summaries using proven frameworks and pipeline insights.
HR Agent: Evaluates candidates and produces structured, detailed reports.
No more manual updates, missed tasks, or messy handovers.
🔍 Acta Agents understand conversations and turn them into structured, actionable outputs — PRDs, follow-ups, reports, deal breakdowns, and more.
👉 Let your team focus on decisions, while Acta handles the details.
Learn more at acta.ai