Baton is an AI‑powered automation platform that instantly creates fully configured, live product instances for both pre‑sales demos and post‑sales onboarding. By extracting context from meeting notes and CRM data, it automates the provisioning of personalized demo environments, customer accounts, permissions, and operational settings, reducing weeks‑long implementation cycles to minutes.
Funding
Funding not disclosed
Founders
Product
Problem
Sales and customer success teams spend extensive time manually configuring product demos, pilots, and onboarding workflows, leading to delayed deal closures and prolonged implementation cycles. This manual effort often results in errors, inconsistent experiences, and inefficient use of resources.
Solution
Baton provides an AI-powered automation platform that extracts relevant context from meeting notes, documents, and customer requirements to generate fully configured, live product instances. For pre‑sales, the system creates personalized demo environments instantly, allowing prospects to interact with a real, functional product rather than static mockups. For post‑sales, Baton automates the setup of customer accounts, permissions, payment limits, and other operational settings, compressing multi‑month onboarding projects into minutes. The platform integrates with existing CRMs to pull deal data and synchronizes configuration changes across users, departments, and locations, ensuring a consistent and rapid rollout.
Target Audience
Primary users are pre‑sales engineers, sales enablement teams, and post‑sales/customer success professionals who need to deliver rapid, accurate product configurations for prospects and new customers.
Features
- AI-driven parsing of meeting notes and documentation to derive configuration parameters
- Automatic provisioning of live, fully functional demo and pilot environments
- One‑click generation of customer accounts with customizable roles, access levels, and corporate card limits
- Real‑time synchronization of product settings across departments, locations, and user profiles
- Integration hooks for popular CRM systems to import deal information and trigger configurations
- Dashboard for managing and monitoring active implementations, including status tags and activity logs