Myway provides an AI-powered mobile copilot for B2B field sales teams, delivering pre-visit battle plans that include account health checks, upsell opportunities, and prioritized visit lists. The platform analyzes transaction history, CRM data, and third-party signals to generate tailored strategies, while voice-based visit logs automatically update the CRM in about 30 seconds. With 40% of its Next Best Actions converting into sales, Myway helps reps arrive prepared and drive measurable revenue growth.
Funding
Funding not disclosed
Founders
Product
Problem
Field sales representatives often arrive at client meetings unprepared, relying on limited order history and missing the broader account context needed to identify upsell opportunities. Traditional CRM systems require manual data entry and fail to provide actionable, visit-specific guidance, leading to missed revenue and reactive selling.
Solution
Myway is an AI copilot for B2B field sales that transforms how reps prepare for and execute client visits. The platform analyzes transaction history, CRM data, and third-party signals to generate a prioritized visit list and a pre-visit brief for each account, delivered directly to the rep's mobile device. Each brief includes a full-context health check, account-specific upsell plans, and a clear objective for the meeting. After the visit, reps simply record a 30-second voice memo, and Myway's AI automatically updates the CRM, eliminating manual data entry. This proactive approach ensures reps always know what to push and how to win, improving both preparation and follow-through.
Target Audience
Primary customers are B2B field sales teams and their managers, particularly in specialized distribution and similar industries where in-person client visits are central to revenue generation.
Features
- AI-generated pre-visit account briefs with full-context health checks, delivered via mobile
- Prioritized daily visit list based on opportunity size, sales history, and business rules
- Account-specific upsell plans that give reps a clear objective for each meeting
- Voice-based visit logging that auto-updates the CRM in approximately 30 seconds
- Integration with transaction history, CRM data, and third-party signals for tailored recommendations
- Mobile-first design that replaces clunky CRM interfaces for on-the-go preparation